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 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1- 0.01% |
$262 - $287
|
11.9K
$3.42M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 1.82% |
$785 - $862
|
162
$46.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-282K- 83.29% |
$73.7M - $81M
|
56.5K
$16.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
172K+ 39393.35% |
$44.9M - $49.4M
|
172K
$49.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
425+ 25.27% |
$111K - $122K
|
2.11K
$605K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-15- 1.14% |
$3.92K - $4.31K
|
1.3K
$373K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-127K- 33.53% |
$33.3M - $36.6M
|
252K
$72.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.42K- 10.79% |
$372K - $409K
|
11.8K
$3.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
700New |
$183K - $201K
|
700
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
5+ 0.42% |
$1.31K - $1.44K
|
1.2K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 1.31% |
$10.7K - $11.8K
|
3.17K
$910K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
156+ 6.49% |
$40.8K - $44.8K
|
2.56K
$735K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.5K+ 12.53% |
$6.41M - $7.04M
|
220K
$63.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
102+ 3.65% |
$26.7K - $29.3K
|
2.89K
$831K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-16- 19.28% |
$4.19K - $4.6K
|
67
$19.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
293+ 10.75% |
$76.6K - $84.2K
|
3.02K
$867K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-550- 8.37% |
$144K - $158K
|
6.03K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-215- 8.74% |
$56.2K - $61.8K
|
2.25K
$645K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 10.93% |
$15.4K - $17K
|
599
$172K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-18- 4.35% |
$4.71K - $5.17K
|
396
$114K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-20- 0.37% |
$5.23K - $5.75K
|
5.41K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-23- 0.35% |
$6.02K - $6.61K
|
6.53K
$1.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-215- 1.82% |
$56.2K - $61.8K
|
11.6K
$3.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-329- 10.63% |
$86.1K - $94.6K
|
2.77K
$794K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
49+ 8.55% |
$12.8K - $14.1K
|
622
$179K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-70- 2.52% |
$18.3K - $20.1K
|
2.71K
$779K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-69- 6.45% |
$18K - $19.8K
|
1K
$287K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-582- 10.48% |
$152K - $167K
|
4.97K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.09% |
$262 - $287
|
1.08K
$309K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4+ 0.48% |
$1.05K - $1.15K
|
833
$239K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
708New |
$185K - $203K
|
708
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
151+ 10.78% |
$39.5K - $43.4K
|
1.55K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.2% |
$523 - $575
|
1.02K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
664+ 24.52% |
$174K - $191K
|
3.37K
$969K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
437+ 4.27% |
$114K - $126K
|
10.7K
$3.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
24+ 0.86% |
$6.28K - $6.9K
|
2.83K
$812K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 37.74% |
$52.3K - $57.5K
|
730
$210K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-60- 1.02% |
$15.7K - $17.2K
|
5.82K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.27% |
$1.31K - $1.44K
|
1.86K
$534K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
252+ 5.53% |
$65.9K - $72.4K
|
4.81K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.27% |
$523 - $575
|
744
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
834+ 58.0% |
$218K - $240K
|
2.27K
$653K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
81+ 8.17% |
$21.2K - $23.3K
|
1.07K
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
715New |
$187K - $206K
|
715
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
330+ 28.25% |
$86.3K - $94.8K
|
1.5K
$430K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 1.86% |
$4.71K - $5.17K
|
986
$283K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
749New |
$196K - $215K
|
749
$215K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-105- 13.27% |
$27.5K - $30.2K
|
686
$197K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
660+ 12.94% |
$173K - $190K
|
5.76K
$1.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-55- 1.1% |
$14.4K - $15.8K
|
4.94K
$1.42M
|
|