Creative Planning Travelers Companies, Inc. Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Creative Planning holds 109,171 shares of TRV stock, worth $31.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

109,171

Previous 98,888 10.4%

Holding current value

$31.4 Million

Previous $26.5 Million 15.22%

% of portfolio

0.02%

Previous 0.02%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$250.62 - $279.43 $2.58 Million - $2.87 Million	10,283 Added 10.4%	109,171 $30.5 Million
Q2 2025 Aug 08, 2025	BUY	$233.83 - $276.34 $921,290 - $1.09 Million	3,940 Added 4.15%	98,888 $26.5 Million
Q1 2025 May 15, 2025	BUY	$232.43 - $265.13 $1.73 Million - $1.98 Million	7,453 Added 8.52%	94,948 $25.1 Million
Q4 2024 Feb 14, 2025	BUY	$225.97 - $266.66 $660,736 - $779,713	2,924 Added 3.46%	87,495 $21.1 Million
Q3 2024 Oct 11, 2024	BUY	$201.87 - $242.35 $580,376 - $696,756	2,875 Added 3.52%	84,571 $19.8 Million

Q2 2024 Aug 15, 2024	SELL	$203.34 - $230.89 $225,097 - $255,595	-1,107 Reduced 1.34%	81,696 $16.6 Million
Q1 2024 May 10, 2024	SELL	$191.3 - $230.14 $540,231 - $649,915	-2,824 Reduced 3.3%	82,803 $19.1 Million
Q4 2023 Feb 14, 2024	SELL	$157.92 - $190.49 $637,838 - $769,389	-4,039 Reduced 4.5%	85,627 $16.3 Million
Q3 2023 Nov 16, 2023	BUY	$159.89 - $174.87 $4.48 Million - $4.9 Million	28,020 Added 45.45%	89,666 $14.6 Million
Q2 2023 Jul 21, 2023	SELL	$168.37 - $183.75 $206,758 - $225,645	-1,228 Reduced 1.95%	61,646 $10.7 Million
Q1 2023 May 15, 2023	BUY	$163.86 - $193.88 $239,235 - $283,064	1,460 Added 2.38%	62,874 $10.8 Million
Q4 2022 Feb 10, 2023	BUY	$156.88 - $190.43 $334,781 - $406,377	2,134 Added 3.6%	61,414 $11.5 Million
Q3 2022 Nov 03, 2022	BUY	$150.6 - $174.11 $428,607 - $495,517	2,846 Added 5.04%	59,280 $9.08 Million
Q2 2022 Aug 15, 2022	BUY	$159.77 - $185.64 $213,612 - $248,200	1,337 Added 2.43%	56,434 $9.55 Million
Q1 2022 May 16, 2022	BUY	$155.75 - $187.75 $2.15 Million - $2.59 Million	13,785 Added 33.37%	55,097 $10.1 Million
Q4 2021 Feb 11, 2022	SELL	$145.48 - $162.37 $48,444 - $54,069	-333 Reduced 0.8%	41,312 $6.46 Million
Q3 2021 Nov 10, 2021	BUY	$146.82 - $162.58 $807,510 - $894,190	5,500 Added 15.22%	41,645 $6.33 Million
Q2 2021 Aug 04, 2021	SELL	$144.76 - $161.67 $143,022 - $159,729	-988 Reduced 2.66%	36,145 $5.41 Million
Q1 2021 Apr 30, 2021	BUY	$134.53 - $157.92 $186,593 - $219,035	1,387 Added 3.88%	37,133 $5.59 Million
Q4 2020 Jan 29, 2021	SELL	$107.81 - $140.37 $115,787 - $150,757	-1,074 Reduced 2.92%	35,746 $5.02 Million
Q3 2020 Nov 05, 2020	BUY	$107.44 - $122.24 $64,678 - $73,588	602 Added 1.66%	36,820 $3.98 Million
Q2 2020 Jul 23, 2020	SELL	$89.86 - $128.0 $175,047 - $249,344	-1,948 Reduced 5.1%	36,218 $4.13 Million
Q1 2020 May 05, 2020	SELL	$81.69 - $141.34 $1.81 Million - $3.13 Million	-22,149 Reduced 36.72%	38,166 $3.79 Million
Q4 2019 Jan 30, 2020	SELL	$128.93 - $145.55 $385,629 - $435,340	-2,991 Reduced 4.72%	60,315 $8.26 Million
Q3 2019 Nov 01, 2019	SELL	$143.48 - $154.83 $36,300 - $39,171	-253 Reduced 0.4%	63,306 $9.41 Million
Q2 2019 Jul 26, 2019	BUY	$135.19 - $153.13 $260,781 - $295,387	1,929 Added 3.13%	63,559 $9.5 Million
Q1 2019 Apr 24, 2019	BUY	$115.26 - $137.16 $132,203 - $157,322	1,147 Added 1.9%	61,630 $8.45 Million
Q4 2018 Feb 01, 2019	BUY	$112.63 - $131.66 $239,564 - $280,040	2,127 Added 3.64%	60,483 $7.24 Million
Q3 2018 Oct 25, 2018	BUY	$122.39 - $134.44 $7,832 - $8,604	64 Added 0.11%	58,356 $7.57 Million
Q2 2018 Jul 20, 2018	BUY	$121.34 - $139.29 $2.21 Million - $2.54 Million	18,241 Added 45.54%	58,292 $7.13 Million
Q1 2018 Apr 18, 2018	BUY	$131.45 - $150.0 $454,816 - $519,000	3,460 Added 9.46%	40,051 $5.56 Million
Q4 2017 Jan 17, 2018	BUY	$123.32 - $136.36 $186,583 - $206,312	1,513 Added 4.31%	36,591 $4.96 Million
Q3 2017 Oct 17, 2017	BUY	$115.18 - $130.15 $4.04 Million - $4.57 Million	35,078	35,078 $4.3 Million

Others Institutions Holding TRV

# of Institutions

1,878

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 ...

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Creative Planning Travelers Companies, Inc. Transaction History