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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
147+ 1.81% |
$29.7K - $35.6K
|
8.25K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 0.97% |
$38.4K - $46K
|
19.5K
$5.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
318+ 23.63% |
$64.2K - $77.1K
|
1.66K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
189+ 8.14% |
$38.2K - $45.8K
|
2.51K
$645K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.35% |
$1.01K - $1.21K
|
1.44K
$371K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.43KNew |
$288K - $346K
|
1.43K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
408+ 2.21% |
$82.4K - $98.9K
|
18.9K
$4.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-24- 1.89% |
$4.84K - $5.82K
|
1.24K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
465New |
$93.9K - $113K
|
465
$119K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.48K- 60.59% |
$298K - $358K
|
960
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
975New |
$197K - $236K
|
975
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
195+ 11.28% |
$39.4K - $47.3K
|
1.92K
$494K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 30.0% |
$606 - $727
|
13
$3.34K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-247- 4.99% |
$49.9K - $59.9K
|
4.7K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-8- 0.74% |
$1.61K - $1.94K
|
1.08K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
880New |
$178K - $213K
|
880
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
892New |
$180K - $216K
|
892
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$203K - $244K
|
1.01K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-520- 13.2% |
$105K - $126K
|
3.42K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-451- 0.41% |
$91K - $109K
|
111K
$28.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-57- 5.55% |
$11.5K - $13.8K
|
970
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 2.82% |
$10.1K - $12.1K
|
1.72K
$442K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$202 - $242
|
2
$514
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.98K- 4.23% |
$1.81M - $2.18M
|
203K
$52.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-181- 1.73% |
$36.5K - $43.9K
|
10.3K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.61K+ 25.22% |
$527K - $633K
|
13K
$3.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-207- 15.61% |
$41.8K - $50.2K
|
1.12K
$287K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-316- 1.51% |
$63.8K - $76.6K
|
20.6K
$5.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.9K- 82.18% |
$4.41M - $5.3M
|
4.74K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-35- 0.52% |
$7.07K - $8.48K
|
6.7K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-33- 2.88% |
$6.66K - $8K
|
1.11K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-38- 1.3% |
$7.67K - $9.21K
|
2.89K
$743K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.9K+ 5.35% |
$787K - $945K
|
76.8K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15- 1.18% |
$3.03K - $3.64K
|
1.26K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
112New |
$22.6K - $27.1K
|
112
$28.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.65% |
$4.64K - $5.57K
|
3.58K
$919K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 0.4% |
$3.63K - $4.36K
|
4.5K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.31% |
$5.05K - $6.06K
|
8K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.21% |
$4.44K - $5.33K
|
1.84K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
95+ 1.33% |
$19.2K - $23K
|
7.25K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-9.83K- 3.04% |
$1.99M - $2.38M
|
314K
$80.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-217- 0.43% |
$43.8K - $52.6K
|
50.4K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
533+ 25.96% |
$108K - $129K
|
2.59K
$664K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
36+ 0.1% |
$7.27K - $8.72K
|
36.4K
$9.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-370- 5.43% |
$74.7K - $89.7K
|
6.45K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
16.9K+ 34.78% |
$3.41M - $4.09M
|
65.4K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 15.87% |
$2.02K - $2.42K
|
73
$18.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 3.6% |
$6.26K - $7.51K
|
829
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-483- 1.32% |
$97.5K - $117K
|
36.2K
$9.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.98% |
$606 - $727
|
308
$79.1K
|