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 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$4.71K - $5.71K
|
30
$7.36K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
435New |
$68.2K - $82.8K
|
435
$107K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.22KNew |
$191K - $232K
|
1.22K
$299K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-75- 4.23% |
$11.8K - $14.3K
|
1.7K
$417K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-20.5K- 62.22% |
$3.09M - $3.58M
|
12.5K
$3.06M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
5.94K+ 27.14% |
$895K - $1.03M
|
27.8K
$6.83M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$30.1K - $34.8K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-201- 3.73% |
$30.3K - $35K
|
5.19K
$1.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.5% |
$1.66K - $1.92K
|
2.2K
$538K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
27+ 0.7% |
$4.07K - $4.7K
|
3.88K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.01KNew |
$303K - $350K
|
2.01K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10- 8.0% |
$1.51K - $1.74K
|
115
$28.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
144New |
$21.7K - $25.1K
|
144
$35.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18New |
$2.71K - $3.13K
|
18
$4.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
969+ 4.09% |
$146K - $169K
|
24.7K
$6.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
635+ 12.2% |
$95.6K - $111K
|
5.84K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.01KClosed |
$453K - $523K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
130+ 10.8% |
$19.6K - $22.6K
|
1.33K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
130+ 10.8% |
$19.6K - $22.6K
|
1.33K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.1K- 1.98% |
$165K - $191K
|
54.3K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
423+ 395.33% |
$63.7K - $73.6K
|
530
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32New |
$4.82K - $5.57K
|
32
$7.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11- 0.06% |
$1.66K - $1.92K
|
19.4K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.11KNew |
$318K - $368K
|
2.11K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.41K- 99.94% |
$815K - $942K
|
3
$736
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$262K - $303K
|
1.74K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-14.3K- 46.43% |
$2.15M - $2.49M
|
16.5K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
56New |
$8.43K - $9.75K
|
56
$13.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
250New |
$37.7K - $43.5K
|
250
$61.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.91K+ 0.42% |
$287K - $332K
|
461K
$113M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-340Closed |
$51.2K - $59.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-839K- 79.91% |
$126M - $146M
|
211K
$51.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.62K- 30.17% |
$546K - $631K
|
8.39K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-577- 40.52% |
$86.9K - $100K
|
847
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-6.06K- 18.92% |
$912K - $1.05M
|
26K
$6.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.81K - $2.09K
|
12
$2.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 38.28% |
$166K - $191K
|
1.77K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Robeco Schweiz Ag
|
SELL
|
- |
-41.2K- 39.48% |
$6.21M - $7.18M
|
63.2K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.87K+ 89.36% |
$734K - $848K
|
10.3K
$2.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
221New |
$33.3K - $38.5K
|
221
$54.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19New |
$2.86K - $3.31K
|
19
$4.66K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
175+ 1.14% |
$26.4K - $30.5K
|
15.6K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.95KNew |
$293K - $339K
|
1.95K
$477K
|
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
4.3KNew |
$647K - $748K
|
4.3K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
139New |
$20.9K - $24.2K
|
139
$34.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
25+ 5.24% |
$3.77K - $4.35K
|
502
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 1.14% |
$3.77K - $4.35K
|
2.23K
$546K
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2KNew |
$301K - $348K
|
2K
$490K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.3KNew |
$497K - $575K
|
3.3K
$810K
|
|