A detailed history of Kingswood Wealth Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,767 shares of TRV stock, worth $1.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,767
Previous 5,496 4.93%
Holding current value
$1.4 Million
Previous $1.12 Billion 20.81%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 21, 2024

BUY
$201.87 - $242.35 $54,706 - $65,676
271 Added 4.93%
5,767 $1.35 Billion
Q2 2024

Jul 09, 2024

BUY
$203.34 - $230.89 $24,197 - $27,475
119 Added 2.21%
5,496 $1.12 Billion
Q1 2024

Apr 15, 2024

SELL
$191.3 - $230.14 $67,337 - $81,009
-352 Reduced 6.14%
5,377 $1.24 Billion
Q4 2023

Jan 16, 2024

BUY
$157.92 - $190.49 $34,584 - $41,717
219 Added 3.97%
5,729 $1.09 Billion
Q3 2023

Oct 23, 2023

BUY
$159.89 - $174.87 $880,993 - $963,533
5,510 New
5,510 $900 Million

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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