Latest Institutional Transactions on Travelers Companies, Inc. (TRV)
This table provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-174- 2.94% |
$39.3K - $46.4K
|
5.75K
$1.42M
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-28.8K- 37.5% |
$6.51M - $7.68M
|
48K
$11.8M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.42K- 3.76% |
$321K - $379K
|
36.3K
$8.96M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-96- 3.58% |
$21.7K - $25.6K
|
2.59K
$639K
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
238+ 5.55% |
$53.8K - $63.5K
|
4.52K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
580+ 13.17% |
$131K - $155K
|
4.99K
$1.23M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-682- 3.25% |
$154K - $182K
|
20.3K
$5.01M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.32KNew |
$1.2M - $1.42M
|
5.32K
$1.31M
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
124KNew |
$28.1M - $33.2M
|
124K
$30.7M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-7.97K- 9.64% |
$1.8M - $2.12M
|
74.7K
$18.4M
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.64K+ 260.87% |
$597K - $704K
|
3.65K
$901K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.27K+ 43.76% |
$1.87M - $2.21M
|
27.2K
$6.7M
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
209+ 22.02% |
$47.2K - $55.7K
|
1.16K
$286K
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-143- 11.98% |
$32.3K - $38.1K
|
1.05K
$259K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
313+ 22.7% |
$70.7K - $83.5K
|
1.69K
$417K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
582+ 3.58% |
$132K - $155K
|
16.8K
$4.15M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-106- 7.66% |
$24K - $28.3K
|
1.28K
$315K
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.7K+ 7.71% |
$610K - $720K
|
37.7K
$9.31M
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-258- 19.38% |
$58.3K - $68.8K
|
1.07K
$265K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-279- 4.59% |
$63K - $74.4K
|
5.79K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
SELL
|
- |
-2- 0.01% |
$452 - $533
|
36.4K
$8.99M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$904 - $1.07K
|
4
$987
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.02KNew |
$231K - $273K
|
1.02K
$253K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.7% |
$5.65K - $6.67K
|
3.58K
$883K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.18K- 0.74% |
$267K - $315K
|
159K
$39.3M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 40.47% |
$461K - $545K
|
7.09K
$1.75M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.26K- 73.82% |
$962K - $1.14M
|
1.51K
$373K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19.4K- 67.52% |
$4.38M - $5.17M
|
9.32K
$2.3M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.18K+ 54.35% |
$2.07M - $2.45M
|
26.1K
$6.43M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-108- 7.2% |
$24.4K - $28.8K
|
1.39K
$343K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.96K- 99.9% |
$668K - $788K
|
3
$740
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 58.89% |
$275K - $324K
|
849
$209K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
136+ 7.89% |
$30.7K - $36.3K
|
1.86K
$459K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30+ 3.02% |
$6.78K - $8K
|
1.02K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.51% |
$1.13K - $1.33K
|
336
$82.9K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
349+ 16.9% |
$78.9K - $93.1K
|
2.41K
$596K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7- 0.25% |
$1.58K - $1.87K
|
2.76K
$681K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-696- 4.33% |
$157K - $186K
|
15.4K
$3.8M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.43K+ 164.41% |
$324K - $382K
|
2.3K
$568K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-24- 0.24% |
$5.42K - $6.4K
|
10K
$2.48M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-11- 1.06% |
$2.49K - $2.93K
|
1.02K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-10.8K- 35.12% |
$2.43M - $2.87M
|
19.9K
$4.91M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.15KNew |
$259K - $306K
|
1.15K
$283K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
840New |
$190K - $224K
|
840
$207K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 0.97% |
$14.2K - $16.8K
|
6.59K
$1.62M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-76- 5.82% |
$17.2K - $20.3K
|
1.23K
$303K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-133- 1.47% |
$30.1K - $35.5K
|
8.9K
$2.2M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 4.71% |
$396K - $467K
|
35.4K
$8.74M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.07K- 24.01% |
$1.15M - $1.35M
|
16K
$3.96M
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.82K- 14.86% |
$863K - $1.02M
|
21.9K
$5.4M
|