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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
446+ 6.04% |
$112K - $125K
|
7.82K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
810New |
$203K - $226K
|
810
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-250- 18.64% |
$62.7K - $69.9K
|
1.09K
$313K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
484+ 43.84% |
$121K - $135K
|
1.59K
$456K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.95K+ 23.28% |
$738K - $823K
|
15.6K
$4.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.29K+ 2.74% |
$323K - $360K
|
48.3K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-3K- 32.61% |
$752K - $838K
|
6.2K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-21- 0.32% |
$5.26K - $5.87K
|
6.63K
$1.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5+ 0.59% |
$1.25K - $1.4K
|
856
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-145- 2.55% |
$36.3K - $40.5K
|
5.54K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
116K+ 41.42% |
$29.1M - $32.5M
|
397K
$114M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-17.2K- 59.68% |
$4.31M - $4.81M
|
11.6K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-184- 2.97% |
$46.1K - $51.4K
|
6.01K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-22- 0.6% |
$5.51K - $6.15K
|
3.67K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
141+ 6.76% |
$35.3K - $39.4K
|
2.23K
$640K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-91- 6.37% |
$22.8K - $25.4K
|
1.34K
$384K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-66- 0.99% |
$16.5K - $18.4K
|
6.63K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.06% |
$251 - $279
|
1.74K
$499K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-5- 55.56% |
$1.25K - $1.4K
|
4
$1.15K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
86+ 0.55% |
$21.6K - $24K
|
15.7K
$4.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.58K+ 12.58% |
$646K - $720K
|
23.1K
$6.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$251 - $279
|
1.2K
$345K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 47.14% |
$593K - $662K
|
7.39K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-121- 1.49% |
$30.3K - $33.8K
|
7.99K
$2.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-74- 5.46% |
$18.5K - $20.7K
|
1.28K
$368K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-186- 9.53% |
$46.6K - $52K
|
1.77K
$507K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-1.43K- 1.59% |
$358K - $400K
|
88.7K
$25.5M
|
|