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 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-139- 47.77% |
$26.6K - $32K
|
152
$37.3K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.24KNew |
$1M - $1.21M
|
5.24K
$1.29M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.16KNew |
$604K - $727K
|
3.16K
$775K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-54- 15.7% |
$10.3K - $12.4K
|
290
$71.1K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 12.26% |
$2.49K - $2.99K
|
119
$29.2K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-507- 26.67% |
$97K - $117K
|
1.39K
$342K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.33% |
$957 - $1.15K
|
1.52K
$373K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4- 8.51% |
$765 - $921
|
43
$10.5K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 33.33% |
$191 - $230
|
2
$490
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
893New |
$171K - $206K
|
893
$219K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
50+ 16.13% |
$9.57K - $11.5K
|
360
$88.3K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72New |
$13.8K - $16.6K
|
72
$17.7K
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
23.2KNew |
$4.44M - $5.34M
|
23.2K
$5.68M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 21.3% |
$4.4K - $5.29K
|
85
$20.8K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-11- 5.91% |
$2.1K - $2.53K
|
175
$42.9K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-8.24K- 9.95% |
$1.58M - $1.9M
|
74.6K
$18.3M
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
889New |
$170K - $205K
|
889
$218K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.13% |
$2.68K - $3.22K
|
1.25K
$306K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
231+ 17.19% |
$44.2K - $53.2K
|
1.58K
$386K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
7New |
$1.34K - $1.61K
|
7
$1.72K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
64.6KNew |
$12.4M - $14.9M
|
64.6K
$15.8M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 44.44% |
$7.65K - $9.21K
|
50
$12.3K
|
|
Q4 2023 | |||||||
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
100+ 9.34% |
$15.8K - $19K
|
1.17K
$287K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$1.74K - $2.1K
|
11
$2.7K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
142New |
$22.4K - $27K
|
142
$34.8K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
120New |
$19K - $22.9K
|
120
$29.4K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-50- 7.35% |
$7.9K - $9.52K
|
630
$154K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
26New |
$4.11K - $4.95K
|
26
$6.37K
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$294K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$632 - $762
|
4
$981
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
292+ 7300.0% |
$46.1K - $55.6K
|
296
$72.6K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$24.5K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$24.5K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$2.94K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79New |
$12.5K - $15K
|
79
$19.4K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
508New |
$80.2K - $96.8K
|
508
$125K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.06KNew |
$167K - $202K
|
1.06K
$259K
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.91K+ 2.12% |
$460K - $555K
|
140K
$34.4M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.1KNew |
$174K - $210K
|
1.1K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.5K+ 50.0% |
$395K - $476K
|
7.5K
$1.84M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
34New |
$5.37K - $6.48K
|
34
$8.34K
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$181K - $218K
|
1.15K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-200- 12.5% |
$31.6K - $38.1K
|
1.4K
$343K
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
6.9KNew |
$1.09M - $1.31M
|
6.9K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1K+ 90.91% |
$158K - $190K
|
2.1K
$515K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-159- 88.83% |
$25.1K - $30.3K
|
20
$4.9K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31New |
$4.9K - $5.91K
|
31
$7.6K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
5.72KNew |
$903K - $1.09M
|
5.72K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.8K- 35.38% |
$3.92M - $4.73M
|
45.4K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.58M - $1.9M
|
10K
$2.45M
|