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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 100.0% |
$16K - $17.5K
|
200
$49K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
91New |
$14.5K - $15.9K
|
91
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
54New |
$8.63K - $9.44K
|
54
$13.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40+ 1.47% |
$6.4K - $6.99K
|
2.76K
$678K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
39New |
$6.24K - $6.82K
|
39
$9.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.74% |
$4K - $4.37K
|
1.46K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
23New |
$3.68K - $4.02K
|
23
$5.64K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19+ 0.95% |
$3.04K - $3.32K
|
2.01K
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 10.16% |
$2.08K - $2.27K
|
141
$34.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8+ 0.57% |
$1.28K - $1.4K
|
1.42K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8New |
$1.28K - $1.4K
|
8
$1.96K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$1.12K - $1.22K
|
7
$1.72K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 11.11% |
$480 - $525
|
30
$7.36K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$480 - $525
|
3
$736
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$160 - $175
|
1
$245
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
688K+ 15464.58% |
$116M - $126M
|
693K
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
168KNew |
$28.3M - $30.9M
|
168K
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
68.5K+ 52.77% |
$11.5M - $12.6M
|
198K
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
37.3K+ 287.71% |
$6.28M - $6.85M
|
50.3K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.2K+ 364.71% |
$4.57M - $4.99M
|
34.6K
$8.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.4K+ 5.28% |
$1.58M - $1.73M
|
187K
$45.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.14K+ 18.71% |
$1.37M - $1.5M
|
51.7K
$12.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
6.98KNew |
$1.17M - $1.28M
|
6.98K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.9KNew |
$657K - $717K
|
3.9K
$956K
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.21KNew |
$373K - $407K
|
2.21K
$543K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$364K - $397K
|
2.16K
$529K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.05KNew |
$346K - $377K
|
2.05K
$503K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.01KNew |
$338K - $369K
|
2.01K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$266K - $290K
|
1.58K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.43KNew |
$241K - $263K
|
1.43K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.35KNew |
$227K - $248K
|
1.35K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.23KNew |
$207K - $226K
|
1.23K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.23KNew |
$206K - $225K
|
1.23K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22KNew |
$205K - $224K
|
1.22K
$298K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$198K - $216K
|
1.17K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1K+ 92.42% |
$168K - $184K
|
2.08K
$510K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
734+ 2.76% |
$124K - $135K
|
27.4K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
714+ 11.67% |
$120K - $131K
|
6.83K
$1.67M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
536New |
$90.2K - $98.5K
|
536
$131K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
265New |
$44.6K - $48.7K
|
265
$65K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
244+ 4.78% |
$41.1K - $44.8K
|
5.35K
$1.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
219+ 1.49% |
$36.9K - $40.2K
|
14.9K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 7.28% |
$34.3K - $37.5K
|
3.01K
$737K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 1.52% |
$25.4K - $27.7K
|
10.1K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
120New |
$20.2K - $22.1K
|
120
$29.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
113+ 11300.0% |
$19K - $20.8K
|
114
$28K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85+ 7.0% |
$14.3K - $15.6K
|
1.3K
$318K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
74New |
$12.5K - $13.6K
|
74
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
37+ 1.93% |
$6.23K - $6.8K
|
1.95K
$479K
|
|