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 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.2K+ 428.41% |
$2.59M - $2.84M
|
20K
$4.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.88K- 21.07% |
$460K - $503K
|
10.8K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-10- 22.22% |
$1.6K - $1.75K
|
35
$8.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
300New |
$48K - $52.5K
|
300
$73.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-67- 1.06% |
$10.7K - $11.7K
|
6.24K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-175- 31.99% |
$28K - $30.6K
|
372
$91.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8New |
$1.28K - $1.4K
|
8
$1.96K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19+ 0.95% |
$3.04K - $3.32K
|
2.01K
$493K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
129+ 5.2% |
$20.6K - $22.6K
|
2.61K
$640K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
91New |
$14.5K - $15.9K
|
91
$22.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-217- 2.56% |
$34.7K - $37.9K
|
8.26K
$2.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.36K+ 12.59% |
$377K - $413K
|
21.1K
$5.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-13.3K- 58.25% |
$2.13M - $2.33M
|
9.53K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.27% |
$480 - $525
|
1.11K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$398K - $435K
|
2.49K
$611K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-110- 7.85% |
$17.6K - $19.2K
|
1.29K
$317K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
39New |
$6.24K - $6.82K
|
39
$9.56K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
540+ 5.11% |
$86.3K - $94.4K
|
11.1K
$2.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-15- 0.27% |
$2.4K - $2.62K
|
5.58K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-45- 0.48% |
$7.2K - $7.87K
|
9.35K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-69- 37.3% |
$11K - $12.1K
|
116
$28.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4.6KNew |
$735K - $804K
|
4.6K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40+ 1.47% |
$6.4K - $6.99K
|
2.76K
$678K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-225- 11.62% |
$36K - $39.3K
|
1.71K
$420K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-43- 1.84% |
$6.88K - $7.52K
|
2.3K
$563K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$160 - $175
|
1
$245
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 29.55% |
$2.08K - $2.27K
|
31
$7.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
206New |
$32.9K - $36K
|
206
$50.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$1.12K - $1.22K
|
7
$1.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-375- 4.53% |
$60K - $65.6K
|
7.9K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
274New |
$43.8K - $47.9K
|
274
$67.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
507New |
$81.1K - $88.7K
|
507
$124K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$480 - $525
|
3
$736
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$214K - $234K
|
1.34K
$329K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.6K- 32.67% |
$1.78M - $1.95M
|
21.8K
$5.36M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-3.7K- 77.08% |
$623K - $680K
|
1.1K
$270K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
536New |
$90.2K - $98.5K
|
536
$131K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85+ 7.0% |
$14.3K - $15.6K
|
1.3K
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
74New |
$12.5K - $13.6K
|
74
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.68K - $1.84K
|
10
$2.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 7.28% |
$34.3K - $37.5K
|
3.01K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
37+ 1.93% |
$6.23K - $6.8K
|
1.95K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22KNew |
$205K - $224K
|
1.22K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
68.5K+ 52.77% |
$11.5M - $12.6M
|
198K
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35KNew |
$227K - $248K
|
1.35K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.29K- 97.72% |
$723K - $789K
|
100
$24.5K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-144- 8.89% |
$24.2K - $26.5K
|
1.48K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.2K+ 364.71% |
$4.57M - $4.99M
|
34.6K
$8.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
168KNew |
$28.3M - $30.9M
|
168K
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
37.3K+ 287.71% |
$6.28M - $6.85M
|
50.3K
$12.3M
|
|