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 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
16.7KNew |
$3.39M - $3.85M
|
16.7K
$3.96M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-678- 0.49% |
$138K - $157K
|
138K
$32.8M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-233- 89.62% |
$47.4K - $53.8K
|
27
$6.41K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 2.69% |
$2.53M - $2.87M
|
450K
$107M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.78K- 3.76% |
$768K - $872K
|
96.6K
$23M
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$203 - $231
|
1.2K
$284K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-859- 20.01% |
$175K - $198K
|
3.43K
$816K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-6.22K- 25.16% |
$1.26M - $1.44M
|
18.5K
$4.39M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.64K- 10.94% |
$333K - $378K
|
13.3K
$3.17M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 1.62% |
$293K - $333K
|
90.2K
$21.4M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
920+ 4.79% |
$187K - $212K
|
20.1K
$4.79M
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 1.01% |
$2.24K - $2.54K
|
1.1K
$262K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-44- 2.23% |
$8.95K - $10.2K
|
1.93K
$459K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-2- 0.13% |
$407 - $462
|
1.51K
$359K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-939- 6.79% |
$191K - $217K
|
12.9K
$3.06M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-92- 6.75% |
$18.7K - $21.2K
|
1.27K
$302K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
153+ 1.87% |
$31.1K - $35.3K
|
8.34K
$1.98M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15+ 0.73% |
$3.05K - $3.46K
|
2.08K
$495K
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-20- 1.69% |
$4.07K - $4.62K
|
1.16K
$276K
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.95% |
$4.47K - $5.08K
|
2.33K
$553K
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
64+ 1.61% |
$13K - $14.8K
|
4.05K
$961K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.82K+ 5.0% |
$1.79M - $2.04M
|
185K
$44M
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.42K- 1.23% |
$288K - $327K
|
114K
$27.1M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-40- 0.5% |
$8.13K - $9.24K
|
8.02K
$1.91M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24New |
$4.88K - $5.54K
|
24
$5.7K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.58% |
$1.02K - $1.15K
|
860
$204K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.29K- 16.08% |
$261K - $297K
|
6.71K
$1.59M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-227- 2.12% |
$46.2K - $52.4K
|
10.5K
$2.49M
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-14- 0.54% |
$2.85K - $3.23K
|
2.58K
$613K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
102+ 9.28% |
$20.7K - $23.6K
|
1.2K
$285K
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-37- 3.16% |
$7.52K - $8.54K
|
1.14K
$270K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
220+ 1.33% |
$44.7K - $50.8K
|
16.7K
$3.98M
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-699- 6.15% |
$142K - $161K
|
10.7K
$2.53M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.16% |
$1.42K - $1.62K
|
4.48K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17+ 170.0% |
$3.46K - $3.93K
|
27
$6.41K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-309- 18.96% |
$62.8K - $71.3K
|
1.32K
$314K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
464+ 18.3% |
$94.3K - $107K
|
3K
$713K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
26+ 2.0% |
$5.29K - $6K
|
1.33K
$315K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-149- 4.96% |
$30.3K - $34.4K
|
2.86K
$679K
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-429- 18.11% |
$87.2K - $99.1K
|
1.94K
$461K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
60New |
$12.2K - $13.9K
|
60
$14.3K
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.04KNew |
$212K - $241K
|
1.04K
$248K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
40+ 2.82% |
$8.13K - $9.24K
|
1.46K
$346K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
611+ 19.6% |
$124K - $141K
|
3.73K
$886K
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
208K+ 478.52% |
$42.3M - $48M
|
252K
$59.8M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.5K- 9.67% |
$305K - $346K
|
14K
$3.33M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.68KNew |
$341K - $388K
|
1.68K
$399K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
44+ 4400.0% |
$8.95K - $10.2K
|
45
$10.7K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$2.36M - $2.68M
|
11.6K
$2.76M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-29- 14.57% |
$5.9K - $6.7K
|
170
$40.4K
|