Latest Institutional Purchases of Travelers Companies, Inc. (TRV)
This list provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
532+ 12.87% |
$120K - $142K
|
4.67K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
476+ 25.17% |
$108K - $127K
|
2.37K
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
464+ 13.45% |
$105K - $124K
|
3.91K
$966K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
459+ 119.84% |
$104K - $122K
|
842
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
433+ 16.11% |
$97.8K - $115K
|
3.12K
$770K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
396+ 21.91% |
$89.5K - $106K
|
2.2K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
387+ 13.39% |
$87.5K - $103K
|
3.28K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
379+ 37.9% |
$85.6K - $101K
|
1.38K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
351+ 9.37% |
$79.3K - $93.6K
|
4.1K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
349+ 16.9% |
$78.9K - $93.1K
|
2.41K
$596K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
343+ 14.05% |
$77.5K - $91.5K
|
2.79K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
313+ 22.7% |
$70.7K - $83.5K
|
1.69K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
268+ 12.45% |
$60.6K - $71.5K
|
2.42K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
254+ 19.03% |
$57.4K - $67.7K
|
1.59K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
238+ 5.55% |
$53.8K - $63.5K
|
4.52K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
235+ 57.46% |
$53.1K - $62.7K
|
644
$159K
|
|
|
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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
215+ 581.08% |
$48.6K - $57.3K
|
252
$62.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
211+ 8.7% |
$47.7K - $56.3K
|
2.64K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
209+ 22.02% |
$47.2K - $55.7K
|
1.16K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
196+ 17.22% |
$44.3K - $52.3K
|
1.33K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
190+ 13.21% |
$42.9K - $50.7K
|
1.63K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
189+ 1.64% |
$42.7K - $50.4K
|
11.7K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 15.23% |
$41.8K - $49.3K
|
1.4K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
170+ 36.09% |
$38.4K - $45.3K
|
641
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
169+ 17.59% |
$38.2K - $45.1K
|
1.13K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
136+ 7.89% |
$30.7K - $36.3K
|
1.86K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 6.81% |
$29.6K - $34.9K
|
2.05K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
130+ 9.15% |
$29.4K - $34.7K
|
1.55K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
128New |
$28.9K - $34.1K
|
128
$31.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 7.8% |
$28.7K - $33.9K
|
1.76K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
117+ 27.08% |
$26.4K - $31.2K
|
549
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
113+ 7.92% |
$25.5K - $30.1K
|
1.54K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
108+ 0.1% |
$24.4K - $28.8K
|
107K
$26.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 10.37% |
$22.8K - $26.9K
|
1.08K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 7.1% |
$22.6K - $26.7K
|
1.51K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
95+ 3.88% |
$21.5K - $25.3K
|
2.54K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
85+ 0.8% |
$19.2K - $22.7K
|
10.7K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
80+ 6.97% |
$18.1K - $21.3K
|
1.23K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 0.97% |
$14.2K - $16.8K
|
6.59K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
63+ 1.64% |
$14.2K - $16.8K
|
3.9K
$963K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$14.2K - $16.8K
|
63
$15.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
60+ 1.12% |
$13.6K - $16K
|
5.43K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$13.3K - $15.7K
|
11K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
57+ 5.37% |
$12.9K - $15.2K
|
1.12K
$276K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
48+ 16.44% |
$10.8K - $12.8K
|
340
$83.9K
|
|
|
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
|
Somerset Trust CO
|
BUY
|
- |
45+ 5.15% |
$10.2K - $12K
|
918
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
44+ 5.11% |
$9.94K - $11.7K
|
905
$223K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
43+ 1.35% |
$9.72K - $11.5K
|
3.23K
$796K
|