A detailed history of Wr Wealth Planners, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 227 shares of TRV stock, worth $55,133. This represents 0.02% of its overall portfolio holdings.

Number of Shares
227
Previous 1,227 81.5%
Holding current value
$55,133
Previous $249,000 78.71%
% of portfolio
0.02%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$201.87 - $242.35 $201,870 - $242,350
-1,000 Reduced 81.5%
227 $53,000
Q2 2024

Jul 31, 2024

SELL
$203.34 - $230.89 $406 - $461
-2 Reduced 0.16%
1,227 $249,000
Q1 2024

Jul 31, 2024

BUY
$191.3 - $230.14 $3,443 - $4,142
18 Added 1.49%
1,229 $282,000
Q4 2023

Jul 30, 2024

BUY
$157.92 - $190.49 $191,241 - $230,683
1,211 New
1,211 $230,000
Q2 2023

Aug 01, 2024

SELL
$168.37 - $183.75 $2,862 - $3,123
-17 Reduced 1.39%
1,210 $210 Million
Q1 2023

Aug 01, 2024

SELL
$163.86 - $193.88 $2,785 - $3,295
-17 Reduced 1.39%
1,210 $207 Million

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 $56.9B
  • 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.