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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4- 8.51% |
$765 - $921
|
43
$12.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
893New |
$171K - $206K
|
893
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
50+ 16.13% |
$9.57K - $11.5K
|
360
$103K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72New |
$13.8K - $16.6K
|
72
$20.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
23.2KNew |
$4.44M - $5.34M
|
23.2K
$6.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-8.24K- 9.95% |
$1.58M - $1.9M
|
74.6K
$21.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.13% |
$2.68K - $3.22K
|
1.25K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
231+ 17.19% |
$44.2K - $53.2K
|
1.58K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
7New |
$1.34K - $1.61K
|
7
$2.01K
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$28.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$1.74K - $2.1K
|
11
$3.16K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
120New |
$19K - $22.9K
|
120
$34.5K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-50- 7.35% |
$7.9K - $9.52K
|
630
$181K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
26New |
$4.11K - $4.95K
|
26
$7.47K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$632 - $762
|
4
$1.15K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
292+ 7300.0% |
$46.1K - $55.6K
|
296
$85K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$28.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$28.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$3.45K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79New |
$12.5K - $15K
|
79
$22.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
508New |
$80.2K - $96.8K
|
508
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.91K+ 2.12% |
$460K - $555K
|
140K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.1KNew |
$174K - $210K
|
1.1K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.5K+ 50.0% |
$395K - $476K
|
7.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$181K - $218K
|
1.15K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-200- 12.5% |
$31.6K - $38.1K
|
1.4K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
6.9KNew |
$1.09M - $1.31M
|
6.9K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1K+ 90.91% |
$158K - $190K
|
2.1K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-159- 88.83% |
$25.1K - $30.3K
|
20
$5.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31New |
$4.9K - $5.91K
|
31
$8.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
5.72KNew |
$903K - $1.09M
|
5.72K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.58M - $1.9M
|
10K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
701New |
$111K - $134K
|
701
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-60Closed |
$9.48K - $11.4K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$1.64M - $1.97M
|
10.4K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-18K- 45.05% |
$2.85M - $3.43M
|
22K
$6.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 1.5% |
$1.26K - $1.52K
|
526
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
33New |
$5.21K - $6.29K
|
33
$9.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
59+ 2.51% |
$9.32K - $11.2K
|
2.41K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-84- 1.17% |
$13.3K - $16K
|
7.07K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.89KNew |
$456K - $551K
|
2.89K
$830K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-33.5K- 95.65% |
$5.29M - $6.38M
|
1.53K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
37+ 1.81% |
$5.84K - $7.05K
|
2.09K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 0.06% |
$158 - $190
|
1.71K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11- 9.65% |
$1.74K - $2.1K
|
103
$29.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1.06KNew |
$167K - $202K
|
1.06K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 2.7% |
$5.69K - $6.86K
|
1.3K
$373K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.6K- 10.23% |
$252K - $304K
|
14K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.1KNew |
$174K - $210K
|
1.1K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
463New |
$73.1K - $88.2K
|
463
$133K
|
|