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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-8- 0.24% |
$2.09K - $2.3K
|
3.37K
$967K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
252+ 0.93% |
$65.9K - $72.4K
|
27.5K
$7.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.09% |
$262 - $287
|
1.09K
$312K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-295- 10.1% |
$77.2K - $84.8K
|
2.63K
$754K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55+ 18.27% |
$14.4K - $15.8K
|
356
$102K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-2- 0.01% |
$523 - $575
|
16.1K
$4.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
154+ 3.84% |
$40.3K - $44.3K
|
4.16K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
701New |
$183K - $201K
|
701
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 0.86% |
$11K - $12.1K
|
4.94K
$1.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
282+ 5.2% |
$73.8K - $81.1K
|
5.71K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5- 0.66% |
$1.31K - $1.44K
|
749
$215K
|
|
|
Jan 16, 2026
Q4 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.12% |
$6.54K - $7.19K
|
20.3K
$5.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-13- 1.42% |
$3.4K - $3.74K
|
903
$259K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
123+ 10.2% |
$32.2K - $35.4K
|
1.33K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.14K+ 2.49% |
$559K - $614K
|
87.9K
$25.2M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
972New |
$254K - $279K
|
972
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-569- 1.18% |
$149K - $164K
|
47.5K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
20+ 0.83% |
$5.23K - $5.75K
|
2.42K
$695K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
15+ 1.13% |
$3.92K - $4.31K
|
1.34K
$385K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
4.19KNew |
$1.1M - $1.2M
|
4.19K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
310+ 12.83% |
$81.1K - $89.1K
|
2.73K
$783K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$4.19K - $4.6K
|
16
$4.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
250+ 2.57% |
$65.4K - $71.9K
|
9.97K
$2.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
28+ 19.44% |
$7.32K - $8.05K
|
172
$49.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-185- 1.0% |
$48.4K - $53.2K
|
18.2K
$5.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1- 0.07% |
$262 - $287
|
1.39K
$399K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-906- 51.33% |
$237K - $260K
|
859
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1+ 0.05% |
$262 - $287
|
2.06K
$592K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-96- 2.35% |
$25.1K - $27.6K
|
4K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4+ 0.36% |
$1.05K - $1.15K
|
1.11K
$319K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 2.03% |
$462K - $507K
|
88.5K
$25.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.21% |
$785 - $862
|
1.41K
$405K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.98KNew |
$517K - $569K
|
1.98K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 2.76% |
$1.05K - $1.15K
|
141
$40.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 33.9% |
$5.23K - $5.75K
|
79
$22.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
868New |
$227K - $249K
|
868
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
SELL
|
- |
-16- 1.86% |
$4.19K - $4.6K
|
842
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
28New |
$7.32K - $8.05K
|
28
$8.04K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
174+ 1.79% |
$45.5K - $50K
|
9.91K
$2.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-11- 0.36% |
$2.88K - $3.16K
|
3.03K
$871K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-51- 5.6% |
$13.3K - $14.7K
|
860
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9- 0.89% |
$2.35K - $2.59K
|
1K
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-121- 10.51% |
$31.6K - $34.8K
|
1.03K
$296K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-776- 12.92% |
$203K - $223K
|
5.23K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
99+ 1.91% |
$25.9K - $28.5K
|
5.29K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$523 - $575
|
10.4K
$2.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4+ 0.37% |
$1.05K - $1.15K
|
1.08K
$310K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
160+ 12.33% |
$41.9K - $46K
|
1.46K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
955+ 23.1% |
$250K - $274K
|
5.09K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.12% |
$1.05K - $1.15K
|
3.21K
$923K
|
|