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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
945New |
$191K - $229K
|
945
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 0.82% |
$2.02K - $2.42K
|
1.22K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
775New |
$156K - $188K
|
775
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.32K- 1.83% |
$267K - $320K
|
70.7K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.53KNew |
$309K - $371K
|
1.53K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.33K- 16.28% |
$672K - $807K
|
17.1K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
66+ 3.43% |
$13.3K - $16K
|
1.99K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1K+ 3.23% |
$202K - $242K
|
32K
$7.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
57New |
$11.5K - $13.8K
|
57
$14K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-780- 4.09% |
$157K - $189K
|
18.3K
$4.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.3K- 1.45% |
$262K - $315K
|
88.4K
$21.7M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-219- 7.06% |
$44.2K - $53.1K
|
2.88K
$707K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
27+ 0.15% |
$5.45K - $6.54K
|
17.5K
$4.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-399- 4.4% |
$80.5K - $96.7K
|
8.68K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.39K- 3.0% |
$280K - $336K
|
44.8K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.95KNew |
$393K - $471K
|
1.95K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.34KNew |
$270K - $324K
|
1.34K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$2.83K - $3.39K
|
2.02K
$496K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 2.61% |
$807 - $969
|
157
$38.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-3.3K- 10.99% |
$666K - $800K
|
26.7K
$6.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-125- 2.86% |
$25.2K - $30.3K
|
4.25K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
180+ 14.94% |
$36.3K - $43.6K
|
1.39K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-24- 0.59% |
$4.84K - $5.82K
|
4.03K
$989K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-82- 29.08% |
$16.6K - $19.9K
|
200
$49K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.07KNew |
$215K - $258K
|
1.07K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
908New |
$183K - $220K
|
908
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.05% |
$202 - $242
|
1.85K
$453K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-60- 1.59% |
$12.1K - $14.5K
|
3.72K
$912K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-100- 2.28% |
$20.2K - $24.2K
|
4.28K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$2.02K - $2.42K
|
10
$2.45K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.49% |
$202 - $242
|
205
$50.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.74% |
$6.06K - $7.27K
|
1.75K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
73.9K+ 12.3% |
$14.9M - $17.9M
|
675K
$165M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.69K+ 14.02% |
$1.55M - $1.86M
|
62.5K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-215- 0.98% |
$43.4K - $52.1K
|
21.8K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.37% |
$336K - $404K
|
24.5K
$6M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 1.11% |
$202 - $242
|
91
$22.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.76K- 1.58% |
$1.77M - $2.12M
|
547K
$134M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
872New |
$176K - $211K
|
872
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.04K+ 18.57% |
$209K - $251K
|
6.61K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
33+ 1.38% |
$6.66K - $8K
|
2.43K
$595K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.6% |
$202 - $242
|
169
$41.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
24New |
$4.84K - $5.82K
|
24
$5.88K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 0.97% |
$38.4K - $46K
|
19.5K
$4.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
189+ 8.14% |
$38.2K - $45.8K
|
2.51K
$615K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.35% |
$1.01K - $1.21K
|
1.44K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
465New |
$93.9K - $113K
|
465
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 30.0% |
$606 - $727
|
13
$3.19K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$203K - $244K
|
1.01K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 2.82% |
$10.1K - $12.1K
|
1.72K
$422K
|