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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.17% |
$19.1K - $23K
|
4.51K
$1.07M
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28New |
$5.36K - $6.44K
|
28
$6.65K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.07% |
$191 - $230
|
1.41K
$334K
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.5K- 14.41% |
$1.05M - $1.26M
|
32.6K
$7.76M
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$238K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-33- 2.76% |
$6.31K - $7.59K
|
1.16K
$276K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$2.87K - $3.45K
|
15
$3.56K
|
|
Apr 19, 2024
Q1 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 24.39% |
$1.91M - $2.3M
|
31K
$7.36M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
288+ 1.64% |
$55.1K - $66.3K
|
17.9K
$4.25M
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
929New |
$178K - $214K
|
929
$221K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-139- 47.77% |
$26.6K - $32K
|
152
$36.1K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.24KNew |
$1M - $1.21M
|
5.24K
$1.25M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.16KNew |
$604K - $727K
|
3.16K
$751K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-54- 15.7% |
$10.3K - $12.4K
|
290
$68.9K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2- 1.71% |
$383 - $460
|
115
$27.3K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.89% |
$1.91K - $2.3K
|
1.13K
$269K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 2.41% |
$765 - $921
|
170
$40.4K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 12.26% |
$2.49K - $2.99K
|
119
$28.3K
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 1.92% |
$222K - $268K
|
61.8K
$14.7M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-507- 26.67% |
$97K - $117K
|
1.39K
$331K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.33% |
$957 - $1.15K
|
1.52K
$361K
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-247- 16.48% |
$47.3K - $56.8K
|
1.25K
$297K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4- 8.51% |
$765 - $921
|
43
$10.2K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.34K - $1.61K
|
1.87K
$444K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 33.33% |
$191 - $230
|
2
$475
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
938New |
$179K - $216K
|
938
$223K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-763- 38.26% |
$146K - $176K
|
1.23K
$292K
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 20.69% |
$1.15K - $1.38K
|
23
$5.46K
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
893New |
$171K - $206K
|
893
$212K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 0.91% |
$6.12K - $7.36K
|
3.49K
$829K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
50+ 16.13% |
$9.57K - $11.5K
|
360
$85.5K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72New |
$13.8K - $16.6K
|
72
$17.1K
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
23.2KNew |
$4.44M - $5.34M
|
23.2K
$5.51M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
119+ 7.23% |
$22.8K - $27.4K
|
1.77K
$419K
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
998New |
$191K - $230K
|
998
$237K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
887New |
$170K - $204K
|
887
$211K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 21.3% |
$4.4K - $5.29K
|
85
$20.2K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-11- 5.91% |
$2.1K - $2.53K
|
175
$41.6K
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10New |
$1.91K - $2.3K
|
10
$2.38K
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-210- 0.72% |
$40.2K - $48.3K
|
28.8K
$6.85M
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.5K- 70.38% |
$478K - $575K
|
1.05K
$250K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-8.24K- 9.95% |
$1.58M - $1.9M
|
74.6K
$17.7M
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$383 - $460
|
1.49K
$354K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
164+ 65.86% |
$31.4K - $37.7K
|
413
$98.1K
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.56KNew |
$299K - $359K
|
1.56K
$371K
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
889New |
$170K - $205K
|
889
$211K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
972New |
$186K - $224K
|
972
$231K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.13% |
$2.68K - $3.22K
|
1.25K
$297K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
988New |
$189K - $227K
|
988
$235K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
465New |
$89K - $107K
|
465
$110K
|