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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-81- 5.44% |
$20.3K - $22.6K
|
1.41K
$405K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.57K- 4.68% |
$393K - $438K
|
31.9K
$9.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15K+ 2.69% |
$3.76M - $4.19M
|
573K
$165M
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$752 - $838
|
1.17K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
238+ 9.63% |
$59.6K - $66.5K
|
2.71K
$779K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
24K+ 35.24% |
$6.02M - $6.71M
|
92.2K
$26.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14- 0.09% |
$3.51K - $3.91K
|
15K
$4.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
511+ 33.93% |
$128K - $143K
|
2.02K
$579K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.43KNew |
$609K - $679K
|
2.43K
$698K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 1.05% |
$7.77K - $8.66K
|
2.97K
$854K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 0.87% |
$4.51K - $5.03K
|
2.08K
$597K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
521+ 2.35% |
$131K - $146K
|
22.7K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4+ 0.33% |
$1K - $1.12K
|
1.23K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5+ 29.41% |
$1.25K - $1.4K
|
22
$6.32K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1New |
$251 - $279
|
1
$287
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12+ 63.16% |
$3.01K - $3.35K
|
31
$8.91K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14.6K- 64.58% |
$3.66M - $4.08M
|
8.01K
$2.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.26K- 0.57% |
$566K - $631K
|
392K
$113M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-372- 6.68% |
$93.2K - $104K
|
5.19K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-57- 3.88% |
$14.3K - $15.9K
|
1.41K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
537+ 0.7% |
$135K - $150K
|
77.3K
$22.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
871K+ 12.67% |
$218M - $243M
|
7.75M
$2.23B
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-39- 7.4% |
$9.77K - $10.9K
|
488
$140K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
466+ 51.84% |
$117K - $130K
|
1.37K
$392K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
546+ 3.09% |
$137K - $153K
|
18.2K
$5.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-52- 0.72% |
$13K - $14.5K
|
7.18K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.1% |
$2.51K - $2.79K
|
10.4K
$2.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-47.4K- 0.21% |
$11.9M - $13.2M
|
22M
$6.32B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
835New |
$209K - $233K
|
835
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.1K+ 47.0% |
$2.03M - $2.26M
|
25.3K
$7.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6- 0.11% |
$1.5K - $1.68K
|
5.26K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
43.7K+ 84.85% |
$11M - $12.2M
|
95.2K
$27.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
SELL
|
- |
-86- 1.3% |
$21.6K - $24K
|
6.55K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
100+ 5.88% |
$25.1K - $27.9K
|
1.8K
$517K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 12.61% |
$3.51K - $3.91K
|
125
$35.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$251 - $279
|
16.6K
$4.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22- 1.67% |
$5.51K - $6.15K
|
1.3K
$373K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
434+ 11.78% |
$109K - $121K
|
4.12K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-895- 1.61% |
$224K - $250K
|
54.6K
$15.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8+ 0.38% |
$2K - $2.24K
|
2.09K
$599K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
306+ 18.99% |
$76.7K - $85.5K
|
1.92K
$551K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 4.39% |
$11.3K - $12.6K
|
1.07K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-196- 2.28% |
$49.1K - $54.8K
|
8.41K
$2.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-100- 5.26% |
$25.1K - $27.9K
|
1.8K
$517K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.39K- 38.25% |
$348K - $388K
|
2.24K
$643K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.17K- 5.51% |
$544K - $607K
|
37.2K
$10.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.2KNew |
$1.3M - $1.45M
|
5.2K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15+ 0.83% |
$3.76K - $4.19K
|
1.82K
$522K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
517+ 16.04% |
$130K - $144K
|
3.74K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$3.76K - $4.19K
|
15
$4.31K
|
|