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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$61.4K - $72.7K
|
375
$89.1K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
261New |
$42.8K - $50.6K
|
261
$62K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210New |
$34.4K - $40.7K
|
210
$49.9K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
150New |
$24.6K - $29.1K
|
150
$35.6K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
127+ 11.81% |
$20.8K - $24.6K
|
1.2K
$286K
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
105+ 1.22% |
$17.2K - $20.4K
|
8.73K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
100+ 1.45% |
$16.4K - $19.4K
|
7K
$1.66M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66New |
$10.8K - $12.8K
|
66
$15.7K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
54+ 0.68% |
$8.85K - $10.5K
|
8K
$1.9M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44New |
$7.21K - $8.53K
|
44
$10.5K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30New |
$4.92K - $5.82K
|
30
$7.13K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20New |
$3.28K - $3.88K
|
20
$4.75K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$983 - $1.16K
|
6
$1.43K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 2.0% |
$655 - $776
|
204
$48.5K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$492 - $582
|
3
$713
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1+ 0.08% |
$164 - $194
|
1.2K
$285K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$164 - $194
|
207
$49.2K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$164 - $194
|
1.84K
$438K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.32MNew |
$364M - $442M
|
2.32M
$551M
|
|
Feb 13, 2023
Q4 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
75.7KNew |
$11.9M - $14.4M
|
75.7K
$18M
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.1KNew |
$2.37M - $2.87M
|
15.1K
$3.58M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12.2KNew |
$1.92M - $2.33M
|
12.2K
$2.9M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.8KNew |
$1.69M - $2.05M
|
10.8K
$2.56M
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
9.41KNew |
$1.48M - $1.79M
|
9.41K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.64KNew |
$1.36M - $1.65M
|
8.64K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
5.84K+ 3.87% |
$916K - $1.11M
|
157K
$37.3M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5.65KNew |
$887K - $1.08M
|
5.65K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.37K+ 24.2% |
$372K - $451K
|
12.2K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.35KNew |
$212K - $257K
|
1.35K
$321K
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.29KNew |
$202K - $245K
|
1.29K
$306K
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1.24KNew |
$194K - $235K
|
1.24K
$294K
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.23KNew |
$193K - $234K
|
1.23K
$292K
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.23KNew |
$192K - $234K
|
1.23K
$292K
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.22KNew |
$191K - $232K
|
1.22K
$290K
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.21KNew |
$190K - $230K
|
1.21K
$287K
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
1.2KNew |
$188K - $229K
|
1.2K
$285K
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.2KNew |
$188K - $228K
|
1.2K
$285K
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$183K - $222K
|
1.16K
$277K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.13KNew |
$178K - $216K
|
1.13K
$269K
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$268K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.09KNew |
$171K - $207K
|
1.09K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.09KNew |
$170K - $207K
|
1.09K
$258K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.07KNew |
$167K - $203K
|
1.07K
$253K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
544New |
$85.3K - $104K
|
544
$129K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$78.4K - $95.2K
|
500
$119K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
435New |
$68.2K - $82.8K
|
435
$103K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
340New |
$53.3K - $64.7K
|
340
$80.8K
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
308+ 22.68% |
$48.3K - $58.7K
|
1.67K
$396K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 9.77% |
$32.6K - $39.6K
|
2.34K
$555K
|