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 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99KNew |
$449K - $530K
|
1.99K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$2.26K - $2.67K
|
1.99K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 1.27% |
$3.62K - $4.27K
|
1.27K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-520- 15.21% |
$118K - $139K
|
2.9K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-20- 1.59% |
$4.52K - $5.33K
|
1.24K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 1.03% |
$5.65K - $6.67K
|
2.4K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
47+ 2.19% |
$10.6K - $12.5K
|
2.2K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.88% |
$2.94K - $3.47K
|
1.5K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.73K+ 14.6% |
$390K - $461K
|
13.6K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-154- 2.73% |
$34.8K - $41.1K
|
5.49K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 10.96% |
$1.81K - $2.13K
|
65
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
169+ 17.59% |
$38.2K - $45.1K
|
1.13K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$226 - $267
|
917
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
23+ 0.32% |
$5.2K - $6.13K
|
7.28K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-22- 1.23% |
$4.97K - $5.87K
|
1.77K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15+ 0.1% |
$3.39K - $4K
|
15.5K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.92% |
$4.29K - $5.07K
|
2.09K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.61% |
$1.36K - $1.6K
|
980
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.2KNew |
$4.57M - $5.39M
|
20.2K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-21- 0.99% |
$4.75K - $5.6K
|
2.11K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
464+ 13.45% |
$105K - $124K
|
3.91K
$966K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.83% |
$22.6K - $26.7K
|
11.9K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
172K+ 202.34% |
$38.9M - $45.9M
|
257K
$63.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.18K+ 46.78% |
$719K - $848K
|
9.98K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
532+ 12.87% |
$120K - $142K
|
4.67K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
117+ 27.08% |
$26.4K - $31.2K
|
549
$135K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-25- 0.94% |
$5.65K - $6.67K
|
2.64K
$651K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.42% |
$1.13K - $1.33K
|
1.21K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
189+ 1.64% |
$42.7K - $50.4K
|
11.7K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-170- 4.87% |
$38.4K - $45.3K
|
3.32K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.37K- 11.08% |
$536K - $632K
|
19K
$4.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-30- 2.4% |
$6.78K - $8K
|
1.22K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.32% |
$1.81K - $2.13K
|
2.5K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
28New |
$6.33K - $7.47K
|
28
$6.91K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
844New |
$191K - $225K
|
844
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$5.92K
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
20.2KNew |
$4.57M - $5.39M
|
20.2K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 6.25% |
$2.26K - $2.67K
|
150
$37K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-15- 0.63% |
$3.39K - $4K
|
2.35K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-68- 0.52% |
$15.4K - $18.1K
|
12.9K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-148- 0.46% |
$33.4K - $39.5K
|
31.9K
$7.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
818+ 2.39% |
$185K - $218K
|
35K
$8.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-659- 4.82% |
$149K - $176K
|
13K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.11% |
$452 - $533
|
1.83K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.79K+ 6.01% |
$631K - $745K
|
49.2K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
905New |
$205K - $241K
|
905
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
190+ 13.21% |
$42.9K - $50.7K
|
1.63K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.87% |
$4.52K - $5.33K
|
2.27K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 7.1% |
$22.6K - $26.7K
|
1.51K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-23- 1.38% |
$5.2K - $6.13K
|
1.65K
$406K
|