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 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.29K+ 19.89% |
$861K - $946K
|
19.8K
$5.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.64K+ 2.87% |
$429K - $471K
|
58.8K
$16.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
250+ 10.9% |
$65.4K - $71.9K
|
2.54K
$731K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 2.2% |
$523 - $575
|
93
$26.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.34% |
$1.05K - $1.15K
|
1.17K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 0.64% |
$3.92K - $4.31K
|
2.34K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6- 0.78% |
$1.57K - $1.72K
|
761
$219K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
706New |
$185K - $203K
|
706
$203K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.2% |
$523 - $575
|
1K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.17K- 21.96% |
$568K - $624K
|
7.72K
$2.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-98- 1.18% |
$25.6K - $28.2K
|
8.19K
$2.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
118+ 9.25% |
$30.9K - $33.9K
|
1.39K
$400K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-100- 1.67% |
$26.2K - $28.7K
|
5.9K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
828+ 17.6% |
$217K - $238K
|
5.53K
$1.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
748New |
$196K - $215K
|
748
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.94K- 31.98% |
$508K - $558K
|
4.13K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-39- 3.88% |
$10.2K - $11.2K
|
965
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-24- 1.11% |
$6.28K - $6.9K
|
2.13K
$613K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-54- 10.93% |
$14.1K - $15.5K
|
440
$126K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.24% |
$523 - $575
|
838
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
240+ 9.08% |
$62.8K - $69K
|
2.88K
$829K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 1.35% |
$11.8K - $12.9K
|
3.28K
$943K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-139- 7.67% |
$36.4K - $40K
|
1.67K
$481K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
1.08K+ 14.72% |
$281K - $309K
|
8.38K
$2.41M
|
|
|
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
|
|