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 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.6K- 60.39% |
$2.85M - $3.36M
|
8.28K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1K- 36.43% |
$226K - $267K
|
1.75K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 6.81% |
$29.6K - $34.9K
|
2.05K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 2.08% |
$226 - $267
|
47
$11.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
12+ 1.32% |
$2.71K - $3.2K
|
921
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 15.23% |
$41.8K - $49.3K
|
1.4K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 1.45% |
$6.1K - $7.2K
|
1.89K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
387+ 13.39% |
$87.5K - $103K
|
3.28K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 7.8% |
$28.7K - $33.9K
|
1.76K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.33K
|
1.25K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
830+ 4.27% |
$188K - $221K
|
20.3K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-537- 0.56% |
$121K - $143K
|
95.9K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-281- 3.96% |
$63.5K - $74.9K
|
6.82K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
235+ 57.46% |
$53.1K - $62.7K
|
644
$159K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
170+ 36.09% |
$38.4K - $45.3K
|
641
$158K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.44% |
$1.13K - $1.33K
|
1.15K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
850New |
$192K - $227K
|
850
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-90- 0.61% |
$20.3K - $24K
|
14.7K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$226 - $267
|
2.75K
$679K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.46KNew |
$556K - $656K
|
2.46K
$607K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-78- 14.39% |
$17.6K - $20.8K
|
464
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
396+ 21.91% |
$89.5K - $106K
|
2.2K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
914New |
$207K - $244K
|
914
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.09K- 2.67% |
$697K - $823K
|
112K
$27.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-10- 0.65% |
$2.26K - $2.67K
|
1.54K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
601+ 106.94% |
$136K - $160K
|
1.16K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-596- 7.26% |
$135K - $159K
|
7.61K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-181- 3.83% |
$40.9K - $48.3K
|
4.54K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-274- 10.68% |
$61.9K - $73.1K
|
2.29K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
832New |
$188K - $222K
|
832
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$226 - $267
|
28K
$6.92M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-34- 2.51% |
$7.68K - $9.07K
|
1.32K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.9K- 21.97% |
$654K - $772K
|
10.3K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.35K+ 22.76% |
$530K - $625K
|
12.6K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12+ 1.12% |
$2.71K - $3.2K
|
1.08K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-148- 4.24% |
$33.4K - $39.5K
|
3.35K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
379+ 37.9% |
$85.6K - $101K
|
1.38K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-415- 15.2% |
$93.8K - $111K
|
2.32K
$571K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 0.84% |
$4.97K - $5.87K
|
2.64K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8+ 0.74% |
$1.81K - $2.13K
|
1.1K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$904 - $1.07K
|
1.36K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
343+ 14.05% |
$77.5K - $91.5K
|
2.79K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.09K+ 7.26% |
$245K - $290K
|
16K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.02K- 18.5% |
$683K - $806K
|
13.3K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
745+ 4.37% |
$168K - $199K
|
17.8K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
254+ 19.03% |
$57.4K - $67.7K
|
1.59K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
80+ 6.97% |
$18.1K - $21.3K
|
1.23K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.3KNew |
$4.35M - $5.13M
|
19.3K
$4.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
45+ 5.15% |
$10.2K - $12K
|
918
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19K+ 30.92% |
$269K - $317K
|
5.03K
$1.24M
|