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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
27+ 0.7% |
$4.07K - $4.7K
|
3.88K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
25+ 5.24% |
$3.77K - $4.35K
|
502
$131K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 1.14% |
$3.77K - $4.35K
|
2.23K
$580K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
20+ 0.19% |
$3.01K - $3.48K
|
10.5K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19New |
$2.86K - $3.31K
|
19
$4.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18New |
$2.71K - $3.13K
|
18
$4.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.81K - $2.09K
|
12
$3.13K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12+ 35.29% |
$1.81K - $2.09K
|
46
$12K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.5% |
$1.66K - $1.92K
|
2.2K
$572K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.82K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$301 - $348
|
2
$521
|
|
| Q2 2022 | |||||||
|
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$3.43M - $3.98M
|
21.5K
$5.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10KNew |
$1.6M - $1.86M
|
10K
$2.61M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
5.84KNew |
$933K - $1.08M
|
5.84K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.76KNew |
$920K - $1.07M
|
5.76K
$1.5M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.89KNew |
$622K - $723K
|
3.89K
$1.01M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
2.62KNew |
$419K - $487K
|
2.62K
$683K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
2KNew |
$320K - $371K
|
2K
$521K
|
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.7KNew |
$272K - $316K
|
1.7K
$443K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38KNew |
$220K - $255K
|
1.38K
$359K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.33KNew |
$213K - $247K
|
1.33K
$347K
|
|
|
Jul 28, 2022
Q2 2022
|
Enhancing Capital LLC
|
BUY
|
- |
1.2KNew |
$192K - $223K
|
1.2K
$313K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
838+ 1551.85% |
$134K - $156K
|
892
$232K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
582New |
$93K - $108K
|
582
$152K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
504New |
$80.5K - $93.6K
|
504
$131K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
200+ 36.36% |
$32K - $37.1K
|
750
$195K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
160+ 1.09% |
$25.6K - $29.7K
|
14.8K
$3.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
150New |
$24K - $27.8K
|
150
$39.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
91New |
$14.5K - $16.9K
|
91
$23.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
78+ 3.07% |
$12.5K - $14.5K
|
2.62K
$682K
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
65New |
$10.4K - $12.1K
|
65
$16.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
54New |
$8.63K - $10K
|
54
$14.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50New |
$7.99K - $9.28K
|
50
$13K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
48New |
$7.67K - $8.91K
|
48
$12.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34New |
$5.43K - $6.31K
|
34
$8.86K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24New |
$3.83K - $4.46K
|
24
$6.25K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$479 - $557
|
3
$782
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.04% |
$160 - $186
|
50
$13K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.61K+ 61.38% |
$250K - $302K
|
4.23K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.59KNew |
$248K - $299K
|
1.59K
$415K
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.49KNew |
$231K - $279K
|
1.49K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.35KNew |
$210K - $253K
|
1.35K
$352K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.3KNew |
$203K - $245K
|
1.3K
$340K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
155New |
$24.1K - $29.1K
|
155
$40.4K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
100New |
$15.6K - $18.8K
|
100
$26.1K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$15.6K - $18.8K
|
100
$26.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
57New |
$8.88K - $10.7K
|
57
$14.9K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$156 - $188
|
1
$261
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
220KNew |
$32M - $35.7M
|
220K
$57.3M
|
|