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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 1.2% |
$7.91K - $9.33K
|
2.96K
$730K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30+ 3.02% |
$6.78K - $8K
|
1.02K
$252K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 7.02% |
$6.55K - $7.73K
|
442
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
28New |
$6.33K - $7.47K
|
28
$6.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 1.45% |
$6.1K - $7.2K
|
1.89K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.7% |
$5.65K - $6.67K
|
3.58K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$5.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 1.37% |
$5.42K - $6.4K
|
1.77K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
23+ 0.32% |
$5.2K - $6.13K
|
7.28K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22+ 2.24% |
$4.97K - $5.87K
|
1.01K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 0.84% |
$4.97K - $5.87K
|
2.64K
$652K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.92% |
$4.29K - $5.07K
|
2.09K
$516K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18New |
$4.07K - $4.8K
|
18
$4.44K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.36% |
$3.84K - $4.53K
|
4.75K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 1.27% |
$3.62K - $4.27K
|
1.27K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15+ 0.1% |
$3.39K - $4K
|
15.5K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14+ 0.8% |
$3.16K - $3.73K
|
1.77K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.88% |
$2.94K - $3.47K
|
1.5K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
12+ 1.32% |
$2.71K - $3.2K
|
921
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12+ 1.12% |
$2.71K - $3.2K
|
1.08K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 13.75% |
$2.49K - $2.93K
|
91
$22.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$2.26K - $2.67K
|
1.99K
$490K
|
|
|
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
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 1.08% |
$2.03K - $2.4K
|
843
$208K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 25.0% |
$2.03K - $2.4K
|
45
$11.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 6.62% |
$2.03K - $2.4K
|
145
$35.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8+ 0.74% |
$1.81K - $2.13K
|
1.1K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.32% |
$1.81K - $2.13K
|
2.5K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 10.94% |
$1.58K - $1.87K
|
71
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6+ 0.26% |
$1.36K - $1.6K
|
2.29K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
6+ 0.62% |
$1.36K - $1.6K
|
976
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6+ 15.0% |
$1.36K - $1.6K
|
46
$11.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.51% |
$1.13K - $1.33K
|
336
$82.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.33K
|
1.25K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.44% |
$1.13K - $1.33K
|
1.15K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.42% |
$1.13K - $1.33K
|
1.21K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$904 - $1.07K
|
4
$987
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$904 - $1.07K
|
1.36K
$335K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 9.76% |
$904 - $1.07K
|
45
$11.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.25% |
$678 - $800
|
1.22K
$302K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
3+ 0.2% |
$678 - $800
|
1.48K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.11% |
$452 - $533
|
1.83K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.11% |
$226 - $267
|
877
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.49% |
$226 - $267
|
205
$50.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$226 - $267
|
28K
$6.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$226 - $267
|
917
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.97% |
$226 - $267
|
104
$25.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$226 - $267
|
102
$25.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
919K+ 17795.32% |
$186M - $223M
|
925K
$228M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
590KNew |
$119M - $143M
|
590K
$146M
|
|