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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16+ 26.67% |
$3.23K - $3.88K
|
76
$18.4K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 2.54% |
$606 - $727
|
115
$27.9K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 23.53% |
$807 - $969
|
13
$3.15K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.83% |
$3.43K - $4.12K
|
2.03K
$491K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.02K- 33.4% |
$206K - $247K
|
2.03K
$493K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-560- 30.6% |
$113K - $136K
|
1.27K
$308K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.32% |
$202 - $242
|
309
$74.9K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.56KNew |
$315K - $379K
|
1.56K
$379K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
915New |
$185K - $222K
|
915
$222K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.03KNew |
$208K - $249K
|
1.03K
$249K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$13.1K - $15.8K
|
65
$15.8K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
179+ 9.97% |
$36.1K - $43.4K
|
1.97K
$479K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1K- 23.23% |
$202K - $242K
|
3.3K
$801K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-453- 0.98% |
$91.4K - $110K
|
46K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.8KNew |
$2.39M - $2.87M
|
11.8K
$2.87M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.61K- 2.76% |
$324K - $389K
|
56.5K
$13.7M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.03% |
$1.21K - $1.45K
|
21.7K
$5.26M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-130- 1.77% |
$26.2K - $31.5K
|
7.2K
$1.74M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
918New |
$185K - $222K
|
918
$223K
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
970New |
$196K - $235K
|
970
$235K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.05K+ 0.45% |
$413K - $496K
|
452K
$110M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 2.4% |
$469K - $563K
|
99K
$24M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
156New |
$31.5K - $37.8K
|
156
$37.8K
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
933New |
$188K - $226K
|
933
$226K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-45- 33.33% |
$9.08K - $10.9K
|
90
$21.8K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-389- 95.81% |
$78.5K - $94.3K
|
17
$4.12K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
910New |
$184K - $221K
|
910
$221K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 3.2% |
$807 - $969
|
129
$31.3K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$202 - $242
|
1.2K
$290K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.41K - $1.7K
|
1.85K
$449K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.31KNew |
$466K - $560K
|
2.31K
$560K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
578+ 5.06% |
$117K - $140K
|
12K
$2.91M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.21% |
$4.84K - $5.82K
|
11.6K
$2.82M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-138- 11.02% |
$27.9K - $33.4K
|
1.11K
$270K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
60New |
$12.1K - $14.5K
|
60
$14.5K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 6.1% |
$1.01K - $1.21K
|
87
$21.1K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45+ 39.13% |
$9.08K - $10.9K
|
160
$38.8K
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
343+ 1.69% |
$69.2K - $83.1K
|
20.6K
$4.99M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.54% |
$807 - $969
|
747
$181K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.8K+ 75.0% |
$363K - $436K
|
4.2K
$1.02M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
866New |
$175K - $210K
|
866
$210K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
911New |
$184K - $221K
|
911
$221K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.3% |
$606 - $727
|
992
$240K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.63% |
$202 - $242
|
39
$9.45K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
907New |
$183K - $220K
|
907
$220K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
325+ 8.31% |
$65.6K - $78.8K
|
4.24K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 43.4% |
$4.64K - $5.57K
|
76
$18.4K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-750- 14.15% |
$151K - $182K
|
4.55K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
962New |
$194K - $233K
|
962
$233K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
636+ 20.15% |
$128K - $154K
|
3.79K
$919K
|