A detailed history of Wealthspire Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,374 shares of TRV stock, worth $851,192. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,374
Previous 3,434 1.75%
Holding current value
$851,192
Previous $790,000 13.16%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$203.34 - $230.89 $12,200 - $13,853
-60 Reduced 1.75%
3,374 $686,000
Q1 2024

May 06, 2024

SELL
$191.3 - $230.14 $23,338 - $28,077
-122 Reduced 3.43%
3,434 $790,000
Q4 2023

Feb 06, 2024

BUY
$157.92 - $190.49 $21,319 - $25,716
135 Added 3.95%
3,556 $677,000
Q3 2023

Nov 06, 2023

BUY
$159.89 - $174.87 $206,417 - $225,757
1,291 Added 60.61%
3,421 $558,000
Q2 2023

Jul 31, 2023

BUY
$168.37 - $183.75 $6,903 - $7,533
41 Added 1.96%
2,130 $369,000
Q1 2023

May 09, 2023

SELL
$163.86 - $193.88 $35,721 - $42,265
-218 Reduced 9.45%
2,089 $358,000
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $75,616 - $91,787
482 Added 26.41%
2,307 $432,000
Q3 2022

Nov 14, 2022

BUY
$150.6 - $174.11 $274,845 - $317,750
1,825 New
1,825 $280,000
Q4 2021

Feb 14, 2022

SELL
$145.48 - $162.37 $401,233 - $447,816
-2,758 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$146.82 - $162.58 $404,929 - $448,395
2,758 New
2,758 $419,000
Q2 2021

Aug 13, 2021

SELL
$144.76 - $161.67 $318,906 - $356,159
-2,203 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$134.53 - $157.92 $34,036 - $39,953
253 Added 12.97%
2,203 $331,000
Q4 2020

Feb 16, 2021

BUY
$107.81 - $140.37 $210,229 - $273,721
1,950 New
1,950 $274,000
Q2 2020

Aug 14, 2020

SELL
$89.86 - $128.0 $386,038 - $549,888
-4,296 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$81.69 - $141.34 $350,940 - $607,196
4,296 New
4,296 $427,000
Q1 2019

May 08, 2019

SELL
$115.26 - $137.16 $26,394 - $31,409
-229 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$112.63 - $131.66 $25,792 - $30,150
229 New
229 $27,000

Others Institutions Holding TRV

About TRAVELERS COMPANIES, INC.


  • Ticker TRV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 234,348,000
  • Market Cap $59.1B
  • Description
  • The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The company operates through three segments: Business Insurance, Bond & Specialty ...
More about TRV
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.