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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
68New |
$10.7K - $13K
|
68
$16.2K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27New |
$4.26K - $5.14K
|
27
$6.41K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 1000.0% |
$15.8K - $19K
|
110
$26.1K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
118+ 40.83% |
$18.6K - $22.5K
|
407
$96.7K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-256- 8.69% |
$40.4K - $48.8K
|
2.69K
$639K
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
216New |
$34.1K - $41.1K
|
216
$51.3K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30+ 50.0% |
$4.74K - $5.71K
|
90
$21.4K
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-83- 6.38% |
$13.1K - $15.8K
|
1.22K
$289K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$192K - $231K
|
1.22K
$289K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-370- 3.71% |
$58.4K - $70.5K
|
9.61K
$2.28M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.26K- 67.17% |
$831K - $1M
|
2.57K
$611K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-15- 53.57% |
$2.37K - $2.86K
|
13
$3.09K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22- 38.6% |
$3.47K - $4.19K
|
35
$8.32K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.75% |
$316 - $381
|
267
$63.4K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.11KNew |
$334K - $403K
|
2.11K
$502K
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.52KNew |
$239K - $289K
|
1.52K
$360K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
61+ 3.95% |
$9.63K - $11.6K
|
1.61K
$381K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
250+ 2.79% |
$39.5K - $47.6K
|
9.22K
$2.19M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.27K+ 424.34% |
$358K - $432K
|
2.8K
$665K
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-200- 2.93% |
$31.6K - $38.1K
|
6.62K
$1.57M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
333New |
$52.6K - $63.4K
|
333
$79.1K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-26- 39.39% |
$4.11K - $4.95K
|
40
$9.5K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
618+ 13.8% |
$97.6K - $118K
|
5.1K
$1.21M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
469+ 287.73% |
$74.1K - $89.3K
|
632
$150K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 49.26% |
$79K - $95.2K
|
515
$122K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.85% |
$5.53K - $6.67K
|
4.07K
$967K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$2.85K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
247New |
$39K - $47.1K
|
247
$58.7K
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$302K - $364K
|
1.91K
$454K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$1.58K - $1.9K
|
9.59K
$2.28M
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$285K
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-22.9K- 94.52% |
$3.62M - $4.37M
|
1.33K
$316K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$1.66K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3KNew |
$474K - $572K
|
3K
$714K
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$316 - $381
|
2.22K
$527K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34New |
$5.37K - $6.48K
|
34
$8.08K
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 68.07% |
$804K - $970K
|
2.39K
$568K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
20New |
$3.16K - $3.81K
|
20
$4.75K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27KNew |
$4.26M - $5.14M
|
27K
$6.41M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-647- 33.49% |
$102K - $123K
|
1.29K
$305K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
112New |
$17.7K - $21.3K
|
112
$26.6K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-93- 3.3% |
$14.7K - $17.7K
|
2.73K
$648K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-115- 2.82% |
$18.2K - $21.9K
|
3.96K
$942K
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-500- 25.52% |
$79K - $95.2K
|
1.46K
$347K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.78K- 52.05% |
$439K - $530K
|
2.56K
$609K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-110- 6.42% |
$17.4K - $21K
|
1.6K
$381K
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-100- 3.62% |
$15.8K - $19K
|
2.67K
$633K
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$1.82M - $2.2M
|
11.6K
$2.74M
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 1.37% |
$158 - $190
|
72
$17.1K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-197- 4.69% |
$31.1K - $37.5K
|
4K
$951K
|