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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
37+ 1.93% |
$6.23K - $6.8K
|
1.95K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22KNew |
$205K - $224K
|
1.22K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35KNew |
$227K - $248K
|
1.35K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.29K- 97.72% |
$723K - $789K
|
100
$25.7K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-144- 8.89% |
$24.2K - $26.5K
|
1.48K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.2K+ 364.71% |
$4.57M - $4.99M
|
34.6K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
37.3K+ 287.71% |
$6.28M - $6.85M
|
50.3K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.43KNew |
$241K - $263K
|
1.43K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-120- 31.25% |
$20.2K - $22.1K
|
264
$67.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.44K- 50.65% |
$242K - $265K
|
1.4K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.82M- 83.05% |
$307M - $335M
|
372K
$95.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16K- 83.61% |
$2.7M - $2.95M
|
3.14K
$807K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 0.55% |
$8.42K - $9.19K
|
8.98K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.9KNew |
$657K - $717K
|
3.9K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-2.42K- 28.44% |
$408K - $445K
|
6.09K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.23KNew |
$206K - $225K
|
1.23K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.4K+ 5.28% |
$1.58M - $1.73M
|
187K
$48.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 1.52% |
$25.4K - $27.7K
|
10.1K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-5.31K- 2.04% |
$893K - $975K
|
254K
$65.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
714+ 11.67% |
$120K - $131K
|
6.83K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
32+ 1.61% |
$5.39K - $5.88K
|
2.02K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
120New |
$20.2K - $22.1K
|
120
$30.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$266K - $290K
|
1.58K
$405K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-60- 0.53% |
$10.1K - $11K
|
11.3K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
244+ 4.78% |
$41.1K - $44.8K
|
5.35K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1K+ 92.42% |
$168K - $184K
|
2.08K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 3.85% |
$1.85K - $2.02K
|
275
$70.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.89K- 75.88% |
$655K - $714K
|
1.24K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
265New |
$44.6K - $48.7K
|
265
$68K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$364K - $397K
|
2.16K
$554K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.67% |
$505 - $551
|
454
$117K
|
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.77K- 32.1% |
$298K - $325K
|
3.74K
$959K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.17% |
$505 - $551
|
1.78K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.06% |
$168 - $184
|
1.76K
$451K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
36+ 2.13% |
$6.06K - $6.62K
|
1.72K
$443K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.23KNew |
$207K - $226K
|
1.23K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
219+ 1.49% |
$36.9K - $40.2K
|
14.9K
$3.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.14K+ 18.71% |
$1.37M - $1.5M
|
51.7K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-135- 39.47% |
$22.7K - $24.8K
|
207
$53.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.03K- 13.34% |
$341K - $372K
|
13.2K
$3.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.01KNew |
$338K - $369K
|
2.01K
$516K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 2.8% |
$4.88K - $5.33K
|
1.07K
$273K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
6.98KNew |
$1.17M - $1.28M
|
6.98K
$1.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.21KNew |
$373K - $407K
|
2.21K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
12+ 0.75% |
$2.02K - $2.21K
|
1.61K
$414K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
734+ 2.76% |
$124K - $135K
|
27.4K
$7.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$198K - $216K
|
1.17K
$301K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.05KNew |
$346K - $377K
|
2.05K
$527K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-2.19K- 27.14% |
$369K - $403K
|
5.89K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-50- 4.0% |
$8.42K - $9.19K
|
1.2K
$308K
|