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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.88K+ 3.52% |
$580K - $697K
|
84.6K
$20.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14+ 1.02% |
$2.83K - $3.39K
|
1.38K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.18K+ 288.7% |
$237K - $285K
|
1.58K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-5K- 18.25% |
$1.01M - $1.21M
|
22.4K
$5.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.22KNew |
$247K - $296K
|
1.22K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.01KNew |
$204K - $245K
|
1.01K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
878New |
$177K - $213K
|
878
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 5.56% |
$20.2K - $24.2K
|
1.7K
$412K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
861New |
$174K - $209K
|
861
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
944New |
$191K - $229K
|
944
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-214- 18.26% |
$43.2K - $51.9K
|
958
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$202 - $242
|
1
$242
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.05% |
$404 - $485
|
3.76K
$912K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
729New |
$147K - $177K
|
729
$177K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-24- 2.77% |
$4.84K - $5.82K
|
843
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
76+ 0.5% |
$15.3K - $18.4K
|
15.2K
$3.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
21+ 3.23% |
$4.24K - $5.09K
|
671
$163K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
180+ 3.29% |
$36.3K - $43.6K
|
5.66K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 56.25% |
$21.8K - $26.2K
|
300
$72.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.35% |
$2.02K - $2.42K
|
2.86K
$693K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.5% |
$404 - $485
|
398
$96.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.01K - $1.21K
|
1.32K
$321K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.35K- 87.41% |
$274K - $311K
|
194
$47K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17New |
$3.46K - $3.93K
|
17
$4.12K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
70+ 2.41% |
$14.2K - $16.2K
|
2.97K
$721K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$474K - $538K
|
2.33K
$565K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.59KNew |
$324K - $368K
|
1.59K
$386K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 7.42% |
$687K - $780K
|
48.9K
$11.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
46New |
$9.35K - $10.6K
|
46
$11.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
28New |
$5.69K - $6.46K
|
28
$6.79K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$2.85K - $3.23K
|
14
$3.39K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9- 75.0% |
$1.83K - $2.08K
|
3
$727
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.6% |
$610 - $693
|
500
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
81K+ 3709.66% |
$16.5M - $18.7M
|
83.2K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-4.41K- 33.32% |
$896K - $1.02M
|
8.82K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.33K+ 190.2% |
$474K - $538K
|
3.56K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.27KNew |
$258K - $293K
|
1.27K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.01KNew |
$204K - $232K
|
1.01K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.12K- 3.22% |
$837K - $950K
|
124K
$30M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.08% |
$407 - $462
|
2.5K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-183- 7.3% |
$37.2K - $42.3K
|
2.32K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
650+ 74.03% |
$132K - $150K
|
1.53K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
165+ 8.64% |
$33.6K - $38.1K
|
2.07K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-35- 0.44% |
$7.12K - $8.08K
|
7.84K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
161+ 4.05% |
$32.7K - $37.2K
|
4.14K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.78K- 62.67% |
$768K - $872K
|
2.25K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.03K+ 163.61% |
$413K - $469K
|
3.27K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.88KNew |
$991K - $1.13M
|
4.88K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.25% |
$203 - $231
|
81
$19.6K
|
|