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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
298+ 1.21% |
$60.2K - $72.2K
|
24.9K
$6.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23- 2.34% |
$4.64K - $5.57K
|
962
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
344+ 3.83% |
$69.4K - $83.4K
|
9.33K
$2.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
162+ 1.16% |
$32.7K - $39.3K
|
14.1K
$3.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-167- 1.54% |
$33.7K - $40.5K
|
10.7K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.5KNew |
$706K - $848K
|
3.5K
$899K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$606 - $727
|
3
$771
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
388+ 18.05% |
$78.3K - $94K
|
2.54K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
64+ 1.69% |
$12.9K - $15.5K
|
3.85K
$988K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
71+ 1.22% |
$14.3K - $17.2K
|
5.9K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.93K+ 3.47% |
$390K - $468K
|
57.6K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
983+ 5.32% |
$198K - $238K
|
19.5K
$5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-204- 7.13% |
$41.2K - $49.4K
|
2.66K
$683K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 1.17% |
$10.5K - $12.6K
|
4.48K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
945New |
$191K - $229K
|
945
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 0.82% |
$2.02K - $2.42K
|
1.22K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
775New |
$156K - $188K
|
775
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
135+ 4.43% |
$27.3K - $32.7K
|
3.18K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.32K- 1.83% |
$267K - $320K
|
70.7K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.53KNew |
$309K - $371K
|
1.53K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.33K- 16.28% |
$672K - $807K
|
17.1K
$4.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
47+ 1.8% |
$9.49K - $11.4K
|
2.66K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-316- 0.86% |
$63.8K - $76.6K
|
36.5K
$9.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
15+ 0.4% |
$3.03K - $3.64K
|
3.81K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
66+ 3.43% |
$13.3K - $16K
|
1.99K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.71% |
$2.83K - $3.39K
|
1.98K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1K+ 3.23% |
$202K - $242K
|
32K
$8.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-25- 4.17% |
$5.05K - $6.06K
|
574
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
916New |
$185K - $222K
|
916
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-184- 1.23% |
$37.1K - $44.6K
|
14.8K
$3.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
57New |
$11.5K - $13.8K
|
57
$14.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.63K- 16.26% |
$328K - $394K
|
8.38K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-18- 78.26% |
$3.63K - $4.36K
|
5
$1.28K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.41K+ 4.0% |
$1.5M - $1.8M
|
193K
$49.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-780- 4.09% |
$157K - $189K
|
18.3K
$4.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
212New |
$42.8K - $51.4K
|
212
$54.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.3K- 1.45% |
$262K - $315K
|
88.4K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
32+ 0.32% |
$6.46K - $7.76K
|
10.1K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-219- 7.06% |
$44.2K - $53.1K
|
2.88K
$741K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.07K- 10.42% |
$821K - $986K
|
35K
$8.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
27+ 0.15% |
$5.45K - $6.54K
|
17.5K
$4.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-399- 4.4% |
$80.5K - $96.7K
|
8.68K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
520+ 0.68% |
$105K - $126K
|
77.1K
$19.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.39K- 3.0% |
$280K - $336K
|
44.8K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.95KNew |
$393K - $471K
|
1.95K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.34KNew |
$270K - $324K
|
1.34K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
808+ 29.74% |
$163K - $196K
|
3.53K
$906K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$2.83K - $3.39K
|
2.02K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-494- 2.3% |
$99.7K - $120K
|
21K
$5.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
110+ 7.44% |
$22.2K - $26.7K
|
1.59K
$408K
|