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 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.65% |
$4.64K - $5.57K
|
3.58K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 43.4% |
$4.64K - $5.57K
|
76
$19.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.21% |
$4.44K - $5.33K
|
1.84K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 1.14% |
$4.44K - $5.33K
|
1.95K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 2.62% |
$4.44K - $5.33K
|
861
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21+ 0.39% |
$4.24K - $5.09K
|
5.34K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 6.77% |
$4.24K - $5.09K
|
331
$85K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
21+ 3.23% |
$4.24K - $5.09K
|
671
$172K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
19+ 0.18% |
$3.84K - $4.6K
|
10.6K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 0.4% |
$3.63K - $4.36K
|
4.5K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.77% |
$3.63K - $4.36K
|
1.03K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16+ 26.67% |
$3.23K - $3.88K
|
76
$19.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15New |
$3.03K - $3.64K
|
15
$3.85K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
15+ 0.4% |
$3.03K - $3.64K
|
3.81K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.71% |
$2.83K - $3.39K
|
1.98K
$508K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$2.83K - $3.39K
|
2.02K
$520K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 41.18% |
$2.83K - $3.39K
|
48
$12.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14+ 1.02% |
$2.83K - $3.39K
|
1.38K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13+ 0.06% |
$2.62K - $3.15K
|
22.9K
$5.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12New |
$2.42K - $2.91K
|
12
$3.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.67% |
$2.22K - $2.67K
|
670
$172K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 10.58% |
$2.22K - $2.67K
|
115
$29.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.16% |
$2.22K - $2.67K
|
6.71K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 0.31% |
$2.22K - $2.67K
|
3.61K
$928K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.92% |
$2.22K - $2.67K
|
1.2K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 0.82% |
$2.02K - $2.42K
|
1.22K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$2.02K - $2.42K
|
10
$2.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10+ 0.43% |
$2.02K - $2.42K
|
2.34K
$601K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 15.87% |
$2.02K - $2.42K
|
73
$18.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9+ 0.44% |
$1.82K - $2.18K
|
2.05K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.82K - $2.18K
|
7.1K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 11.59% |
$1.61K - $1.94K
|
77
$19.8K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8+ 0.78% |
$1.61K - $1.94K
|
1.03K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.41K - $1.7K
|
1.85K
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.71% |
$1.41K - $1.7K
|
992
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 4.96% |
$1.21K - $1.45K
|
127
$32.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 0.46% |
$1.21K - $1.45K
|
1.32K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 0.14% |
$1.21K - $1.45K
|
4.24K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.41% |
$1.21K - $1.45K
|
432
$111K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6+ 0.02% |
$1.21K - $1.45K
|
32K
$8.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 500.0% |
$1.01K - $1.21K
|
6
$1.54K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 6.1% |
$1.01K - $1.21K
|
87
$22.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 15.63% |
$1.01K - $1.21K
|
37
$9.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.01K - $1.21K
|
1.32K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.3% |
$807 - $969
|
1.35K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.24% |
$807 - $969
|
1.69K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 2.61% |
$807 - $969
|
157
$40.3K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 3.2% |
$807 - $969
|
129
$33.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.54% |
$807 - $969
|
747
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.25% |
$807 - $969
|
1.63K
$418K
|