Jeppson Wealth Management, LLC Travelers Companies, Inc. Transaction History
Jeppson Wealth Management, LLC
- $312 Million
- Q3 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 2,370 shares of TRV stock, worth $680,877. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,370
Previous 2,490
4.82%
Holding current value
$680,877
Previous $666,000
0.75%
% of portfolio
0.21%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding TRV
# of Institutions
1,881Shares Held
172MCall Options Held
633KPut Options Held
484K-
Vanguard Group Inc Valley Forge, PA22MShares$6.32 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY20.2MShares$5.8 Billion0.09% of portfolio
-
State Street Corp Boston, MA15.5MShares$4.46 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY7.75MShares$2.23 Billion0.14% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD5.74MShares$1.65 Billion0.17% of portfolio
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 ...