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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9- 0.24% |
$1.83K - $2.08K
|
3.78K
$898K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-738- 72.28% |
$150K - $170K
|
283
$67.2K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.59% |
$407 - $462
|
342
$81.3K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
132New |
$26.8K - $30.5K
|
132
$31.4K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
73+ 3.45% |
$14.8K - $16.9K
|
2.19K
$520K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.02K- 0.52% |
$208K - $236K
|
197K
$46.8M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
27+ 0.83% |
$5.49K - $6.23K
|
3.28K
$778K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
671+ 15.19% |
$136K - $155K
|
5.09K
$1.21M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-317- 1.42% |
$64.5K - $73.2K
|
22K
$5.24M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-119- 34.49% |
$24.2K - $27.5K
|
226
$53.7K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.17K- 14.47% |
$847K - $962K
|
24.6K
$5.85M
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
92+ 8.72% |
$18.7K - $21.2K
|
1.15K
$273K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.02K- 31.55% |
$410K - $465K
|
4.37K
$1.04M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1+ 0.06% |
$203 - $231
|
1.6K
$379K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
46+ 0.28% |
$9.35K - $10.6K
|
16.4K
$3.89M
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
1.02KNew |
$207K - $236K
|
1.02K
$242K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 1.29% |
$813 - $924
|
305
$72.5K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
4+ 0.14% |
$813 - $924
|
2.86K
$680K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.17KNew |
$238K - $270K
|
1.17K
$277K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.46K- 3.52% |
$500K - $568K
|
67.5K
$16M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-47- 3.38% |
$9.56K - $10.9K
|
1.34K
$319K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.03K+ 27.73% |
$210K - $238K
|
4.75K
$1.13M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
300+ 14.29% |
$61K - $69.3K
|
2.4K
$570K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 2.77% |
$17.3K - $19.6K
|
3.16K
$750K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$239K - $271K
|
1.18K
$279K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.2K- 30.33% |
$244K - $277K
|
2.75K
$654K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-594- 33.0% |
$121K - $137K
|
1.21K
$287K
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.26% |
$61K - $69.3K
|
13K
$3.09M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 0.47% |
$4.47K - $5.08K
|
4.74K
$1.13M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 13.55% |
$4.27K - $4.85K
|
134
$31.8K
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-15- 7.73% |
$3.05K - $3.46K
|
179
$42.5K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.28K+ 33.18% |
$464K - $527K
|
9.16K
$2.18M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.11% |
$203 - $231
|
877
$208K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
491+ 13.16% |
$99.8K - $113K
|
4.22K
$1M
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-9.27K- 4.19% |
$1.89M - $2.14M
|
212K
$50.4M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-59- 2.61% |
$12K - $13.6K
|
2.2K
$522K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
75New |
$15.3K - $17.3K
|
75
$17.8K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 1.03% |
$3.05K - $3.46K
|
1.45K
$343K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
147+ 0.29% |
$29.9K - $33.9K
|
50.5K
$12M
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.28K- 7.04% |
$259K - $294K
|
16.8K
$4M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
45+ 3.05% |
$9.15K - $10.4K
|
1.52K
$361K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
69+ 4.89% |
$14K - $15.9K
|
1.48K
$351K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-296- 7.23% |
$60.2K - $68.3K
|
3.8K
$902K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.65K+ 88.38% |
$336K - $381K
|
3.52K
$836K
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-25- 0.75% |
$5.08K - $5.77K
|
3.31K
$786K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.06% |
$203 - $231
|
1.69K
$401K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
20+ 1.27% |
$4.07K - $4.62K
|
1.59K
$378K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.01K+ 207.87% |
$408K - $464K
|
2.97K
$707K
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 2.82% |
$20.3K - $23.1K
|
3.45K
$820K
|