Mount Yale Investment Advisors, LLC Travelers Companies, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,707 shares of TRV stock, worth $1.64 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,707
Previous 1,861
206.66%
Holding current value
$1.64 Million
Previous $497,000
220.52%
% of portfolio
0.12%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding TRV
# of Institutions
1,900Shares Held
172MCall Options Held
633KPut Options Held
484K-
Vanguard Group Inc Valley Forge, PA22.1MShares$6.35 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 ...