A detailed history of New Wave Wealth Advisors LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 936 shares of TRV stock, worth $268,903. This represents 0.1% of its overall portfolio holdings.

Number of Shares
936
Previous 891 5.05%
Holding current value
$268,903
Previous $249 Million 9.13%
% of portfolio
0.1%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026

BUY
$261.57 - $287.42 $11,770 - $12,933
45 Added 5.05%
936 $271 Million
Q3 2025

Oct 30, 2025

BUY
$250.62 - $279.43 $21,553 - $24,030
86 Added 10.68%
891 $249 Million
Q2 2025

Jul 18, 2025

BUY
$233.83 - $276.34 $1,636 - $1,934
7 Added 0.88%
805 $215 Million
Q1 2025

Apr 25, 2025

SELL
$232.43 - $265.13 $42,069 - $47,988
-181 Reduced 18.49%
798 $211 Million
Q4 2024

Jan 23, 2025

SELL
$225.97 - $266.66 $11,298 - $13,333
-50 Reduced 4.86%
979 $236 Million
Q3 2024

Oct 23, 2024

BUY
$201.87 - $242.35 $1,614 - $1,938
8 Added 0.78%
1,029 $241 Million
Q2 2024

Aug 27, 2024

BUY
$203.34 - $230.89 $207,610 - $235,738
1,021 New
1,021 $208 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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