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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$2.85K - $3.23K
|
7.06K
$1.69M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-150- 81.97% |
$30.5K - $34.6K
|
33
$7.91K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.27K+ 14.02% |
$259K - $294K
|
10.4K
$2.48M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21+ 0.48% |
$4.27K - $4.85K
|
4.43K
$1.06M
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-155- 0.67% |
$31.5K - $35.8K
|
22.9K
$5.49M
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-86- 1.29% |
$17.5K - $19.9K
|
6.6K
$1.58M
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
150+ 16.93% |
$30.5K - $34.6K
|
1.04K
$248K
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-78- 0.53% |
$15.9K - $18K
|
14.7K
$3.52M
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.43K- 2.14% |
$493K - $560K
|
111K
$26.6M
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15- 0.55% |
$3.05K - $3.46K
|
2.72K
$652K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$203 - $231
|
974
$234K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-163- 11.92% |
$33.1K - $37.6K
|
1.21K
$289K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-90- 1.81% |
$18.3K - $20.8K
|
4.89K
$1.17M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
461+ 0.48% |
$93.7K - $106K
|
97.5K
$23.4M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.21K- 9.33% |
$1.87M - $2.13M
|
89.5K
$21.5M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30- 16.67% |
$6.1K - $6.93K
|
150
$36K
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
1.41K+ 31.29% |
$286K - $325K
|
5.9K
$1.42M
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
193+ 2.83% |
$39.2K - $44.6K
|
7.01K
$1.68M
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-21.5K- 41.07% |
$4.38M - $4.97M
|
30.9K
$7.4M
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-154- 5.58% |
$31.3K - $35.6K
|
2.61K
$625K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 0.54% |
$40.7K - $46.2K
|
36.6K
$8.78M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.3K- 1.21% |
$1.08M - $1.22M
|
433K
$104M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
33+ 0.07% |
$6.71K - $7.62K
|
48.7K
$11.7M
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-640- 19.63% |
$130K - $148K
|
2.62K
$628K
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
219+ 1.12% |
$44.5K - $50.6K
|
19.7K
$4.72M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4+ 0.33% |
$813 - $924
|
1.23K
$295K
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.59K- 8.86% |
$527K - $598K
|
26.6K
$6.39M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-325- 3.15% |
$66.1K - $75K
|
10K
$2.4M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
68+ 3.73% |
$13.8K - $15.7K
|
1.89K
$453K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$203 - $231
|
1
$240
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.44K- 4.81% |
$1.11M - $1.26M
|
108K
$25.8M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.15K- 2.27% |
$235K - $266K
|
49.7K
$11.9M
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-60- 2.72% |
$12.2K - $13.9K
|
2.15K
$515K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.84K- 12.9% |
$781K - $887K
|
25.9K
$6.22M
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.89K- 7.95% |
$385K - $437K
|
21.9K
$5.25M
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-135- 5.99% |
$27.5K - $31.2K
|
2.12K
$508K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 15.0% |
$1.22K - $1.39K
|
34
$8.15K
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
25+ 0.99% |
$5.08K - $5.77K
|
2.55K
$611K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-328- 10.76% |
$66.7K - $75.7K
|
2.72K
$652K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.9K- 43.43% |
$997K - $1.13M
|
6.39K
$1.53M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$3.86K - $4.39K
|
19
$4.56K
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.65K+ 7.27% |
$538K - $611K
|
39.1K
$9.36M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
17.7KNew |
$3.59M - $4.08M
|
17.7K
$4.23M
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
55K+ 42.99% |
$11.2M - $12.7M
|
183K
$43.8M
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.11% |
$407 - $462
|
1.85K
$443K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.53% |
$203 - $231
|
189
$45.3K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 0.78% |
$6.3K - $7.16K
|
4.03K
$965K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1K- 0.93% |
$204K - $232K
|
107K
$25.6M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-689- 0.95% |
$140K - $159K
|
72.1K
$17.3M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
573+ 9.82% |
$117K - $132K
|
6.41K
$1.54M
|