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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
211New |
$30.7K - $34.3K
|
211
$56.3K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
117New |
$17K - $19K
|
117
$31.2K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
22+ 41.51% |
$3.2K - $3.57K
|
75
$20K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10New |
$1.45K - $1.62K
|
10
$2.67K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.53KNew |
$1.11M - $1.22M
|
7.53K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.97KNew |
$876K - $970K
|
5.97K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
2.85KNew |
$419K - $464K
|
2.85K
$761K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.32KNew |
$341K - $378K
|
2.32K
$620K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
430New |
$63.1K - $69.9K
|
430
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
407+ 3.13% |
$59.8K - $66.2K
|
13.4K
$3.58M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
382New |
$56.1K - $62.1K
|
382
$102K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
171+ 551.61% |
$25.1K - $27.8K
|
202
$53.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
96+ 19.2% |
$14.1K - $15.6K
|
596
$159K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
44+ 112.82% |
$6.46K - $7.15K
|
83
$22.1K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
67.4K+ 45.63% |
$9.76M - $10.9M
|
215K
$57.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
10.1KNew |
$1.46M - $1.63M
|
10.1K
$2.69M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
6.65KNew |
$963K - $1.08M
|
6.65K
$1.77M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.43KNew |
$642K - $717K
|
4.43K
$1.18M
|
|
|
Jul 15, 2021
Q2 2021
|
Field & Main Bank
|
BUY
|
- |
743New |
$108K - $120K
|
743
$198K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
76+ 7600.0% |
$11K - $12.3K
|
77
$20.5K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
4.42KNew |
$594K - $697K
|
4.42K
$1.18M
|
|
|
Apr 12, 2021
Q1 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$322K - $377K
|
2.39K
$638K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
443New |
$59.6K - $70K
|
443
$118K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Somerville Kurt F
|
BUY
|
- |
1.58KNew |
$170K - $221K
|
1.58K
$420K
|
|
|
Feb 08, 2021
Q4 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.5KNew |
$161K - $210K
|
1.5K
$399K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
300New |
$32.3K - $42.1K
|
300
$80K
|
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
106New |
$11.4K - $14.9K
|
106
$28.3K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
70New |
$7.55K - $9.83K
|
70
$18.7K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
273New |
$29.3K - $33.4K
|
273
$72.8K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
34+ 1.13% |
$3.06K - $4.35K
|
3.04K
$812K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
CALL |
2.13KNew |
$174K - $301K
|
2.13K
$568K
|
|
|
Apr 20, 2020
Q1 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100New |
$8.17K - $14.1K
|
100
$26.7K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
2.3KNew |
$297K - $335K
|
2.3K
$614K
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200New |
$25.8K - $29.1K
|
200
$53.4K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
2.32KNew |
$333K - $360K
|
2.32K
$620K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.47KNew |
$334K - $378K
|
2.47K
$659K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
9.74KNew |
$1.12M - $1.34M
|
9.74K
$2.6M
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.24KNew |
$373K - $444K
|
3.24K
$863K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.48KNew |
$505K - $590K
|
4.48K
$1.2M
|
|
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
PUT |
2KNew |
$225K - $263K
|
2K
$534K
|
|
|
Feb 11, 2019
Q4 2018
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
628New |
$70.7K - $82.7K
|
628
$168K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
150New |
$16.9K - $19.7K
|
150
$40K
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
96New |
$10.8K - $12.6K
|
96
$25.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
7New |
$788 - $922
|
7
$1.87K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
171KNew |
$21M - $23M
|
171K
$45.7M
|
|
|
Oct 25, 2018
Q3 2018
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
2KNew |
$245K - $269K
|
2K
$534K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
99.7K+ 31455.52% |
$12.1M - $13.9M
|
100K
$26.7M
|
|
|
Aug 16, 2018
Q2 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
7KNew |
$849K - $975K
|
7K
$1.87M
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
25.9KNew |
$3.4M - $3.89M
|
25.9K
$6.91M
|
|
|
May 15, 2018
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
183New |
$24.1K - $27.5K
|
183
$48.8K
|
|