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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-77- 1.42% |
$15.5K - $18.7K
|
5.34K
$1.31M
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.17% |
$404 - $485
|
1.16K
$285K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-58- 5.95% |
$11.7K - $14.1K
|
916
$225K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.12% |
$141K - $170K
|
62.1K
$15.2M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-34- 0.56% |
$6.86K - $8.24K
|
6.04K
$1.48M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7- 0.37% |
$1.41K - $1.7K
|
1.86K
$457K
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.06K- 1.18% |
$215K - $258K
|
89.1K
$21.8M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 6.05% |
$80.7K - $96.9K
|
6.22K
$1.52M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
188+ 4.89% |
$38K - $45.6K
|
4.03K
$988K
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-964- 30.87% |
$195K - $234K
|
2.16K
$529K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-832- 0.39% |
$168K - $202K
|
210K
$51.5M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-93- 2.86% |
$18.8K - $22.5K
|
3.16K
$775K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
51+ 3.94% |
$10.3K - $12.4K
|
1.35K
$330K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12New |
$2.42K - $2.91K
|
12
$2.94K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.41% |
$606 - $727
|
743
$182K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-50- 4.71% |
$10.1K - $12.1K
|
1.01K
$248K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
273+ 5.73% |
$55.1K - $66.2K
|
5.04K
$1.24M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-306- 2.55% |
$61.8K - $74.2K
|
11.7K
$2.86M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
668New |
$135K - $162K
|
668
$164K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.16K- 7.14% |
$233K - $280K
|
15K
$3.69M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.43% |
$1.01K - $1.21K
|
1.15K
$282K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-2.9K- 49.09% |
$585K - $702K
|
3.01K
$737K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
364+ 3.07% |
$73.5K - $88.2K
|
12.2K
$2.99M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
345+ 75.49% |
$69.6K - $83.6K
|
802
$197K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
226New |
$45.6K - $54.8K
|
226
$55.4K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3KNew |
$605K - $727K
|
3K
$735K
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
76+ 4.86% |
$15.3K - $18.4K
|
1.64K
$402K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
509New |
$103K - $123K
|
509
$125K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.02K- 7.18% |
$1.01M - $1.22M
|
64.9K
$15.9M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.65K- 20.34% |
$334K - $401K
|
6.48K
$1.59M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
6.12K+ 2.31% |
$1.23M - $1.48M
|
270K
$66.3M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
630+ 47.98% |
$127K - $153K
|
1.94K
$476K
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.25% |
$606 - $727
|
1.23K
$301K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.32% |
$202 - $242
|
311
$76.3K
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.29% |
$202 - $242
|
343
$84.1K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
38.2KNew |
$7.72M - $9.26M
|
38.2K
$9.37M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$202 - $242
|
1
$245
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.9KNew |
$4.21M - $5.06M
|
20.9K
$5.11M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
219+ 40.56% |
$44.2K - $53.1K
|
759
$186K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$202 - $242
|
4.03K
$987K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.57% |
$5.05K - $6.06K
|
4.38K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
67+ 2.52% |
$13.5K - $16.2K
|
2.72K
$667K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
298+ 1.21% |
$60.2K - $72.2K
|
24.9K
$6.11M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
344+ 3.83% |
$69.4K - $83.4K
|
9.33K
$2.29M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
162+ 1.16% |
$32.7K - $39.3K
|
14.1K
$3.46M
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.5KNew |
$706K - $848K
|
3.5K
$858K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$606 - $727
|
3
$736
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
71+ 1.22% |
$14.3K - $17.2K
|
5.9K
$1.45M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.93K+ 3.47% |
$390K - $468K
|
57.6K
$14.1M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 1.17% |
$10.5K - $12.6K
|
4.48K
$1.1M
|