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 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5- 0.18% |
$957 - $1.15K
|
2.73K
$649K
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
305+ 10.22% |
$58.3K - $70.2K
|
3.29K
$781K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-31- 3.76% |
$5.93K - $7.13K
|
794
$189K
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-260- 18.01% |
$49.7K - $59.8K
|
1.18K
$281K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
143New |
$27.4K - $32.9K
|
143
$34K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
40.2KNew |
$7.68M - $9.25M
|
40.2K
$9.54M
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$38.3K - $46K
|
200
$47.5K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
972New |
$186K - $224K
|
972
$231K
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
34.7KNew |
$6.63M - $7.98M
|
34.7K
$8.24M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 14.29% |
$4.02K - $4.83K
|
168
$39.9K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
980New |
$187K - $226K
|
980
$233K
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
895New |
$171K - $206K
|
895
$213K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-45- 0.52% |
$8.61K - $10.4K
|
8.63K
$2.05M
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-60- 3.54% |
$11.5K - $13.8K
|
1.64K
$388K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 0.87% |
$4.78K - $5.75K
|
2.87K
$681K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
770New |
$147K - $177K
|
770
$183K
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$238K
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
985New |
$188K - $227K
|
985
$234K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.49% |
$191 - $230
|
204
$48.5K
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
944New |
$181K - $217K
|
944
$224K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.26KNew |
$432K - $520K
|
2.26K
$536K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
312+ 5.42% |
$59.7K - $71.8K
|
6.06K
$1.44M
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
364New |
$69.6K - $83.8K
|
364
$86.5K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-64- 1.49% |
$12.2K - $14.7K
|
4.24K
$1.01M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-419- 23.81% |
$80.2K - $96.4K
|
1.34K
$319K
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$238K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12+ 13.95% |
$2.3K - $2.76K
|
98
$23.3K
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$238K
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$238K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
316+ 1.54% |
$60.5K - $72.7K
|
20.9K
$4.96M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$47.8K - $57.5K
|
250
$59.4K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$957 - $1.15K
|
5
$1.19K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$40K - $48.1K
|
209
$49.7K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
28KNew |
$5.35M - $6.44M
|
28K
$6.65M
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.8K- 1.87% |
$344K - $414K
|
94.6K
$22.5M
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-411- 30.58% |
$78.6K - $94.6K
|
933
$222K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
909New |
$174K - $209K
|
909
$216K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
3.68KNew |
$704K - $847K
|
3.68K
$875K
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
970New |
$186K - $223K
|
970
$230K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
925New |
$177K - $213K
|
925
$220K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
699+ 21.9% |
$134K - $161K
|
3.89K
$924K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$236K - $284K
|
1.23K
$293K
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
945New |
$181K - $217K
|
945
$225K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$1.15K - $1.38K
|
6
$1.43K
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-308- 14.94% |
$58.9K - $70.9K
|
1.75K
$417K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 17.89% |
$478K - $575K
|
11.5K
$2.73M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.04KNew |
$200K - $240K
|
1.04K
$248K
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
953New |
$182K - $219K
|
953
$226K
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9+ 0.55% |
$1.72K - $2.07K
|
1.66K
$394K
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.66KNew |
$700K - $843K
|
3.66K
$870K
|