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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.48% |
$2.1K - $2.53K
|
2.31K
$548K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.03K- 99.88% |
$962K - $1.16M
|
6
$1.43K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2- 0.11% |
$383 - $460
|
1.77K
$421K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 1.39% |
$3.83K - $4.6K
|
1.46K
$346K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2- 0.12% |
$383 - $460
|
1.64K
$388K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
175+ 6.95% |
$33.5K - $40.3K
|
2.69K
$640K
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-12- 15.58% |
$2.3K - $2.76K
|
65
$15.4K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$5.27M - $6.34M
|
27.5K
$6.54M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.1KNew |
$210K - $253K
|
1.1K
$261K
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$196K - $235K
|
1.02K
$243K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-225- 97.4% |
$43K - $51.8K
|
6
$1.43K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-52.7K- 6.59% |
$10.1M - $12.1M
|
746K
$177M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.14KNew |
$601K - $723K
|
3.14K
$746K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-200- 9.93% |
$38.3K - $46K
|
1.81K
$431K
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$488K - $587K
|
2.55K
$606K
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-5.5K- 63.08% |
$1.05M - $1.27M
|
3.22K
$764K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.06KNew |
$203K - $244K
|
1.06K
$252K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.02KNew |
$195K - $235K
|
1.02K
$242K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 8.4% |
$28.7K - $34.5K
|
1.64K
$388K
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$937K - $1.13M
|
4.9K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
926New |
$177K - $213K
|
926
$220K
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
871New |
$167K - $200K
|
871
$207K
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.99KNew |
$572K - $688K
|
2.99K
$710K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-335- 12.2% |
$64.1K - $77.1K
|
2.41K
$573K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
15+ 6.94% |
$2.87K - $3.45K
|
231
$54.9K
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-41- 1.4% |
$7.84K - $9.44K
|
2.89K
$688K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.32% |
$574 - $690
|
934
$222K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5New |
$957 - $1.15K
|
5
$1.19K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
915New |
$175K - $211K
|
915
$217K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
75+ 3.44% |
$14.3K - $17.3K
|
2.25K
$535K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$191 - $230
|
1
$238
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
881New |
$169K - $203K
|
881
$209K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-147- 1.43% |
$28.1K - $33.8K
|
10.1K
$2.4M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-15- 0.68% |
$2.87K - $3.45K
|
2.21K
$524K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202- 14.79% |
$38.6K - $46.5K
|
1.16K
$277K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
64New |
$12.2K - $14.7K
|
64
$15.2K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-215- 11.39% |
$41.1K - $49.5K
|
1.67K
$397K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.45KNew |
$278K - $335K
|
1.45K
$345K
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
942New |
$180K - $217K
|
942
$224K
|
|
May 06, 2024
Q1 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-1.21M- 95.92% |
$231M - $278M
|
51.4K
$12.2M
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.01KNew |
$194K - $233K
|
1.01K
$241K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-78- 6.06% |
$14.9K - $18K
|
1.21K
$287K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
109+ 1.91% |
$20.9K - $25.1K
|
5.81K
$1.38M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
879New |
$168K - $202K
|
879
$209K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
972New |
$186K - $224K
|
972
$231K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 30.0% |
$1.15K - $1.38K
|
26
$6.18K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-45- 1.26% |
$8.61K - $10.4K
|
3.54K
$840K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.28K- 18.3% |
$436K - $524K
|
10.2K
$2.42M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
944New |
$181K - $217K
|
944
$224K
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
994New |
$190K - $229K
|
994
$236K
|