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 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
169New |
$34.4K - $39K
|
169
$40.2K
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-390- 1.07% |
$79.3K - $90K
|
36.2K
$8.6M
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-5- 0.41% |
$1.02K - $1.15K
|
1.22K
$289K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
144+ 8.72% |
$29.3K - $33.2K
|
1.8K
$426K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 0.91% |
$4.47K - $5.08K
|
2.39K
$567K
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.42K - $1.62K
|
2.63K
$624K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-30- 2.87% |
$6.1K - $6.93K
|
1.02K
$242K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30+ 1.48% |
$6.1K - $6.93K
|
2.06K
$489K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
69+ 6.9% |
$14K - $15.9K
|
1.07K
$254K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.39KNew |
$283K - $321K
|
1.39K
$330K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.21K+ 7.58% |
$247K - $280K
|
17.2K
$4.09M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 9.16% |
$2.47M - $2.81M
|
145K
$34.4M
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-254- 5.65% |
$51.6K - $58.6K
|
4.24K
$1.01M
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-50- 0.18% |
$10.2K - $11.5K
|
27.4K
$6.51M
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-77- 2.56% |
$15.7K - $17.8K
|
2.93K
$696K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.09% |
$2.24K - $2.54K
|
12.5K
$2.97M
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
12KNew |
$2.44M - $2.77M
|
12K
$2.85M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
18+ 0.54% |
$3.66K - $4.16K
|
3.37K
$802K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
30+ 2.52% |
$6.1K - $6.93K
|
1.22K
$290K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-745- 3.63% |
$151K - $172K
|
19.8K
$4.7M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
782+ 36.19% |
$159K - $181K
|
2.94K
$699K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.9K- 27.67% |
$386K - $439K
|
4.97K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-296- 12.82% |
$60.2K - $68.3K
|
2.01K
$478K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 8.7% |
$26.4K - $30K
|
1.62K
$386K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
361+ 1.8% |
$73.4K - $83.4K
|
20.4K
$4.86M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65+ 11.86% |
$13.2K - $15K
|
613
$146K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.29K- 44.87% |
$262K - $297K
|
1.58K
$376K
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-28- 1.85% |
$5.69K - $6.46K
|
1.49K
$353K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.16% |
$203 - $231
|
615
$146K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-400- 61.54% |
$81.3K - $92.4K
|
250
$59.4K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
92+ 1.48% |
$18.7K - $21.2K
|
6.32K
$1.5M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
683+ 199.13% |
$139K - $158K
|
1.03K
$244K
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-174- 14.2% |
$35.4K - $40.2K
|
1.05K
$250K
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-35- 1.46% |
$7.12K - $8.08K
|
2.36K
$562K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
867+ 3.37% |
$176K - $200K
|
26.6K
$6.32M
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31+ 0.8% |
$6.3K - $7.16K
|
3.91K
$930K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 2.99% |
$1.83K - $2.08K
|
310
$73.6K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.48K+ 8.68% |
$708K - $804K
|
43.6K
$10.4M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-363- 2.7% |
$73.8K - $83.8K
|
13.1K
$3.11M
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.36% |
$1.02K - $1.15K
|
1.41K
$334K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-20- 0.94% |
$4.07K - $4.62K
|
2.11K
$500K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
61+ 6.31% |
$12.4K - $14.1K
|
1.03K
$244K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 53.85% |
$1.42K - $1.62K
|
6
$1.43K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-83- 5.89% |
$16.9K - $19.2K
|
1.33K
$315K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
44+ 29.73% |
$8.95K - $10.2K
|
192
$45.6K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14+ 1.29% |
$2.85K - $3.23K
|
1.1K
$262K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-364- 12.39% |
$74K - $84K
|
2.57K
$612K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45+ 0.63% |
$9.15K - $10.4K
|
7.22K
$1.72M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.78K- 40.85% |
$769K - $873K
|
5.48K
$1.3M
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7+ 0.25% |
$1.42K - $1.62K
|
2.78K
$660K
|