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 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17+ 1.8% |
$4.26K - $4.75K
|
959
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-50- 5.06% |
$12.5K - $14K
|
939
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-627- 50.56% |
$157K - $175K
|
613
$176K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.86K- 2.15% |
$1.47M - $1.64M
|
267K
$76.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
9New |
$2.26K - $2.51K
|
9
$2.59K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
SELL
|
- |
-151- 0.85% |
$37.8K - $42.2K
|
17.5K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Palmer Knight CO
|
SELL
|
- |
-813- 2.9% |
$204K - $227K
|
27.2K
$7.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.61K+ 23.4% |
$402K - $449K
|
8.47K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10+ 0.72% |
$2.51K - $2.79K
|
1.4K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
174+ 9.13% |
$43.6K - $48.6K
|
2.08K
$598K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
9+ 9.0% |
$2.26K - $2.51K
|
109
$31.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
530+ 11.39% |
$133K - $148K
|
5.18K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 2.58% |
$15K - $16.8K
|
2.27K
$652K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
603+ 18.86% |
$151K - $168K
|
3.8K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
969+ 8.82% |
$243K - $271K
|
12K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18+ 0.17% |
$4.51K - $5.03K
|
10.7K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.51% |
$251 - $279
|
196
$56.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-21- 1.91% |
$5.26K - $5.87K
|
1.08K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
486+ 11.79% |
$122K - $136K
|
4.61K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
16New |
$4.01K - $4.47K
|
16
$4.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.16% |
$501 - $559
|
1.29K
$370K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
101K+ 25.38% |
$25.3M - $28.2M
|
499K
$143M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-2K- 15.04% |
$501K - $559K
|
11.3K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-818- 15.49% |
$205K - $229K
|
4.46K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
22+ 1.14% |
$5.51K - $6.15K
|
1.95K
$561K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 40.94% |
$17.5K - $19.6K
|
241
$69.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-138- 87.9% |
$34.6K - $38.6K
|
19
$5.46K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-463- 3.38% |
$116K - $129K
|
13.3K
$3.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
54New |
$13.5K - $15.1K
|
54
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.12% |
$251 - $279
|
869
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
297+ 1.51% |
$74.4K - $83K
|
20K
$5.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
65+ 29.95% |
$16.3K - $18.2K
|
282
$81K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
2+ 0.1% |
$501 - $559
|
1.93K
$555K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
744+ 1.46% |
$186K - $208K
|
51.9K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
28.5KNew |
$7.14M - $7.96M
|
28.5K
$8.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
26+ 1.45% |
$6.52K - $7.27K
|
1.82K
$524K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.05% |
$752 - $838
|
6.08K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
64+ 0.41% |
$16K - $17.9K
|
15.5K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.54K- 11.28% |
$886K - $988K
|
27.8K
$7.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.93K- 8.64% |
$734K - $818K
|
31K
$8.9M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-219- 1.97% |
$54.9K - $61.2K
|
10.9K
$3.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$251 - $279
|
1.24K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-86.9K- 12.32% |
$21.8M - $24.3M
|
619K
$178M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-31- 3.84% |
$7.77K - $8.66K
|
776
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-11.2K- 2.94% |
$2.82M - $3.14M
|
371K
$107M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-193- 6.19% |
$48.4K - $53.9K
|
2.92K
$840K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-265- 15.5% |
$66.4K - $74K
|
1.45K
$415K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
422+ 128.27% |
$106K - $118K
|
751
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
203+ 14.13% |
$50.9K - $56.7K
|
1.64K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-628- 7.56% |
$157K - $175K
|
7.68K
$2.21M
|
|