Appleton Partners Inc Travelers Companies, Inc. Transaction History

Appleton Partners Inc

$1.52 Billion
Q4 2025

A detailed history of Appleton Partners Inc transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 2,107 shares of TRV stock, worth $605,320. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,107

Previous 1,682 25.27%

Holding current value

$605,320

Previous $470,000 30.0%

% of portfolio

0.04%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$261.57 - $287.42 $111,167 - $122,153	425 Added 25.27%	2,107 $611,000
Q2 2025 Jul 22, 2025	SELL	$233.83 - $276.34 $21,980 - $25,975	-94 Reduced 5.29%	1,682 $450,000
Q1 2025 Apr 22, 2025	SELL	$232.43 - $265.13 $67,637 - $77,152	-291 Reduced 14.08%	1,776 $470,000
Q4 2024 Jan 28, 2025	SELL	$225.97 - $266.66 $21,919 - $25,866	-97 Reduced 4.48%	2,067 $498,000
Q2 2024 Jul 02, 2024	SELL	$203.34 - $230.89 $20,334 - $23,089	-100 Reduced 4.42%	2,164 $440,000

Q1 2024 Apr 01, 2024	SELL	$191.3 - $230.14 $9,565 - $11,507	-50 Reduced 2.16%	2,264 $521,000
Q4 2023 Jan 02, 2024	BUY	$157.92 - $190.49 $28,583 - $34,478	181 Added 8.49%	2,314 $441,000
Q2 2023 Jul 10, 2023	SELL	$168.37 - $183.75 $1,346 - $1,470	-8 Reduced 0.37%	2,133 $370,000
Q4 2022 Jan 19, 2023	SELL	$156.88 - $190.43 $17,570 - $21,328	-112 Reduced 4.97%	2,141 $401,000
Q3 2022 Oct 27, 2022	SELL	$150.6 - $174.11 $1,355 - $1,566	-9 Reduced 0.4%	2,253 $345,000
Q2 2022 Jul 08, 2022	BUY	$159.77 - $185.64 $11,343 - $13,180	71 Added 3.24%	2,262 $383,000
Q4 2021 Feb 03, 2022	SELL	$145.48 - $162.37 $58,191 - $64,948	-400 Reduced 15.44%	2,191 $343,000
Q2 2021 Jul 07, 2021	BUY	$144.76 - $161.67 $47,047 - $52,542	325 Added 14.34%	2,591 $388,000
Q4 2020 Jan 19, 2021	SELL	$107.81 - $140.37 $20,160 - $26,249	-187 Reduced 7.62%	2,266 $318,000
Q3 2020 Oct 14, 2020	SELL	$107.44 - $122.24 $26,000 - $29,582	-242 Reduced 8.98%	2,453 $265,000
Q2 2020 Aug 14, 2020	SELL	$89.86 - $128.0 $12,490 - $17,792	-139 Reduced 4.9%	2,695 $307,000
Q1 2020 May 04, 2020	SELL	$81.69 - $141.34 $12,253 - $21,201	-150 Reduced 5.03%	2,834 $282,000
Q4 2019 Jan 13, 2020	BUY	$128.93 - $145.55 $17,921 - $20,231	139 Added 4.89%	2,984 $409,000
Q2 2019 Jul 25, 2019	BUY	$135.19 - $153.13 $20,278 - $22,969	150 Added 5.57%	2,845 $425,000
Q1 2019 Apr 17, 2019	BUY	$115.26 - $137.16 $34,116 - $40,599	296 Added 12.34%	2,695 $370,000
Q4 2018 Jan 17, 2019	BUY	$112.63 - $131.66 $19,597 - $22,908	174 Added 7.82%	2,399 $287,000
Q3 2018 Oct 09, 2018	SELL	$122.39 - $134.44 $12,239 - $13,444	-100 Reduced 4.3%	2,225 $289,000
Q2 2018 Aug 08, 2018	BUY	$121.34 - $139.29 $1,698 - $1,950	14 Added 0.61%	2,325 $284,000
Q4 2017 Jan 12, 2018	SELL	$123.32 - $136.36 $7,275 - $8,045	-59 Reduced 2.49%	2,311 $313,000
Q3 2017 Oct 12, 2017	BUY	$115.18 - $130.15 $272,976 - $308,455	2,370	2,370 $290,000

Others Institutions Holding TRV

# of Institutions

1,880

Shares Held

172M

Call Options Held

633K

Put Options Held

484K

View Full List

About TRAVELERS COMPANIES, INC.

Ticker TRV
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 234,348,000
Market Cap $67.3B
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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Appleton Partners Inc Travelers Companies, Inc. Transaction History