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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.74% |
$4K - $4.37K
|
1.46K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
23New |
$3.68K - $4.02K
|
23
$6.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 10.16% |
$2.08K - $2.27K
|
141
$37.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8+ 0.57% |
$1.28K - $1.4K
|
1.42K
$373K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8New |
$1.28K - $1.4K
|
8
$2.11K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$1.12K - $1.22K
|
7
$1.84K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 11.11% |
$480 - $525
|
30
$7.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$160 - $175
|
1
$263
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
37.3K+ 287.71% |
$6.28M - $6.85M
|
50.3K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.2K+ 364.71% |
$4.57M - $4.99M
|
34.6K
$9.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.4K+ 5.28% |
$1.58M - $1.73M
|
187K
$49.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.14K+ 18.71% |
$1.37M - $1.5M
|
51.7K
$13.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
6.98KNew |
$1.17M - $1.28M
|
6.98K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.21KNew |
$373K - $407K
|
2.21K
$583K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.05KNew |
$346K - $377K
|
2.05K
$540K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.01KNew |
$338K - $369K
|
2.01K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$266K - $290K
|
1.58K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.43KNew |
$241K - $263K
|
1.43K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35KNew |
$227K - $248K
|
1.35K
$356K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.23KNew |
$207K - $226K
|
1.23K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.23KNew |
$206K - $225K
|
1.23K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22KNew |
$205K - $224K
|
1.22K
$320K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$198K - $216K
|
1.17K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1K+ 92.42% |
$168K - $184K
|
2.08K
$548K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
734+ 2.76% |
$124K - $135K
|
27.4K
$7.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
714+ 11.67% |
$120K - $131K
|
6.83K
$1.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
536New |
$90.2K - $98.5K
|
536
$141K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
265New |
$44.6K - $48.7K
|
265
$69.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
244+ 4.78% |
$41.1K - $44.8K
|
5.35K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
219+ 1.49% |
$36.9K - $40.2K
|
14.9K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 7.28% |
$34.3K - $37.5K
|
3.01K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 1.52% |
$25.4K - $27.7K
|
10.1K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
120New |
$20.2K - $22.1K
|
120
$31.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85+ 7.0% |
$14.3K - $15.6K
|
1.3K
$342K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
74New |
$12.5K - $13.6K
|
74
$19.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
36+ 2.13% |
$6.06K - $6.62K
|
1.72K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
32+ 1.61% |
$5.39K - $5.88K
|
2.02K
$530K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 2.8% |
$4.88K - $5.33K
|
1.07K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
12+ 0.75% |
$2.02K - $2.21K
|
1.61K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.68K - $1.84K
|
10
$2.63K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.67% |
$505 - $551
|
454
$120K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.17% |
$505 - $551
|
1.78K
$468K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 5.56% |
$337 - $368
|
38
$10K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.06% |
$168 - $184
|
1.76K
$462K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
204KNew |
$33.5M - $39.6M
|
204K
$53.8M
|
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
50KNew |
$8.19M - $9.69M
|
50K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
10.8KNew |
$1.77M - $2.1M
|
10.8K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.16KNew |
$1.5M - $1.78M
|
9.16K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.81KNew |
$1.12M - $1.32M
|
6.81K
$1.79M
|
|