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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.67KNew |
$906K - $991K
|
5.67K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6.2KNew |
$991K - $1.08M
|
6.2K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
54New |
$8.63K - $9.44K
|
54
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-676- 20.52% |
$108K - $118K
|
2.62K
$642K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
943New |
$151K - $165K
|
943
$231K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.25KNew |
$200K - $219K
|
1.25K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-64.1K- 67.69% |
$10.2M - $11.2M
|
30.6K
$7.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 10.16% |
$2.08K - $2.27K
|
141
$34.6K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
158New |
$25.3K - $27.6K
|
158
$38.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
23New |
$3.68K - $4.02K
|
23
$5.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.31KNew |
$370K - $405K
|
2.31K
$567K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
249+ 9.4% |
$39.8K - $43.5K
|
2.9K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
110KNew |
$17.5M - $19.2M
|
110K
$26.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 100.0% |
$16K - $17.5K
|
200
$49K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 3.45% |
$4K - $4.37K
|
700
$172K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8+ 0.57% |
$1.28K - $1.4K
|
1.42K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$1.44K - $1.57K
|
3
$736
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.2K+ 428.41% |
$2.59M - $2.84M
|
20K
$4.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.88K- 21.07% |
$460K - $503K
|
10.8K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-10- 22.22% |
$1.6K - $1.75K
|
35
$8.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
300New |
$48K - $52.5K
|
300
$73.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-67- 1.06% |
$10.7K - $11.7K
|
6.24K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-175- 31.99% |
$28K - $30.6K
|
372
$91.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2K- 17.16% |
$320K - $350K
|
9.65K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8New |
$1.28K - $1.4K
|
8
$1.96K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19+ 0.95% |
$3.04K - $3.32K
|
2.01K
$493K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
129+ 5.2% |
$20.6K - $22.6K
|
2.61K
$640K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
91New |
$14.5K - $15.9K
|
91
$22.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-249- 62.56% |
$39.8K - $43.5K
|
149
$36.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-217- 2.56% |
$34.7K - $37.9K
|
8.26K
$2.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.36K+ 12.59% |
$377K - $413K
|
21.1K
$5.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-13.3K- 58.25% |
$2.13M - $2.33M
|
9.53K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.27% |
$480 - $525
|
1.11K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$398K - $435K
|
2.49K
$610K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-110- 7.85% |
$17.6K - $19.2K
|
1.29K
$317K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
39New |
$6.24K - $6.82K
|
39
$9.56K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
540+ 5.11% |
$86.3K - $94.4K
|
11.1K
$2.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-15- 0.27% |
$2.4K - $2.62K
|
5.58K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-45- 0.48% |
$7.2K - $7.87K
|
9.35K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-69- 37.3% |
$11K - $12.1K
|
116
$28.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4.6KNew |
$735K - $804K
|
4.6K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40+ 1.47% |
$6.4K - $6.99K
|
2.76K
$678K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-225- 11.62% |
$36K - $39.3K
|
1.71K
$420K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-43- 1.84% |
$6.88K - $7.52K
|
2.3K
$563K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$160 - $175
|
1
$245
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 29.55% |
$2.08K - $2.27K
|
31
$7.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
206New |
$32.9K - $36K
|
206
$50.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$1.12K - $1.22K
|
7
$1.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-375- 4.53% |
$60K - $65.6K
|
7.9K
$1.94M
|