Latest Institutional Purchases of Travelers Companies, Inc. (TRV)
This list provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
68+ 3.73% |
$13.8K - $15.7K
|
1.89K
$485K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
65New |
$13.2K - $15K
|
65
$16.7K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
65+ 0.88% |
$13.2K - $15K
|
7.48K
$1.92M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$13.2K - $15K
|
65
$16.7K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65+ 11.86% |
$13.2K - $15K
|
613
$157K
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
64+ 1.61% |
$13K - $14.8K
|
4.05K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
61+ 2.14% |
$12.4K - $14.1K
|
2.91K
$748K
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
60+ 1.76% |
$12.2K - $13.9K
|
3.47K
$891K
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
58+ 1.21% |
$11.8K - $13.4K
|
4.84K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
57+ 0.09% |
$11.6K - $13.2K
|
64.6K
$16.6M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
56+ 1.94% |
$11.4K - $12.9K
|
2.95K
$757K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
56New |
$11.4K - $12.9K
|
56
$14.4K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
55+ 1.93% |
$11.2K - $12.7K
|
2.91K
$747K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
50+ 2.81% |
$10.2K - $11.5K
|
1.83K
$469K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
48+ 0.66% |
$9.76K - $11.1K
|
7.29K
$1.87M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
46New |
$9.35K - $10.6K
|
46
$11.8K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
46+ 0.28% |
$9.35K - $10.6K
|
16.4K
$4.2M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
44+ 4400.0% |
$8.95K - $10.2K
|
45
$11.6K
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
40+ 4.24% |
$8.13K - $9.24K
|
984
$253K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.31% |
$7.52K - $8.54K
|
12K
$3.08M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34+ 2.48% |
$6.91K - $7.85K
|
1.4K
$360K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.7% |
$6.71K - $7.62K
|
4.78K
$1.23M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
33+ 0.07% |
$6.71K - $7.62K
|
48.7K
$12.5M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32New |
$6.51K - $7.39K
|
32
$8.22K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 45.07% |
$6.51K - $7.39K
|
103
$26.5K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
30+ 1.81% |
$6.1K - $6.93K
|
1.69K
$433K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30+ 1.48% |
$6.1K - $6.93K
|
2.06K
$528K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
30+ 2.52% |
$6.1K - $6.93K
|
1.22K
$313K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
28New |
$5.69K - $6.46K
|
28
$7.19K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
25+ 1.32% |
$5.08K - $5.77K
|
1.93K
$495K
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
25+ 0.99% |
$5.08K - $5.77K
|
2.55K
$655K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
24+ 1.22% |
$4.88K - $5.54K
|
1.99K
$511K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24New |
$4.88K - $5.54K
|
24
$6.17K
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
23+ 0.59% |
$4.68K - $5.31K
|
3.92K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
22+ 1.41% |
$4.47K - $5.08K
|
1.59K
$408K
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
21+ 0.21% |
$4.27K - $4.85K
|
10K
$2.57M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
20+ 285.71% |
$4.07K - $4.62K
|
27
$6.94K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$3.86K - $4.39K
|
19
$4.88K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
18+ 0.54% |
$3.66K - $4.16K
|
3.37K
$867K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17New |
$3.46K - $3.93K
|
17
$4.37K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17+ 170.0% |
$3.46K - $3.93K
|
27
$6.94K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$2.85K - $3.23K
|
14
$3.6K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14+ 0.38% |
$2.85K - $3.23K
|
3.67K
$942K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$2.85K - $3.23K
|
7.06K
$1.81M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
13+ 0.98% |
$2.64K - $3K
|
1.34K
$343K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.42% |
$2.44K - $2.77K
|
2.9K
$745K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12New |
$2.44K - $2.77K
|
12
$3.08K
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
11+ 0.57% |
$2.24K - $2.54K
|
1.95K
$500K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.09% |
$2.24K - $2.54K
|
12.5K
$3.21M
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10+ 0.2% |
$2.03K - $2.31K
|
5.02K
$1.29M
|