Latest Institutional Purchases of Travelers Companies, Inc. (TRV)
This list provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
23+ 0.59% |
$4.68K - $5.31K
|
3.92K
$940K
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
22+ 1.41% |
$4.47K - $5.08K
|
1.59K
$380K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22+ 0.95% |
$4.47K - $5.08K
|
2.33K
$558K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 0.47% |
$4.47K - $5.08K
|
4.74K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
22+ 0.2% |
$4.47K - $5.08K
|
11.1K
$2.66M
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.95% |
$4.47K - $5.08K
|
2.33K
$558K
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
21+ 0.21% |
$4.27K - $4.85K
|
10K
$2.4M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21+ 0.48% |
$4.27K - $4.85K
|
4.43K
$1.06M
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 23.81% |
$4.07K - $4.62K
|
104
$24.9K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
20+ 285.71% |
$4.07K - $4.62K
|
27
$6.47K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
20+ 1.27% |
$4.07K - $4.62K
|
1.59K
$382K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$3.86K - $4.39K
|
19
$4.56K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19+ 0.94% |
$3.86K - $4.39K
|
2.04K
$490K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
18+ 0.54% |
$3.66K - $4.16K
|
3.37K
$809K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
18+ 0.34% |
$3.66K - $4.16K
|
5.33K
$1.28M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17+ 62.96% |
$3.46K - $3.93K
|
44
$10.5K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17+ 170.0% |
$3.46K - $3.93K
|
27
$6.47K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
16+ 1.12% |
$3.25K - $3.69K
|
1.45K
$347K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 1.65% |
$3.25K - $3.69K
|
985
$236K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
15+ 1.25% |
$3.05K - $3.46K
|
1.21K
$291K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15+ 0.73% |
$3.05K - $3.46K
|
2.08K
$499K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$2.85K - $3.23K
|
14
$3.36K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14+ 0.38% |
$2.85K - $3.23K
|
3.67K
$879K
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14+ 0.76% |
$2.85K - $3.23K
|
1.85K
$443K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$2.85K - $3.23K
|
7.06K
$1.69M
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14+ 1.29% |
$2.85K - $3.23K
|
1.1K
$264K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 3.54% |
$2.85K - $3.23K
|
409
$98.1K
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
13+ 0.74% |
$2.64K - $3K
|
1.77K
$423K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
13+ 0.98% |
$2.64K - $3K
|
1.34K
$320K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.42% |
$2.44K - $2.77K
|
2.9K
$695K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12New |
$2.44K - $2.77K
|
12
$2.88K
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
11+ 0.57% |
$2.24K - $2.54K
|
1.95K
$467K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.82% |
$2.24K - $2.54K
|
1.35K
$323K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 1.01% |
$2.24K - $2.54K
|
1.1K
$264K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.09% |
$2.24K - $2.54K
|
12.5K
$3M
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.16% |
$2.03K - $2.31K
|
6.08K
$1.46M
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.08% |
$2.03K - $2.31K
|
11.8K
$2.84M
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10+ 0.2% |
$2.03K - $2.31K
|
5.02K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9New |
$1.83K - $2.08K
|
9
$2.16K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 100.0% |
$1.83K - $2.08K
|
18
$4.32K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 2.99% |
$1.83K - $2.08K
|
310
$74.3K
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$1.63K - $1.85K
|
3.01K
$722K
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8+ 0.15% |
$1.63K - $1.85K
|
5.32K
$1.27M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 14.29% |
$1.63K - $1.85K
|
64
$15.3K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 1.09% |
$1.63K - $1.85K
|
740
$177K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.2% |
$1.42K - $1.62K
|
3.45K
$828K
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.65% |
$1.42K - $1.62K
|
1.09K
$260K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.16% |
$1.42K - $1.62K
|
4.48K
$1.07M
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.42K - $1.62K
|
2.63K
$630K
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7+ 0.25% |
$1.42K - $1.62K
|
2.78K
$667K
|