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 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-335- 58.46% |
$68.1K - $77.3K
|
238
$56.5K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6- 0.06% |
$1.22K - $1.39K
|
9.51K
$2.26M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 2.08% |
$20.7K - $23.6K
|
4.79K
$1.14M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-839- 5.14% |
$171K - $194K
|
15.5K
$3.68M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-18- 0.31% |
$3.66K - $4.16K
|
5.77K
$1.37M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
113New |
$23K - $26.1K
|
113
$26.8K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$203 - $231
|
101
$24K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-768- 9.26% |
$156K - $177K
|
7.53K
$1.79M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
158+ 2.24% |
$32.1K - $36.5K
|
7.22K
$1.71M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
13+ 0.98% |
$2.64K - $3K
|
1.34K
$317K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
119+ 2.21% |
$24.2K - $27.5K
|
5.5K
$1.31M
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
18+ 0.34% |
$3.66K - $4.16K
|
5.33K
$1.27M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-131- 79.39% |
$26.6K - $30.2K
|
34
$8.08K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 3.54% |
$2.85K - $3.23K
|
409
$97.2K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-6.34K- 4.68% |
$1.29M - $1.46M
|
129K
$30.7M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
248+ 27.07% |
$50.4K - $57.3K
|
1.16K
$277K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10+ 0.2% |
$2.03K - $2.31K
|
5.02K
$1.19M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$203 - $231
|
1.38K
$327K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.44% |
$2.03K - $2.31K
|
2.29K
$543K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
8.51KNew |
$1.73M - $1.97M
|
8.51K
$2.02M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
148+ 8.15% |
$30.1K - $34.2K
|
1.96K
$467K
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
7+ 0.52% |
$1.42K - $1.62K
|
1.35K
$321K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 9.36% |
$3.25K - $3.69K
|
155
$36.8K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426New |
$86.6K - $98.4K
|
426
$101K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 36.0% |
$3.66K - $4.16K
|
32
$7.6K
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
72+ 7.45% |
$14.6K - $16.6K
|
1.04K
$247K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
208+ 3.4% |
$42.3K - $48K
|
6.32K
$1.5M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-30- 1.19% |
$6.1K - $6.93K
|
2.49K
$592K
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 4.42% |
$20.3K - $23.1K
|
2.16K
$514K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.05K+ 162.58% |
$620K - $704K
|
4.93K
$1.17M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-83- 2.69% |
$16.9K - $19.2K
|
3.01K
$714K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 16.93% |
$19.3K - $21.9K
|
656
$156K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 3.61% |
$20.3K - $23.1K
|
2.87K
$682K
|
|
Q1 2024 | |||||||
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.82K+ 65.15% |
$348K - $419K
|
4.62K
$1.1M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-698- 8.54% |
$134K - $161K
|
7.48K
$1.78M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 2.88% |
$21.7M - $26.1M
|
4.04M
$961M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.07% |
$383 - $460
|
2.94K
$698K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.63KNew |
$1.65M - $1.99M
|
8.63K
$2.05M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.16KNew |
$1.56M - $1.88M
|
8.16K
$1.94M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.84K- 4.28% |
$352K - $424K
|
41.2K
$9.79M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-301- 16.9% |
$57.6K - $69.3K
|
1.48K
$352K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.94K- 28.01% |
$1.33M - $1.6M
|
17.8K
$4.24M
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.31KNew |
$251K - $302K
|
1.31K
$311K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7New |
$1.34K - $1.61K
|
7
$1.66K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.98K- 7.21% |
$570K - $686K
|
38.4K
$9.12M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.04K+ 265.57% |
$1.35M - $1.62M
|
9.7K
$2.3M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-571- 36.81% |
$109K - $131K
|
980
$233K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.83KNew |
$351K - $422K
|
1.83K
$435K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
988New |
$189K - $227K
|
988
$235K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-39- 0.36% |
$7.46K - $8.98K
|
10.9K
$2.59M
|