A detailed history of United Advisor Group, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, United Advisor Group, LLC holds 965 shares of TRV stock, worth $277,234. This represents 0.04% of its overall portfolio holdings.

Number of Shares
965
Previous 1,245 22.49%
Holding current value
$277,234
Previous $333,000 19.22%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 12, 2025

SELL
$250.62 - $279.43 $70,173 - $78,240
-280 Reduced 22.49%
965 $269,000
Q2 2025

Aug 11, 2025

BUY
$233.83 - $276.34 $5,378 - $6,355
23 Added 1.88%
1,245 $333,000
Q1 2025

Apr 21, 2025

SELL
$232.43 - $265.13 $105,058 - $119,838
-452 Reduced 27.0%
1,222 $323,000
Q4 2024

Feb 24, 2025

BUY
$225.97 - $266.66 $75,925 - $89,597
336 Added 25.11%
1,674 $403,000
Q3 2024

Oct 30, 2024

BUY
$201.87 - $242.35 $270,102 - $324,264
1,338 New
1,338 $313,000

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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.