Latest Institutional Transactions on Travelers Companies, Inc. (TRV)
This table provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-8- 0.02% |
$1.81K - $2.13K
|
36.1K
$9.28M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-22.9K- 9.65% |
$5.18M - $6.11M
|
215K
$55.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.53KNew |
$1.7M - $2.01M
|
7.53K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-373- 11.03% |
$84.3K - $99.5K
|
3.01K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
9.46K+ 30.41% |
$2.14M - $2.52M
|
40.6K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.91K- 21.06% |
$2.24M - $2.64M
|
37.1K
$9.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.54K+ 2.67% |
$348K - $410K
|
59.2K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.1K- 10.26% |
$247K - $292K
|
9.58K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.48% |
$6.78K - $8K
|
6.25K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
177+ 2.29% |
$40K - $47.2K
|
7.89K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
12KNew |
$2.71M - $3.2M
|
12K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
119+ 17.32% |
$26.9K - $31.7K
|
806
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-73- 1.81% |
$16.5K - $19.5K
|
3.96K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
347+ 0.35% |
$78.4K - $92.5K
|
98.4K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$226 - $267
|
2.97K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.97K+ 6.74% |
$446K - $526K
|
31.2K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
37+ 0.57% |
$8.36K - $9.87K
|
6.49K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
189+ 18.68% |
$42.7K - $50.4K
|
1.2K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-9- 0.19% |
$2.03K - $2.4K
|
4.76K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-780- 8.99% |
$176K - $208K
|
7.89K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 3.39% |
$8.81K - $10.4K
|
1.19K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-49.9K- 23.25% |
$11.3M - $13.3M
|
165K
$42.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-111- 0.65% |
$25.1K - $29.6K
|
17K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
949New |
$214K - $253K
|
949
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 60.36% |
$23K - $27.2K
|
67
$17.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
157+ 2.93% |
$35.5K - $41.9K
|
5.52K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-248- 1.46% |
$56K - $66.1K
|
16.7K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
229New |
$51.7K - $61.1K
|
229
$58.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.17KNew |
$265K - $313K
|
1.17K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.21K- 50.03% |
$2.08M - $2.46M
|
9.2K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
205+ 1.71% |
$46.3K - $54.7K
|
12.2K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
323+ 1.9% |
$73K - $86.1K
|
17.3K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
13.7KNew |
$3.1M - $3.66M
|
13.7K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.6K- 6.13% |
$2.62M - $3.09M
|
177K
$45.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-13- 1.06% |
$2.94K - $3.47K
|
1.21K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
172+ 2.51% |
$38.9K - $45.9K
|
7.01K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-175- 1.17% |
$39.5K - $46.7K
|
14.8K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.72K- 17.97% |
$388K - $458K
|
7.84K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
886+ 16.6% |
$200K - $236K
|
6.22K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 3.51% |
$904 - $1.07K
|
118
$30.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-32- 6.82% |
$7.23K - $8.53K
|
437
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.15KNew |
$261K - $308K
|
1.15K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
71+ 4.06% |
$16K - $18.9K
|
1.82K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-252- 3.76% |
$56.9K - $67.2K
|
6.46K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
62+ 5.72% |
$14K - $16.5K
|
1.15K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
1.2KNew |
$271K - $320K
|
1.2K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-855- 6.55% |
$193K - $228K
|
12.2K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-284- 0.88% |
$64.2K - $75.7K
|
32.1K
$8.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
929New |
$210K - $248K
|
929
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
17.2K+ 34.81% |
$3.88M - $4.58M
|
66.5K
$17.1M
|