A detailed history of Modern Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,737 shares of TRV stock, worth $499,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,737
Previous 1,733 0.23%
Holding current value
$499,022
Previous $463,000 104641.9%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$250.62 - $279.43 $1,002 - $1,117
4 Added 0.23%
1,737 $485 Million
Q2 2025

Nov 12, 2025

BUY
$233.83 - $276.34 $113,641 - $134,301
486 Added 38.97%
1,733 $463,000
Q2 2025

Aug 14, 2025

SELL
$233.83 - $276.34 $110,835 - $130,985
-474 Reduced 27.54%
1,247 $333,000
Q1 2025

May 15, 2025

BUY
$232.43 - $265.13 $400,012 - $456,288
1,721 New
1,721 $455 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 $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 ...
More about TRV
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