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 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.3KNew |
$497K - $575K
|
3.3K
$854K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.49KNew |
$375K - $434K
|
2.49K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.11KNew |
$318K - $368K
|
2.11K
$546K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2.06KNew |
$310K - $358K
|
2.06K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.01KNew |
$303K - $350K
|
2.01K
$520K
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2KNew |
$301K - $348K
|
2K
$517K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2KNew |
$301K - $348K
|
2K
$517K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.95KNew |
$293K - $339K
|
1.95K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.91K+ 0.42% |
$287K - $332K
|
461K
$119M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.9KNew |
$286K - $330K
|
1.9K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$262K - $303K
|
1.74K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
969+ 4.09% |
$146K - $169K
|
24.7K
$6.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
700New |
$105K - $122K
|
700
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
635+ 12.2% |
$95.6K - $111K
|
5.84K
$1.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
600+ 19.37% |
$90.4K - $104K
|
3.7K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
423+ 395.33% |
$63.7K - $73.6K
|
530
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
250New |
$37.7K - $43.5K
|
250
$64.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
221New |
$33.3K - $38.5K
|
221
$57.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
175+ 1.14% |
$26.4K - $30.5K
|
15.6K
$4.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
172+ 13.28% |
$25.9K - $29.9K
|
1.47K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
144New |
$21.7K - $25.1K
|
144
$37.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
130+ 10.8% |
$19.6K - $22.6K
|
1.33K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
130+ 10.8% |
$19.6K - $22.6K
|
1.33K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
56New |
$8.43K - $9.75K
|
56
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32New |
$4.82K - $5.57K
|
32
$8.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
27+ 0.7% |
$4.07K - $4.7K
|
3.88K
$1M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 1.14% |
$3.77K - $4.35K
|
2.23K
$575K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
20+ 0.19% |
$3.01K - $3.48K
|
10.5K
$2.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19New |
$2.86K - $3.31K
|
19
$4.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18New |
$2.71K - $3.13K
|
18
$4.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.81K - $2.09K
|
12
$3.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12+ 35.29% |
$1.81K - $2.09K
|
46
$11.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.5% |
$1.66K - $1.92K
|
2.2K
$567K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.81K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$301 - $348
|
2
$517
|
|
| Q2 2022 | |||||||
|
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$3.43M - $3.98M
|
21.5K
$5.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10KNew |
$1.6M - $1.86M
|
10K
$2.58M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
5.84KNew |
$933K - $1.08M
|
5.84K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.76KNew |
$920K - $1.07M
|
5.76K
$1.49M
|
|
|
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
$678K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
2KNew |
$320K - $371K
|
2K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.7KNew |
$272K - $316K
|
1.7K
$439K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38KNew |
$220K - $255K
|
1.38K
$356K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.33KNew |
$213K - $247K
|
1.33K
$344K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
838+ 1551.85% |
$134K - $156K
|
892
$231K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
582New |
$93K - $108K
|
582
$150K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
504New |
$80.5K - $93.6K
|
504
$130K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
200+ 36.36% |
$32K - $37.1K
|
750
$194K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
160+ 1.09% |
$25.6K - $29.7K
|
14.8K
$3.83M
|
|