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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 1.5% |
$1.26K - $1.52K
|
526
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-910- 31.91% |
$144K - $173K
|
1.94K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13+ 7.56% |
$2.05K - $2.48K
|
185
$44.8K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
33New |
$5.21K - $6.29K
|
33
$8K
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
59+ 2.51% |
$9.32K - $11.2K
|
2.41K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-84- 1.17% |
$13.3K - $16K
|
7.07K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.89KNew |
$456K - $551K
|
2.89K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-33.5K- 95.65% |
$5.29M - $6.38M
|
1.53K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
37+ 1.81% |
$5.84K - $7.05K
|
2.09K
$505K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 0.06% |
$158 - $190
|
1.71K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11- 9.65% |
$1.74K - $2.1K
|
103
$25K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1.06KNew |
$167K - $202K
|
1.06K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 2.7% |
$5.69K - $6.86K
|
1.3K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1- 0.07% |
$158 - $190
|
1.52K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.6K- 10.23% |
$252K - $304K
|
14K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-22- 6.03% |
$3.47K - $4.19K
|
343
$83.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.1KNew |
$174K - $210K
|
1.1K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
463New |
$73.1K - $88.2K
|
463
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-975- 3.47% |
$154K - $186K
|
27.1K
$6.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
266New |
$42K - $50.7K
|
266
$64.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-149- 74.5% |
$23.5K - $28.4K
|
51
$12.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-806- 27.35% |
$127K - $154K
|
2.14K
$519K
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3.3K- 35.7% |
$521K - $629K
|
5.94K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.58KNew |
$249K - $301K
|
1.58K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-10- 0.55% |
$1.58K - $1.9K
|
1.82K
$441K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$1.58K - $1.9K
|
10
$2.42K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
68New |
$10.7K - $13K
|
68
$16.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27New |
$4.26K - $5.14K
|
27
$6.55K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 1000.0% |
$15.8K - $19K
|
110
$26.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-256- 8.69% |
$40.4K - $48.8K
|
2.69K
$652K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-83- 6.38% |
$13.1K - $15.8K
|
1.22K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.26K- 67.17% |
$831K - $1M
|
2.57K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-15- 53.57% |
$2.37K - $2.86K
|
13
$3.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22- 38.6% |
$3.47K - $4.19K
|
35
$8.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.75% |
$316 - $381
|
267
$64.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.11KNew |
$334K - $403K
|
2.11K
$512K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.52KNew |
$239K - $289K
|
1.52K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
61+ 3.95% |
$9.63K - $11.6K
|
1.61K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
250+ 2.79% |
$39.5K - $47.6K
|
9.22K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.27K+ 424.34% |
$358K - $432K
|
2.8K
$679K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
333New |
$52.6K - $63.4K
|
333
$80.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
618+ 13.8% |
$97.6K - $118K
|
5.1K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
469+ 287.73% |
$74.1K - $89.3K
|
632
$153K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 49.26% |
$79K - $95.2K
|
515
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.85% |
$5.53K - $6.67K
|
4.07K
$987K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$2.91K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$302K - $364K
|
1.91K
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$1.58K - $1.9K
|
9.59K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$291K
|