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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
114New |
$17.9K - $21.7K
|
114
$28K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.8KNew |
$1.69M - $2.05M
|
10.8K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-14- 8.54% |
$2.2K - $2.67K
|
150
$36.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 700.0% |
$4.39K - $5.33K
|
32
$7.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$78.4K - $95.2K
|
500
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
75.7KNew |
$11.9M - $14.4M
|
75.7K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 9.77% |
$32.6K - $39.6K
|
2.34K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.37K+ 24.2% |
$372K - $451K
|
12.2K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12.2KNew |
$1.92M - $2.33M
|
12.2K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1New |
$157 - $190
|
1
$245
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.09KNew |
$170K - $207K
|
1.09K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-417- 1.48% |
$65.4K - $79.4K
|
27.8K
$6.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
9.41KNew |
$1.48M - $1.79M
|
9.41K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.2KNew |
$188K - $228K
|
1.2K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.29KNew |
$202K - $245K
|
1.29K
$315K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-11- 0.76% |
$1.73K - $2.09K
|
1.44K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1.24M- 45.2% |
$194M - $236M
|
1.5M
$368M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
74New |
$11.6K - $14.1K
|
74
$18.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-100- 25.0% |
$15.7K - $19K
|
300
$73.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-267- 1.99% |
$41.9K - $50.8K
|
13.1K
$3.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
1.2KNew |
$188K - $229K
|
1.2K
$294K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
205New |
$32.2K - $39K
|
205
$50.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-754- 7.46% |
$118K - $144K
|
9.35K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
100New |
$15.7K - $19K
|
100
$24.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$157 - $190
|
2.62K
$643K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-59- 2.82% |
$9.26K - $11.2K
|
2.04K
$499K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
73+ 2.79% |
$11.5K - $13.9K
|
2.69K
$659K
|
|
|
Feb 01, 2023
Q4 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-47- 1.42% |
$7.37K - $8.95K
|
3.26K
$800K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-50- 3.24% |
$7.84K - $9.52K
|
1.49K
$366K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
11+ 0.33% |
$1.73K - $2.09K
|
3.31K
$813K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9New |
$1.41K - $1.71K
|
9
$2.21K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
9New |
$1.41K - $1.71K
|
9
$2.21K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-43- 9.0% |
$6.75K - $8.19K
|
435
$107K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-441- 2.92% |
$69.2K - $84K
|
14.7K
$3.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-61- 1.29% |
$9.57K - $11.6K
|
4.66K
$1.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1.24KNew |
$194K - $235K
|
1.24K
$303K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-575- 34.41% |
$90.2K - $109K
|
1.1K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.23KNew |
$193K - $234K
|
1.23K
$302K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-66- 29.46% |
$10.4K - $12.6K
|
158
$38.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3New |
$471 - $571
|
3
$736
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-66- 29.46% |
$10.4K - $12.6K
|
158
$38.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5.65KNew |
$887K - $1.08M
|
5.65K
$1.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
33New |
$5.18K - $6.28K
|
33
$8.09K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
62+ 1.48% |
$9.73K - $11.8K
|
4.25K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3+ 0.14% |
$471 - $571
|
2.13K
$521K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
200+ 0.36% |
$31.4K - $38.1K
|
55.2K
$13.5M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$3.14K - $3.81K
|
20
$4.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18New |
$2.82K - $3.43K
|
18
$4.41K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
340New |
$53.3K - $64.7K
|
340
$83.4K
|