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 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-159- 19.68% |
$35.9K - $42.4K
|
649
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.58KNew |
$808K - $953K
|
3.58K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-407- 5.81% |
$92K - $109K
|
6.59K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
211+ 8.7% |
$47.7K - $56.3K
|
2.64K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.69K+ 2.59% |
$381K - $450K
|
66.7K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
44+ 5.11% |
$9.94K - $11.7K
|
905
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
433+ 16.11% |
$97.8K - $115K
|
3.12K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-223- 3.46% |
$50.4K - $59.5K
|
6.22K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9+ 0.16% |
$2.03K - $2.4K
|
5.79K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.97% |
$226 - $267
|
104
$25.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.11K- 3.95% |
$250K - $295K
|
26.9K
$6.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8- 0.48% |
$1.81K - $2.13K
|
1.66K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.87% |
$6.78K - $8K
|
3.42K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
545+ 3.22% |
$123K - $145K
|
17.5K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-105- 1.65% |
$23.7K - $28K
|
6.24K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$13.3K - $15.7K
|
11K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
113+ 7.92% |
$25.5K - $30.1K
|
1.54K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
15.8KNew |
$3.58M - $4.23M
|
15.8K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 1.37% |
$5.42K - $6.4K
|
1.77K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
85+ 0.8% |
$19.2K - $22.7K
|
10.7K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4- 0.14% |
$904 - $1.07K
|
2.94K
$724K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.25% |
$678 - $800
|
1.22K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
268+ 12.45% |
$60.6K - $71.5K
|
2.42K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.2% |
$452 - $533
|
1.01K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 1.08% |
$2.03K - $2.4K
|
843
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-61- 4.23% |
$13.8K - $16.3K
|
1.38K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
459+ 119.84% |
$104K - $122K
|
842
$208K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
351+ 9.37% |
$79.3K - $93.6K
|
4.1K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-288- 0.22% |
$65.1K - $76.8K
|
131K
$32.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
232+ 19.98% |
$52.4K - $61.9K
|
1.39K
$344K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.48% |
$1.58K - $1.87K
|
1.45K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
60+ 1.12% |
$13.6K - $16K
|
5.43K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-39- 13.78% |
$8.81K - $10.4K
|
244
$60.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
48+ 16.44% |
$10.8K - $12.8K
|
340
$83.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-118- 3.5% |
$26.7K - $31.5K
|
3.26K
$803K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 25.0% |
$2.03K - $2.4K
|
45
$11.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.46% |
$678 - $800
|
650
$160K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-23- 2.67% |
$5.2K - $6.13K
|
838
$207K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
43+ 1.35% |
$9.72K - $11.5K
|
3.23K
$796K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 10.37% |
$22.8K - $26.9K
|
1.08K
$265K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-26- 0.87% |
$5.88K - $6.93K
|
2.95K
$729K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-518K- 99.61% |
$117M - $138M
|
2.04K
$504K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-985- 6.45% |
$223K - $263K
|
14.3K
$3.53M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
3+ 0.2% |
$678 - $800
|
1.48K
$366K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-235- 14.66% |
$53.1K - $62.7K
|
1.37K
$338K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 6.62% |
$2.03K - $2.4K
|
145
$35.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 7.02% |
$6.55K - $7.73K
|
442
$109K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.37K- 15.31% |
$535K - $631K
|
13.1K
$3.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-159- 1.87% |
$35.9K - $42.4K
|
8.35K
$2.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$226 - $267
|
102
$25.2K
|