A detailed history of York Bridge Wealth Partners, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 14,662 shares of TRV stock, worth $3.56 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
14,662
Previous 15,103 2.92%
Holding current value
$3.56 Million
Previous $2.31 Million 18.8%
% of portfolio
0.7%
Previous 0.6%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$156.88 - $190.43 $69,184 - $83,979
-441 Reduced 2.92%
14,662 $0
Q3 2022

Oct 18, 2022

BUY
$150.6 - $174.11 $29,367 - $33,951
195 Added 1.31%
15,103 $2.31 Million
Q2 2022

Jul 15, 2022

BUY
$159.77 - $185.64 $23,326 - $27,103
146 Added 0.99%
14,908 $2.52 Million
Q1 2022

Apr 15, 2022

SELL
$155.75 - $187.75 $48,905 - $58,953
-314 Reduced 2.08%
14,762 $2.7 Million
Q4 2021

Jan 19, 2022

BUY
$145.48 - $162.37 $23,713 - $26,466
163 Added 1.09%
15,076 $2.36 Million
Q3 2021

Oct 22, 2021

BUY
$146.82 - $162.58 $69,739 - $77,225
475 Added 3.29%
14,913 $2.27 Million
Q2 2021

Jul 22, 2021

BUY
$144.76 - $161.67 $39,519 - $44,135
273 Added 1.93%
14,438 $2.16 Million
Q1 2021

Apr 15, 2021

BUY
$134.53 - $157.92 $228,162 - $267,832
1,696 Added 13.6%
14,165 $2.13 Million
Q4 2020

Jan 19, 2021

BUY
$107.81 - $140.37 $48,730 - $63,447
452 Added 3.76%
12,469 $1.75 Million
Q3 2020

Oct 19, 2020

BUY
$107.44 - $122.24 $90,464 - $102,926
842 Added 7.53%
12,017 $1.3 Million
Q2 2020

Jul 20, 2020

SELL
$89.86 - $128.0 $65,238 - $92,928
-726 Reduced 6.1%
11,175 $1.28 Million
Q1 2020

Apr 16, 2020

BUY
$81.69 - $141.34 $20,504 - $35,476
251 Added 2.15%
11,901 $1.18 Million
Q4 2019

Jan 17, 2020

SELL
$128.93 - $145.55 $110,106 - $124,299
-854 Reduced 6.83%
11,650 $1.6 Million
Q3 2019

Oct 21, 2019

SELL
$143.48 - $154.83 $202,163 - $218,155
-1,409 Reduced 10.13%
12,504 $1.86 Million
Q2 2019

Jul 18, 2019

BUY
$135.19 - $153.13 $92,064 - $104,281
681 Added 5.15%
13,913 $2.08 Million
Q1 2019

May 09, 2019

BUY
$115.26 - $137.16 $128,630 - $153,070
1,116 Added 9.21%
13,232 $1.82 Million
Q4 2018

Feb 14, 2019

BUY
$112.63 - $131.66 $13,853 - $16,194
123 Added 1.03%
12,116 $1.45 Million
Q3 2018

Nov 14, 2018

BUY
$122.39 - $134.44 $6,486 - $7,125
53 Added 0.44%
11,993 $1.55 Million
Q2 2018

Aug 10, 2018

BUY
$121.34 - $139.29 $31,912 - $36,633
263 Added 2.25%
11,940 $1.46 Million
Q1 2018

May 15, 2018

BUY
$131.45 - $150.0 $14,985 - $17,100
114 Added 0.99%
11,677 $1.6 Million
Q4 2017

Feb 12, 2018

BUY
$123.32 - $136.36 $181,157 - $200,312
1,469 Added 14.55%
11,563 $1.64 Million
Q3 2017

Oct 27, 2017

SELL
$115.18 - $130.15 $11,287 - $12,754
-98 Reduced 0.96%
10,094 $1.24 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,192
10,192 $1.3 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
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