A detailed history of Beaumont Financial Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,735 shares of TRV stock, worth $1.15 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,735
Previous 4,736 0.02%
Holding current value
$1.15 Million
Previous $963,000 15.06%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 09, 2024

SELL
$201.87 - $242.35 $201 - $242
-1 Reduced 0.02%
4,735 $1.11 Million
Q2 2024

Jul 24, 2024

BUY
$203.34 - $230.89 $4,473 - $5,079
22 Added 0.47%
4,736 $963,000
Q1 2024

May 10, 2024

BUY
$191.3 - $230.14 $144,622 - $173,985
756 Added 19.1%
4,714 $1.08 Million
Q4 2023

Jan 31, 2024

BUY
$157.92 - $190.49 $3,947 - $4,762
25 Added 0.64%
3,958 $753,000
Q2 2023

Aug 02, 2023

BUY
$168.37 - $183.75 $1,010 - $1,102
6 Added 0.15%
3,933 $683,000
Q1 2023

May 08, 2023

BUY
$163.86 - $193.88 $6,062 - $7,173
37 Added 0.95%
3,927 $673,000
Q4 2022

Jan 25, 2023

BUY
$156.88 - $190.43 $610,263 - $740,772
3,890 New
3,890 $0

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 Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial 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 Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.