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 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.45KClosed |
$156K - $203K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-173Closed |
$18.7K - $24.3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.5KNew |
$161K - $210K
|
1.5K
$367K
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.7KClosed |
$615K - $801K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-2.08KClosed |
$224K - $292K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-431KClosed |
$46.5M - $60.5M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-154Closed |
$16.6K - $21.6K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-6.22KClosed |
$671K - $873K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
70New |
$7.55K - $9.83K
|
70
$17.2K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-71Closed |
$7.65K - $9.97K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
SELL
|
- |
-54Closed |
$5.82K - $7.58K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.73KClosed |
$294K - $383K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$1.72K - $2.25K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-8.47KClosed |
$913K - $1.19M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.37KClosed |
$363K - $473K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-2.68K- 19.06% |
$289K - $376K
|
11.4K
$2.79M
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-43Closed |
$4.62K - $5.26K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2.11KClosed |
$227K - $258K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-17KClosed |
$1.83M - $2.08M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-638Closed |
$68.5K - $78K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.02KClosed |
$217K - $247K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
273New |
$29.3K - $33.4K
|
273
$66.9K
|
|
Nov 12, 2020
Q3 2020
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3.77KClosed |
$405K - $461K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-23KClosed |
$2.47M - $2.81M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-2.24KClosed |
$241K - $274K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$226K - $257K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-541Closed |
$58.1K - $66.1K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.1KClosed |
$548K - $624K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-53Closed |
$5.69K - $6.48K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.1KClosed |
$333K - $379K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-409Closed |
$43.9K - $50K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
SELL
|
- |
-14- 25.45% |
$1.5K - $1.71K
|
41
$10.1K
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40Closed |
$4.3K - $4.89K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-6.01KClosed |
$645K - $734K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-148Closed |
$15.9K - $18.1K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-50Closed |
$5.37K - $6.11K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-65Closed |
$6.98K - $7.95K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-300Closed |
$32.2K - $36.7K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
SELL
|
- |
-2.74KClosed |
$294K - $335K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-9.2KClosed |
$988K - $1.12M
|
0
$0
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-555Closed |
$59.6K - $67.8K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
34+ 1.13% |
$3.06K - $4.35K
|
3.04K
$746K
|
|
May 14, 2021
Q2 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-492Closed |
$44.2K - $63K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-71Closed |
$6.38K - $9.09K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-580Closed |
$52.1K - $74.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-16.2KClosed |
$1.46M - $2.07M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-19.8KClosed |
$1.78M - $2.54M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-83Closed |
$7.46K - $10.6K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-14Closed |
$1.26K - $1.79K
|
0
$0
|