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 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-156Closed |
$24.3K - $29.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.68KClosed |
$262K - $316K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.3KNew |
$203K - $245K
|
1.3K
$310K
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.67KClosed |
$416K - $501K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-87.7K- 49.4% |
$13.7M - $16.5M
|
89.8K
$21.3M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8Closed |
$1.25K - $1.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200Closed |
$31.2K - $37.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13Closed |
$2.02K - $2.44K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.53KClosed |
$238K - $287K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-121Closed |
$18.8K - $22.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-170Closed |
$26.5K - $31.9K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.03KClosed |
$472K - $569K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.59KNew |
$248K - $299K
|
1.59K
$378K
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.75KClosed |
$740K - $892K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-184Closed |
$28.7K - $34.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$156 - $188
|
1
$238
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
75+ 150.0% |
$11.7K - $14.1K
|
125
$29.7K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-14Closed |
$2.18K - $2.63K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-4.18KClosed |
$651K - $784K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-40Closed |
$6.23K - $7.51K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-110Closed |
$17.1K - $20.7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$156 - $188
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-85Closed |
$13.2K - $16K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.08KClosed |
$324K - $391K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.63KClosed |
$254K - $307K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-30.8KClosed |
$4.79M - $5.77M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-938Closed |
$146K - $176K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.4KClosed |
$218K - $263K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-320Closed |
$49.8K - $60.1K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-126Closed |
$19.6K - $23.7K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.48KClosed |
$230K - $277K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-5K- 78.13% |
$779K - $939K
|
1.4K
$333K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
57New |
$8.88K - $10.7K
|
57
$13.5K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-4Closed |
$623 - $751
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$31.2K - $37.6K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 3.89% |
$38.9K - $46.9K
|
6.19K
$1.47M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-180Closed |
$28K - $33.8K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-4.2KClosed |
$654K - $789K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
155New |
$24.1K - $29.1K
|
155
$36.8K
|
|
Q4 2021 | |||||||
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10New |
$1.45K - $1.62K
|
10
$2.38K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
117New |
$17K - $19K
|
117
$27.8K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-22Closed |
$3.2K - $3.57K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
845New |
$123K - $137K
|
845
$201K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-48Closed |
$6.98K - $7.79K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
211New |
$30.7K - $34.3K
|
211
$50.1K
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
SELL
|
- |
-4.46KClosed |
$649K - $724K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.24KClosed |
$326K - $364K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-68- 91.89% |
$9.89K - $11K
|
6
$1.43K
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-3.93KClosed |
$572K - $638K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-75.4KClosed |
$11M - $12.2M
|
0
$0
|