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 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
709+ 5.07% |
$116K - $137K
|
14.7K
$3.49M
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
50KNew |
$8.19M - $9.69M
|
50K
$11.9M
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
127+ 11.81% |
$20.8K - $24.6K
|
1.2K
$286K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-34- 4.51% |
$5.57K - $6.59K
|
720
$171K
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.75K- 6.72% |
$287K - $339K
|
24.3K
$5.77M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-30- 1.11% |
$4.92K - $5.82K
|
2.68K
$638K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71KNew |
$281K - $332K
|
1.71K
$407K
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
3.67KNew |
$602K - $712K
|
3.67K
$873K
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1+ 0.08% |
$164 - $194
|
1.2K
$285K
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.57KNew |
$422K - $499K
|
2.57K
$611K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30.2K- 89.67% |
$4.96M - $5.86M
|
3.49K
$828K
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 5.57% |
$32.8K - $38.8K
|
3.39K
$805K
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-825- 1.81% |
$135K - $160K
|
44.8K
$10.6M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210New |
$34.4K - $40.7K
|
210
$49.9K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-15- 6.05% |
$2.46K - $2.91K
|
233
$55.4K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$492 - $582
|
3
$713
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.66KNew |
$273K - $323K
|
1.66K
$395K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$24.6K - $29.1K
|
150
$35.6K
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-20.3K- 13.39% |
$3.32M - $3.93M
|
131K
$31.1M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30New |
$4.92K - $5.82K
|
30
$7.13K
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
994+ 0.53% |
$163K - $193K
|
187K
$44.4M
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
105+ 1.22% |
$17.2K - $20.4K
|
8.73K
$2.07M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$983 - $1.16K
|
6
$1.43K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20New |
$3.28K - $3.88K
|
20
$4.75K
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-92- 46.0% |
$15.1K - $17.8K
|
108
$25.7K
|
|
May 02, 2023
Q1 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-400- 16.67% |
$65.5K - $77.6K
|
2K
$475K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 0.35% |
$1.47K - $1.74K
|
2.59K
$616K
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 47.67% |
$6.72K - $7.95K
|
45
$10.7K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-25- 26.32% |
$4.1K - $4.85K
|
70
$16.6K
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-160- 11.53% |
$26.2K - $31K
|
1.23K
$292K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
54+ 0.68% |
$8.85K - $10.5K
|
8K
$1.9M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-234- 12.07% |
$38.3K - $45.4K
|
1.71K
$405K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
261New |
$42.8K - $50.6K
|
261
$62K
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35- 2.2% |
$5.74K - $6.79K
|
1.55K
$369K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$164 - $194
|
207
$49.2K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$61.4K - $72.7K
|
375
$89.1K
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.3KNew |
$214K - $253K
|
1.3K
$310K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.07K+ 52.43% |
$175K - $207K
|
3.1K
$737K
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-845- 2.0% |
$138K - $164K
|
41.4K
$9.82M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 2.0% |
$655 - $776
|
204
$48.5K
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-150- 32.68% |
$24.6K - $29.1K
|
309
$73.4K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-6- 0.46% |
$983 - $1.16K
|
1.31K
$311K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-39- 0.1% |
$6.39K - $7.56K
|
38.4K
$9.12M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44New |
$7.21K - $8.53K
|
44
$10.5K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$164 - $194
|
1.84K
$438K
|
|
Q4 2022 | |||||||
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.07KNew |
$167K - $203K
|
1.07K
$253K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-930- 13.81% |
$146K - $177K
|
5.8K
$1.38M
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$183K - $222K
|
1.16K
$277K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$471 - $571
|
3
$713
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.23KNew |
$192K - $234K
|
1.23K
$292K
|