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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.33% |
$203 - $231
|
306
$75K
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-11- 0.94% |
$2.24K - $2.54K
|
1.16K
$285K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-199- 4.81% |
$40.5K - $45.9K
|
3.94K
$966K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-167- 33.53% |
$34K - $38.6K
|
331
$81.2K
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.98K+ 268.71% |
$606K - $688K
|
4.09K
$1M
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-6.16K- 18.59% |
$1.25M - $1.42M
|
27K
$6.61M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-480- 75.95% |
$97.6K - $111K
|
152
$37.3K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 10.53% |
$7.73K - $8.77K
|
323
$79.2K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12New |
$2.44K - $2.77K
|
12
$2.94K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1- 12.5% |
$203 - $231
|
7
$1.72K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
79.1KNew |
$16.1M - $18.3M
|
79.1K
$19.4M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
20+ 285.71% |
$4.07K - $4.62K
|
27
$6.62K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-37- 1.65% |
$7.52K - $8.54K
|
2.2K
$540K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
216+ 9.04% |
$43.9K - $49.9K
|
2.61K
$639K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-150- 81.97% |
$30.5K - $34.6K
|
33
$8.09K
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
150+ 16.93% |
$30.5K - $34.6K
|
1.04K
$254K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30- 16.67% |
$6.1K - $6.93K
|
150
$36.8K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-640- 19.63% |
$130K - $148K
|
2.62K
$643K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.84K- 12.9% |
$781K - $887K
|
25.9K
$6.36M
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-135- 5.99% |
$27.5K - $31.2K
|
2.12K
$519K
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
25+ 0.99% |
$5.08K - $5.77K
|
2.55K
$625K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$3.86K - $4.39K
|
19
$4.66K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2New |
$407 - $462
|
2
$490
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
248+ 413.33% |
$50.4K - $57.3K
|
308
$75.5K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-14- 0.73% |
$2.85K - $3.23K
|
1.91K
$467K
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$2.7M - $3.06M
|
13.3K
$3.25M
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
13.2KNew |
$2.68M - $3.05M
|
13.2K
$3.24M
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
40+ 4.24% |
$8.13K - $9.24K
|
984
$241K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 311.46% |
$652K - $741K
|
4.24K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
200New |
$40.7K - $46.2K
|
200
$49K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2New |
$407 - $462
|
2
$490
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-388- 25.0% |
$78.9K - $89.6K
|
1.16K
$285K
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
69New |
$14K - $15.9K
|
69
$16.9K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-225- 13.96% |
$45.8K - $52K
|
1.39K
$340K
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
60+ 1.76% |
$12.2K - $13.9K
|
3.47K
$850K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-738- 72.28% |
$150K - $170K
|
283
$69.4K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1+ 0.06% |
$203 - $231
|
1.6K
$392K
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
1.02KNew |
$207K - $236K
|
1.02K
$250K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.17KNew |
$238K - $270K
|
1.17K
$286K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
300+ 14.29% |
$61K - $69.3K
|
2.4K
$588K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.28K+ 33.18% |
$464K - $527K
|
9.16K
$2.25M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.11% |
$203 - $231
|
877
$215K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
75New |
$15.3K - $17.3K
|
75
$18.4K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.06% |
$203 - $231
|
1.69K
$414K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
24+ 1.22% |
$4.88K - $5.54K
|
1.99K
$488K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-30- 1.18% |
$6.1K - $6.93K
|
2.51K
$616K
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-200- 2.59% |
$40.7K - $46.2K
|
7.51K
$1.84M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
56New |
$11.4K - $12.9K
|
56
$13.7K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.2K- 12.8% |
$650K - $738K
|
21.8K
$5.34M
|