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 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$202 - $242
|
2
$490
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.61K+ 25.22% |
$527K - $633K
|
13K
$3.18M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-207- 15.61% |
$41.8K - $50.2K
|
1.12K
$274K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-316- 1.51% |
$63.8K - $76.6K
|
20.6K
$5.05M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
112New |
$22.6K - $27.1K
|
112
$27.5K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.31% |
$5.05K - $6.06K
|
8K
$1.96M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.21% |
$4.44K - $5.33K
|
1.84K
$451K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-9.83K- 3.04% |
$1.99M - $2.38M
|
314K
$77M
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
533+ 25.96% |
$108K - $129K
|
2.59K
$634K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 3.6% |
$6.26K - $7.51K
|
829
$203K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-483- 1.32% |
$97.5K - $117K
|
36.2K
$8.86M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.98% |
$606 - $727
|
308
$75.5K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-160- 5.11% |
$32.3K - $38.8K
|
2.97K
$729K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
603+ 6.9% |
$122K - $146K
|
9.34K
$2.29M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12- 0.55% |
$2.42K - $2.91K
|
2.19K
$536K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 0.46% |
$1.21K - $1.45K
|
1.32K
$323K
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-10- 5.59% |
$2.02K - $2.42K
|
169
$41.4K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16+ 26.67% |
$3.23K - $3.88K
|
76
$18.6K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 2.54% |
$606 - $727
|
115
$28.2K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 23.53% |
$807 - $969
|
13
$3.19K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 1.14% |
$4.44K - $5.33K
|
1.95K
$479K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.83% |
$3.43K - $4.12K
|
2.03K
$497K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 33.4% |
$206K - $247K
|
2.03K
$498K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-560- 30.6% |
$113K - $136K
|
1.27K
$311K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-68- 2.92% |
$13.7K - $16.5K
|
2.26K
$554K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.32% |
$202 - $242
|
309
$75.8K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.56KNew |
$315K - $379K
|
1.56K
$383K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
915New |
$185K - $222K
|
915
$224K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.03KNew |
$208K - $249K
|
1.03K
$252K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$13.1K - $15.8K
|
65
$15.9K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.63K+ 9.4% |
$531K - $637K
|
30.6K
$7.51M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
179+ 9.97% |
$36.1K - $43.4K
|
1.97K
$484K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1K- 23.23% |
$202K - $242K
|
3.3K
$810K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-453- 0.98% |
$91.4K - $110K
|
46K
$11.3M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.8KNew |
$2.39M - $2.87M
|
11.8K
$2.9M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.61K- 2.76% |
$324K - $389K
|
56.5K
$13.9M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.03% |
$1.21K - $1.45K
|
21.7K
$5.32M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.16% |
$2.22K - $2.67K
|
6.71K
$1.64M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 43.25% |
$630K - $757K
|
10.3K
$2.54M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-130- 1.77% |
$26.2K - $31.5K
|
7.2K
$1.76M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
918New |
$185K - $222K
|
918
$225K
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
970New |
$196K - $235K
|
970
$238K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 0.31% |
$2.22K - $2.67K
|
3.61K
$886K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.95K- 1.81% |
$394K - $473K
|
106K
$25.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 0.45% |
$413K - $496K
|
452K
$111M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 2.4% |
$469K - $563K
|
99K
$24.3M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
156New |
$31.5K - $37.8K
|
156
$38.2K
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
933New |
$188K - $226K
|
933
$229K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-45- 33.33% |
$9.08K - $10.9K
|
90
$22.1K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-389- 95.81% |
$78.5K - $94.3K
|
17
$4.17K
|