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 |
---|---|---|---|---|---|---|---|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-25- 2.77% |
$5.81K - $6.63K
|
879
$232K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 8.6% |
$23.2K - $26.5K
|
1.26K
$334K
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
8.28KNew |
$1.87M - $2.21M
|
8.28K
$2.19M
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.07KNew |
$241K - $284K
|
1.07K
$282K
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.2KNew |
$272K - $321K
|
1.2K
$318K
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-55- 1.03% |
$12.4K - $14.7K
|
5.28K
$1.4M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20New |
$4.52K - $5.33K
|
20
$5.29K
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
9.66KNew |
$2.18M - $2.57M
|
9.66K
$2.55M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.3K+ 21.58% |
$6.39M - $7.54M
|
159K
$42.2M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-109- 4.28% |
$24.6K - $29.1K
|
2.44K
$645K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
137New |
$31K - $36.5K
|
137
$36.2K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 8.56% |
$18.5K - $21.9K
|
876
$232K
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.68K+ 151.81% |
$1.96M - $2.32M
|
14.4K
$3.81M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
387+ 13.39% |
$87.5K - $103K
|
3.28K
$867K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
276KNew |
$62.4M - $73.6M
|
276K
$73M
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.74KNew |
$392K - $463K
|
1.74K
$459K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
203New |
$45.9K - $54.1K
|
203
$53.7K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$678 - $800
|
3
$793
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1K- 20.08% |
$226K - $267K
|
3.99K
$1.05M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3- 0.15% |
$678 - $800
|
2.02K
$535K
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-246K- 99.58% |
$55.5M - $65.5M
|
1.02K
$271K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
336+ 25.11% |
$75.9K - $89.6K
|
1.67K
$443K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
106New |
$24K - $28.3K
|
106
$28K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-112- 3.99% |
$25.3K - $29.9K
|
2.69K
$712K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
761New |
$172K - $203K
|
761
$201K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
110New |
$24.9K - $29.3K
|
110
$29.1K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
451+ 9.39% |
$102K - $120K
|
5.25K
$1.39M
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
850New |
$192K - $227K
|
850
$225K
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-3.55K- 7.54% |
$801K - $945K
|
43.4K
$11.5M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-349- 10.81% |
$78.9K - $93.1K
|
2.88K
$761K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
49+ 0.82% |
$11.1K - $13.1K
|
6.04K
$1.6M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
165New |
$37.3K - $44K
|
165
$43.6K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
39+ 4.53% |
$8.81K - $10.4K
|
900
$238K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.92K+ 78.85% |
$433K - $511K
|
4.35K
$1.15M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-89- 6.95% |
$20.1K - $23.7K
|
1.19K
$315K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.19KNew |
$270K - $318K
|
1.19K
$316K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-185- 15.07% |
$41.8K - $49.3K
|
1.04K
$276K
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 5.9% |
$45.2K - $53.3K
|
3.19K
$843K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.09K- 6.12% |
$1.6M - $1.89M
|
109K
$28.8M
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.01KNew |
$455K - $537K
|
2.01K
$532K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-101K- 28.18% |
$22.8M - $26.9M
|
257K
$68.1M
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
80.9K+ 662.61% |
$18.3M - $21.6M
|
93.2K
$24.6M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-95.8K- 89.62% |
$21.6M - $25.5M
|
11.1K
$2.94M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-448K- 28.16% |
$101M - $119M
|
1.14M
$302M
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
19.3K+ 48.68% |
$4.36M - $5.14M
|
58.9K
$15.6M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.1K- 4.24% |
$12.2M - $14.4M
|
1.22M
$323M
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-357- 11.06% |
$80.7K - $95.2K
|
2.87K
$759K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
588K+ 430.6% |
$133M - $157M
|
725K
$192M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
200New |
$45.2K - $53.3K
|
200
$52.9K
|