A detailed history of Defined Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Defined Wealth Management, LLC holds 1,977 shares of TRV stock, worth $481,854. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,977
Previous 1,963 0.71%
Holding current value
$481,854
Previous $399,000 15.79%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Oct 31, 2024

BUY
$201.87 - $242.35 $2,826 - $3,392
14 Added 0.71%
1,977 $462,000
Q2 2024

Aug 05, 2024

SELL
$203.34 - $230.89 $406 - $461
-2 Reduced 0.1%
1,963 $399,000
Q1 2024

Apr 15, 2024

BUY
$191.3 - $230.14 $765 - $920
4 Added 0.2%
1,965 $452,000
Q4 2023

Jan 09, 2024

BUY
$157.92 - $190.49 $309,681 - $373,550
1,961 New
1,961 $373,000
Q4 2021

Jan 19, 2022

SELL
$145.48 - $162.37 $24,295 - $27,115
-167 Reduced 7.87%
1,954 $306,000
Q2 2021

Jul 20, 2021

SELL
$144.76 - $161.67 $5,790 - $6,466
-40 Reduced 1.85%
2,121 $318,000
Q4 2020

Mar 09, 2021

BUY
$107.81 - $140.37 $232,977 - $303,339
2,161 New
2,161 $303,000

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 $57.1B
  • 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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