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 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
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
56.1K+ 15.31% |
$12.7M - $15M
|
422K
$104M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.64K+ 182.27% |
$1.95M - $2.3M
|
13.4K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.26KNew |
$286K - $337K
|
1.26K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 13.75% |
$2.49K - $2.93K
|
91
$22.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
63+ 1.64% |
$14.2K - $16.8K
|
3.9K
$963K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.3K+ 17.38% |
$746K - $880K
|
22.3K
$5.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.24KNew |
$505K - $596K
|
2.24K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 10.94% |
$1.58K - $1.87K
|
71
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
128New |
$28.9K - $34.1K
|
128
$31.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-891- 2.25% |
$201K - $238K
|
38.7K
$9.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.11% |
$226 - $267
|
877
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 1.2% |
$7.91K - $9.33K
|
2.96K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
800+ 30.83% |
$181K - $213K
|
3.4K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.1K- 10.58% |
$475K - $560K
|
17.7K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-85- 0.83% |
$19.2K - $22.7K
|
10.2K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
95+ 3.88% |
$21.5K - $25.3K
|
2.54K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 3.53% |
$1.36K - $1.6K
|
164
$40.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20- 1.02% |
$4.52K - $5.33K
|
1.94K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6+ 0.26% |
$1.36K - $1.6K
|
2.29K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.6K- 9.1% |
$587K - $693K
|
26K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-260- 1.58% |
$58.8K - $69.3K
|
16.2K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.61KNew |
$589K - $695K
|
2.61K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
6+ 0.62% |
$1.36K - $1.6K
|
976
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-555- 6.63% |
$125K - $148K
|
7.82K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14+ 0.8% |
$3.16K - $3.73K
|
1.77K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
130+ 9.15% |
$29.4K - $34.7K
|
1.55K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.49% |
$226 - $267
|
205
$50.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.36% |
$3.84K - $4.53K
|
4.75K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-505- 0.56% |
$114K - $135K
|
89.3K
$22M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-31- 1.87% |
$7.01K - $8.27K
|
1.63K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6+ 15.0% |
$1.36K - $1.6K
|
46
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-189- 2.32% |
$42.7K - $50.4K
|
7.95K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22+ 2.24% |
$4.97K - $5.87K
|
1.01K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
108+ 0.1% |
$24.4K - $28.8K
|
107K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
196+ 17.22% |
$44.3K - $52.3K
|
1.33K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4KNew |
$317K - $374K
|
1.4K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
57+ 5.37% |
$12.9K - $15.2K
|
1.12K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 10.0% |
$1.13K - $1.33K
|
45
$11.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.03K+ 2.02% |
$911K - $1.08M
|
204K
$50.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-341- 0.82% |
$77.1K - $90.9K
|
41.2K
$10.2M
|