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
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71KNew |
$281K - $332K
|
1.71K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1+ 0.08% |
$164 - $194
|
1.2K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.57KNew |
$422K - $499K
|
2.57K
$631K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30.2K- 89.67% |
$4.96M - $5.86M
|
3.49K
$854K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 5.57% |
$32.8K - $38.8K
|
3.39K
$831K
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
SELL
|
- |
-825- 1.81% |
$135K - $160K
|
44.8K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210New |
$34.4K - $40.7K
|
210
$51.5K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-15- 6.05% |
$2.46K - $2.91K
|
233
$57.1K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$492 - $582
|
3
$736
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.66KNew |
$273K - $323K
|
1.66K
$408K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$24.6K - $29.1K
|
150
$36.8K
|
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-20.3K- 13.39% |
$3.32M - $3.93M
|
131K
$32.1M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30New |
$4.92K - $5.82K
|
30
$7.36K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
994+ 0.53% |
$163K - $193K
|
187K
$45.9M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$983 - $1.16K
|
6
$1.47K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20New |
$3.28K - $3.88K
|
20
$4.9K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-92- 46.0% |
$15.1K - $17.8K
|
108
$26.5K
|
|
|
May 02, 2023
Q1 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-400- 16.67% |
$65.5K - $77.6K
|
2K
$490K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 0.35% |
$1.47K - $1.74K
|
2.59K
$636K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 47.67% |
$6.72K - $7.95K
|
45
$11K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-25- 26.32% |
$4.1K - $4.85K
|
70
$17.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-160- 11.53% |
$26.2K - $31K
|
1.23K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
54+ 0.68% |
$8.85K - $10.5K
|
8K
$1.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-234- 12.07% |
$38.3K - $45.4K
|
1.71K
$418K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
261New |
$42.8K - $50.6K
|
261
$64K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$164 - $194
|
207
$50.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$61.4K - $72.7K
|
375
$91.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.3KNew |
$214K - $253K
|
1.3K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 2.0% |
$655 - $776
|
204
$50K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-150- 32.68% |
$24.6K - $29.1K
|
309
$75.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-6- 0.46% |
$983 - $1.16K
|
1.31K
$321K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44New |
$7.21K - $8.53K
|
44
$10.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$164 - $194
|
1.84K
$452K
|
|
| Q4 2022 | |||||||
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$183K - $222K
|
1.16K
$285K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$471 - $571
|
3
$736
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.23KNew |
$192K - $234K
|
1.23K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.35KNew |
$212K - $257K
|
1.35K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
5.84K+ 3.87% |
$916K - $1.11M
|
157K
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
89+ 5.97% |
$14K - $16.9K
|
1.58K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7- 0.27% |
$1.1K - $1.33K
|
2.57K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-196- 13.39% |
$30.7K - $37.3K
|
1.27K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.21KNew |
$190K - $230K
|
1.21K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
77+ 0.9% |
$12.1K - $14.7K
|
8.64K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.32MNew |
$364M - $442M
|
2.32M
$568M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-50K- 72.62% |
$7.84M - $9.52M
|
18.9K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
155+ 0.78% |
$24.3K - $29.5K
|
20.2K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.64KNew |
$1.36M - $1.65M
|
8.64K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.1KNew |
$2.37M - $2.87M
|
15.1K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
544New |
$85.3K - $104K
|
544
$133K
|
|