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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.09% |
$226 - $267
|
1.16K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.16% |
$226 - $267
|
618
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-74- 21.89% |
$16.7K - $19.7K
|
264
$68.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127+ 7.94% |
$28.7K - $33.9K
|
1.73K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-11.6K- 17.67% |
$2.61M - $3.08M
|
53.9K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-267- 2.84% |
$60.3K - $71.2K
|
9.12K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
113New |
$25.5K - $30.1K
|
113
$29.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-176- 12.22% |
$39.8K - $46.9K
|
1.26K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
344+ 0.68% |
$77.7K - $91.7K
|
50.7K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58+ 5.95% |
$13.1K - $15.5K
|
1.03K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.42KNew |
$322K - $380K
|
1.42K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.68K- 3.14% |
$380K - $449K
|
52K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.87K
|
2.07K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.09K- 9.48% |
$471K - $556K
|
19.9K
$5.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-600- 18.81% |
$136K - $160K
|
2.59K
$672K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-41- 14.24% |
$9.26K - $10.9K
|
247
$64.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
201+ 3.37% |
$45.4K - $53.6K
|
6.17K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 3.16% |
$6.55K - $7.73K
|
948
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
417+ 11.65% |
$94.2K - $111K
|
4K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 8.25% |
$22.4K - $26.4K
|
1.3K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.84KNew |
$415K - $490K
|
1.84K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-210- 15.99% |
$47.5K - $56K
|
1.1K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20.6K+ 377.22% |
$4.66M - $5.5M
|
26.1K
$6.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-160- 0.97% |
$36.2K - $42.7K
|
16.4K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
842New |
$190K - $225K
|
842
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.16% |
$1.58K - $1.87K
|
4.51K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1K+ 154.71% |
$226K - $267K
|
1.65K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.68K- 2.69% |
$380K - $449K
|
61K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 1.77% |
$41.4K - $48.8K
|
10.5K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11+ 0.47% |
$2.49K - $2.93K
|
2.35K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
219+ 6.04% |
$49.5K - $58.4K
|
3.85K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$1.36K - $1.6K
|
2.72K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$226 - $267
|
614
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
105+ 2.53% |
$23.7K - $28K
|
4.26K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.62K- 1.47% |
$367K - $433K
|
109K
$28.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.26% |
$2.26K - $2.67K
|
3.82K
$992K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
97+ 6.1% |
$21.9K - $25.9K
|
1.69K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-544- 13.88% |
$123K - $145K
|
3.38K
$876K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.67% |
$226 - $267
|
61
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 2.97% |
$6.33K - $7.47K
|
915
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
337New |
$76.2K - $89.9K
|
337
$87.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.61K- 12.75% |
$589K - $695K
|
17.8K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
13+ 0.93% |
$2.94K - $3.47K
|
1.41K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-14K- 3.69% |
$3.15M - $3.72M
|
364K
$94.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.58% |
$3.84K - $4.53K
|
1.09K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-9- 0.87% |
$2.03K - $2.4K
|
1.02K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.62% |
$2.71K - $3.2K
|
1.96K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
289New |
$65.3K - $77.1K
|
289
$75K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-174- 2.94% |
$39.3K - $46.4K
|
5.75K
$1.49M
|