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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-50- 1.75% |
$10.1K - $12.1K
|
2.82K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$202 - $242
|
1.34K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
89.6K+ 2.94% |
$18.1M - $21.7M
|
3.13M
$760M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.79K+ 61.12% |
$362K - $435K
|
4.73K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 11.59% |
$1.61K - $1.94K
|
77
$18.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10K- 15.79% |
$2.02M - $2.43M
|
53.4K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
270+ 5.92% |
$54.5K - $65.4K
|
4.83K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15New |
$3.03K - $3.64K
|
15
$3.64K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
31.3K+ 7.51% |
$6.31M - $7.58M
|
448K
$109M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-886- 1.58% |
$179K - $215K
|
55.3K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.28K- 23.91% |
$460K - $552K
|
7.25K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-238- 2.84% |
$48K - $57.7K
|
8.16K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$396K - $476K
|
1.96K
$476K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
495+ 21.24% |
$99.9K - $120K
|
2.83K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-49- 50.0% |
$9.89K - $11.9K
|
49
$11.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-175- 0.87% |
$35.3K - $42.4K
|
20K
$4.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
285New |
$57.5K - $69.1K
|
285
$69.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.62K+ 24.71% |
$731K - $877K
|
18.3K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
896New |
$181K - $217K
|
896
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
75+ 1.88% |
$15.1K - $18.2K
|
4.08K
$988K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-60.8K- 88.08% |
$12.3M - $14.7M
|
8.22K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 3.75% |
$4.99M - $5.99M
|
684K
$166M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
42New |
$8.48K - $10.2K
|
42
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.24% |
$807 - $969
|
1.69K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-143- 8.75% |
$28.9K - $34.7K
|
1.49K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
47+ 11.38% |
$9.49K - $11.4K
|
460
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-209- 19.21% |
$42.2K - $50.7K
|
879
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
863New |
$174K - $209K
|
863
$209K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 0.52% |
$14.1K - $17K
|
13.4K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
63+ 3.37% |
$12.7K - $15.3K
|
1.94K
$469K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21+ 0.39% |
$4.24K - $5.09K
|
5.34K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
298+ 7.66% |
$60.2K - $72.2K
|
4.19K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-10- 0.19% |
$2.02K - $2.42K
|
5.36K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.17% |
$404 - $485
|
1.16K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-58- 5.95% |
$11.7K - $14.1K
|
916
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-34- 0.56% |
$6.86K - $8.24K
|
6.04K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7- 0.37% |
$1.41K - $1.7K
|
1.86K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 6.05% |
$80.7K - $96.9K
|
6.22K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-964- 30.87% |
$195K - $234K
|
2.16K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12New |
$2.42K - $2.91K
|
12
$2.91K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.41% |
$606 - $727
|
743
$180K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
668New |
$135K - $162K
|
668
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.16K- 7.14% |
$233K - $280K
|
15K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
364+ 3.07% |
$73.5K - $88.2K
|
12.2K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
226New |
$45.6K - $54.8K
|
226
$54.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3KNew |
$605K - $727K
|
3K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
76+ 4.86% |
$15.3K - $18.4K
|
1.64K
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
509New |
$103K - $123K
|
509
$123K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.02K- 7.18% |
$1.01M - $1.22M
|
64.9K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.65K- 20.34% |
$334K - $401K
|
6.48K
$1.57M
|