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 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$5.27M - $6.34M
|
27.5K
$6.75M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.1KNew |
$210K - $253K
|
1.1K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$196K - $235K
|
1.02K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-225- 97.4% |
$43K - $51.8K
|
6
$1.47K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-52.7K- 6.59% |
$10.1M - $12.1M
|
746K
$183M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-200- 9.93% |
$38.3K - $46K
|
1.81K
$445K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$488K - $587K
|
2.55K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 8.4% |
$28.7K - $34.5K
|
1.64K
$401K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$937K - $1.13M
|
4.9K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.99KNew |
$572K - $688K
|
2.99K
$733K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
15+ 6.94% |
$2.87K - $3.45K
|
231
$56.6K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5New |
$957 - $1.15K
|
5
$1.23K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
75+ 3.44% |
$14.3K - $17.3K
|
2.25K
$552K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
881New |
$169K - $203K
|
881
$216K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-147- 1.43% |
$28.1K - $33.8K
|
10.1K
$2.48M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202- 14.79% |
$38.6K - $46.5K
|
1.16K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
64New |
$12.2K - $14.7K
|
64
$15.7K
|
|
|
May 06, 2024
Q1 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-1.21M- 95.92% |
$231M - $278M
|
51.4K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.01KNew |
$194K - $233K
|
1.01K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-45- 1.26% |
$8.61K - $10.4K
|
3.54K
$867K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.28K- 18.3% |
$436K - $524K
|
10.2K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
994New |
$190K - $229K
|
994
$244K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-31- 3.76% |
$5.93K - $7.13K
|
794
$195K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
143New |
$27.4K - $32.9K
|
143
$35.1K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
40.2KNew |
$7.68M - $9.25M
|
40.2K
$9.85M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$38.3K - $46K
|
200
$49K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
34.7KNew |
$6.63M - $7.98M
|
34.7K
$8.5M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
895New |
$171K - $206K
|
895
$219K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-45- 0.52% |
$8.61K - $10.4K
|
8.63K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
985New |
$188K - $227K
|
985
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.26KNew |
$432K - $520K
|
2.26K
$554K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
364New |
$69.6K - $83.8K
|
364
$89.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$47.8K - $57.5K
|
250
$61.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$957 - $1.15K
|
5
$1.23K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$40K - $48.1K
|
209
$51.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
909New |
$174K - $209K
|
909
$223K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
3.68KNew |
$704K - $847K
|
3.68K
$903K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$236K - $284K
|
1.23K
$303K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.04KNew |
$200K - $240K
|
1.04K
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9+ 0.55% |
$1.72K - $2.07K
|
1.66K
$407K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.66KNew |
$700K - $843K
|
3.66K
$898K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.17% |
$19.1K - $23K
|
4.51K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28New |
$5.36K - $6.44K
|
28
$6.87K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.5K- 14.41% |
$1.05M - $1.26M
|
32.6K
$8M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-33- 2.76% |
$6.31K - $7.59K
|
1.16K
$285K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$2.87K - $3.45K
|
15
$3.68K
|