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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
50+ 3.59% |
$10.1K - $12.1K
|
1.44K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
48+ 2.93% |
$9.69K - $11.6K
|
1.69K
$439K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
47+ 11.38% |
$9.49K - $11.4K
|
460
$120K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
47+ 1.8% |
$9.49K - $11.4K
|
2.66K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
46+ 3.8% |
$9.29K - $11.1K
|
1.26K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45+ 39.13% |
$9.08K - $10.9K
|
160
$41.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 4.09% |
$9.08K - $10.9K
|
1.15K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
44+ 66.67% |
$8.88K - $10.7K
|
110
$28.7K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
42New |
$8.48K - $10.2K
|
42
$10.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 2.88% |
$8.48K - $10.2K
|
1.5K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
41+ 2.32% |
$8.28K - $9.94K
|
1.81K
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
41+ 16.6% |
$8.28K - $9.94K
|
288
$75K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
39+ 1.92% |
$7.87K - $9.45K
|
2.07K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
39+ 3.07% |
$7.87K - $9.45K
|
1.31K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 2.62% |
$7.67K - $9.21K
|
1.49K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.76% |
$7.47K - $8.97K
|
4.89K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
36+ 0.1% |
$7.27K - $8.72K
|
36.4K
$9.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34+ 0.64% |
$6.86K - $8.24K
|
5.37K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
34+ 2.42% |
$6.86K - $8.24K
|
1.44K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
34+ 0.62% |
$6.86K - $8.24K
|
5.52K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 0.92% |
$6.66K - $8K
|
3.62K
$944K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
33+ 1.38% |
$6.66K - $8K
|
2.43K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 0.25% |
$6.46K - $7.76K
|
13K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
32+ 0.32% |
$6.46K - $7.76K
|
10.1K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
31+ 0.85% |
$6.26K - $7.51K
|
3.68K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
30+ 500.0% |
$6.06K - $7.27K
|
36
$9.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.74% |
$6.06K - $7.27K
|
1.75K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 1.29% |
$6.06K - $7.27K
|
2.35K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
28+ 2.45% |
$5.65K - $6.79K
|
1.17K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
27+ 0.15% |
$5.45K - $6.54K
|
17.5K
$4.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
25+ 0.09% |
$5.05K - $6.06K
|
26.7K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
24+ 0.22% |
$4.84K - $5.82K
|
10.9K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 1.67% |
$4.84K - $5.82K
|
1.46K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
24New |
$4.84K - $5.82K
|
24
$6.25K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 21.43% |
$4.84K - $5.82K
|
136
$35.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.21% |
$4.84K - $5.82K
|
11.6K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.65% |
$4.64K - $5.57K
|
3.58K
$932K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 43.4% |
$4.64K - $5.57K
|
76
$19.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.21% |
$4.44K - $5.33K
|
1.84K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 1.14% |
$4.44K - $5.33K
|
1.95K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 2.62% |
$4.44K - $5.33K
|
861
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.82% |
$4.24K - $5.09K
|
2.58K
$672K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21+ 0.39% |
$4.24K - $5.09K
|
5.34K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 6.77% |
$4.24K - $5.09K
|
331
$86.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
21+ 3.23% |
$4.24K - $5.09K
|
671
$175K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
19+ 0.18% |
$3.84K - $4.6K
|
10.6K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
18+ 1.15% |
$3.63K - $4.36K
|
1.58K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 0.4% |
$3.63K - $4.36K
|
4.5K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.77% |
$3.63K - $4.36K
|
1.03K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17+ 0.29% |
$3.43K - $4.12K
|
5.96K
$1.55M
|