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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12.2KNew |
$1.92M - $2.33M
|
12.2K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.8KNew |
$1.69M - $2.05M
|
10.8K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
9.41KNew |
$1.48M - $1.79M
|
9.41K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.64KNew |
$1.36M - $1.65M
|
8.64K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
5.84K+ 3.87% |
$916K - $1.11M
|
157K
$38.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5.65KNew |
$887K - $1.08M
|
5.65K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.37K+ 24.2% |
$372K - $451K
|
12.2K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.35KNew |
$212K - $257K
|
1.35K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.29KNew |
$202K - $245K
|
1.29K
$315K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1.24KNew |
$194K - $235K
|
1.24K
$303K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.23KNew |
$193K - $234K
|
1.23K
$302K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.23KNew |
$192K - $234K
|
1.23K
$301K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.22KNew |
$191K - $232K
|
1.22K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.21KNew |
$190K - $230K
|
1.21K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
1.2KNew |
$188K - $229K
|
1.2K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.2KNew |
$188K - $228K
|
1.2K
$294K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$183K - $222K
|
1.16K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.09KNew |
$170K - $207K
|
1.09K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
544New |
$85.3K - $104K
|
544
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$78.4K - $95.2K
|
500
$123K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
435New |
$68.2K - $82.8K
|
435
$107K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
340New |
$53.3K - $64.7K
|
340
$83.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 9.77% |
$32.6K - $39.6K
|
2.34K
$573K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
205New |
$32.2K - $39K
|
205
$50.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
200+ 0.36% |
$31.4K - $38.1K
|
55.2K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
155+ 0.78% |
$24.3K - $29.5K
|
20.2K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
114New |
$17.9K - $21.7K
|
114
$28K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
100New |
$15.7K - $19K
|
100
$24.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
89+ 5.97% |
$14K - $16.9K
|
1.58K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
77+ 0.9% |
$12.1K - $14.7K
|
8.64K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
74New |
$11.6K - $14.1K
|
74
$18.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
73+ 2.79% |
$11.5K - $13.9K
|
2.69K
$659K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
62+ 1.48% |
$9.73K - $11.8K
|
4.25K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
33New |
$5.18K - $6.28K
|
33
$8.09K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$4.71K - $5.71K
|
30
$7.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 700.0% |
$4.39K - $5.33K
|
32
$7.85K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$3.14K - $3.81K
|
20
$4.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18New |
$2.82K - $3.43K
|
18
$4.41K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
11+ 0.33% |
$1.73K - $2.09K
|
3.31K
$813K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9New |
$1.41K - $1.71K
|
9
$2.21K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
9New |
$1.41K - $1.71K
|
9
$2.21K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$471 - $571
|
3
$736
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3New |
$471 - $571
|
3
$736
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3+ 0.14% |
$471 - $571
|
2.13K
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1New |
$157 - $190
|
1
$245
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
52K+ 100.0% |
$7.83M - $9.05M
|
104K
$25.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
26.9KNew |
$4.05M - $4.69M
|
26.9K
$6.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
11.5KNew |
$1.74M - $2.01M
|
11.5K
$2.83M
|
|