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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
333New |
$52.6K - $63.4K
|
333
$81.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
618+ 13.8% |
$97.6K - $118K
|
5.1K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
469+ 287.73% |
$74.1K - $89.3K
|
632
$155K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 49.26% |
$79K - $95.2K
|
515
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.85% |
$5.53K - $6.67K
|
4.07K
$998K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$2.94K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$302K - $364K
|
1.91K
$468K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$1.58K - $1.9K
|
9.59K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-22.9K- 94.52% |
$3.62M - $4.37M
|
1.33K
$326K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$1.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3KNew |
$474K - $572K
|
3K
$737K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$316 - $381
|
2.22K
$544K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34New |
$5.37K - $6.48K
|
34
$8.34K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
20New |
$3.16K - $3.81K
|
20
$4.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27KNew |
$4.26M - $5.14M
|
27K
$6.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-647- 33.49% |
$102K - $123K
|
1.29K
$315K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-115- 2.82% |
$18.2K - $21.9K
|
3.96K
$972K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-500- 25.52% |
$79K - $95.2K
|
1.46K
$358K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$1.82M - $2.2M
|
11.6K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 1.37% |
$158 - $190
|
72
$17.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-197- 4.69% |
$31.1K - $37.5K
|
4K
$981K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-920- 2.05% |
$145K - $175K
|
44K
$10.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-322- 6.76% |
$50.9K - $61.3K
|
4.44K
$1.09M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.61MNew |
$257M - $281M
|
1.61M
$394M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
151New |
$24.1K - $26.4K
|
151
$37K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$16K - $17.5K
|
100
$24.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 11.11% |
$480 - $525
|
30
$7.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 4.31% |
$1.44K - $1.57K
|
200
$49K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.51K- 51.12% |
$1.2M - $1.31M
|
7.18K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
300New |
$48K - $52.5K
|
300
$73.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
16.6KNew |
$2.66M - $2.91M
|
16.6K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
3.1KNew |
$496K - $542K
|
3.1K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-19K- 26.45% |
$3.04M - $3.33M
|
52.9K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-23.1K- 65.41% |
$3.7M - $4.04M
|
12.2K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
15.1KNew |
$2.42M - $2.65M
|
15.1K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.32K- 20.32% |
$212K - $231K
|
5.19K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.54KNew |
$727K - $795K
|
4.54K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-16- 7.41% |
$2.56K - $2.8K
|
200
$49K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-581- 14.89% |
$92.9K - $102K
|
3.32K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.66KNew |
$425K - $464K
|
2.66K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.31KNew |
$529K - $579K
|
3.31K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-163- 3.59% |
$26.1K - $28.5K
|
4.38K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-11.5K- 72.7% |
$1.83M - $2M
|
4.3K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
821+ 48.72% |
$131K - $144K
|
2.51K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.51KNew |
$722K - $789K
|
4.51K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
150New |
$24K - $26.2K
|
150
$36.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.92K+ 122.88% |
$626K - $685K
|
7.1K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.74% |
$4K - $4.37K
|
1.46K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.67KNew |
$906K - $991K
|
5.67K
$1.39M
|
|