A detailed history of Ever Source Wealth Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 670 shares of TRV stock, worth $162,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares
670
Previous 659 1.67%
Holding current value
$162,729
Previous $134,000 16.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$201.87 - $242.35 $2,220 - $2,665
11 Added 1.67%
670 $156,000
Q2 2024

Aug 13, 2024

BUY
$203.34 - $230.89 $17,690 - $20,087
87 Added 15.21%
659 $134,000
Q1 2024

Jun 11, 2024

BUY
$191.3 - $230.14 $10,904 - $13,117
57 Added 11.07%
572 $131,000
Q4 2023

Feb 09, 2024

BUY
$157.92 - $190.49 $947 - $1,142
6 Added 1.18%
515 $98,000
Q3 2023

Nov 03, 2023

BUY
$159.89 - $174.87 $20,945 - $22,907
131 Added 34.66%
509 $83,000
Q2 2023

Aug 04, 2023

BUY
$168.37 - $183.75 $8,586 - $9,371
51 Added 15.6%
378 $65,000
Q1 2023

May 11, 2023

BUY
$163.86 - $193.88 $655 - $775
4 Added 1.24%
327 $56,000
Q4 2022

Feb 09, 2023

BUY
$156.88 - $190.43 $10,354 - $12,568
66 Added 25.68%
323 $60,000
Q3 2022

Nov 07, 2022

BUY
$150.6 - $174.11 $14,005 - $16,192
93 Added 56.71%
257 $39,000
Q2 2022

Aug 01, 2022

SELL
$159.77 - $185.64 $319 - $371
-2 Reduced 1.2%
164 $28,000
Q1 2022

May 25, 2022

BUY
$155.75 - $187.75 $2,024 - $2,440
13 Added 8.5%
166 $30,000
Q4 2021

Feb 07, 2022

BUY
$145.48 - $162.37 $22,258 - $24,842
153 New
153 $24,000

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 $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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