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
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.25K+ 65.07% |
$563K - $627K
|
5.7K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
215+ 19.2% |
$53.9K - $60.1K
|
1.34K
$384K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-7- 0.43% |
$1.75K - $1.96K
|
1.62K
$465K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
BUY
|
- |
13+ 1.04% |
$3.26K - $3.63K
|
1.26K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
550+ 3.58% |
$138K - $154K
|
15.9K
$4.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.25K+ 2.94% |
$1.06M - $1.19M
|
148K
$42.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-56.6K- 7.02% |
$14.2M - $15.8M
|
750K
$215M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-124- 2.43% |
$31.1K - $34.6K
|
4.99K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
450KNew |
$113M - $126M
|
450K
$129M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 27.51% |
$3.5M - $3.9M
|
64.7K
$18.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.07KNew |
$269K - $300K
|
1.07K
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-17.6K- 6.13% |
$4.41M - $4.92M
|
269K
$77.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-473- 3.75% |
$119K - $132K
|
12.2K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.45% |
$1.25K - $1.4K
|
1.11K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-55- 6.21% |
$13.8K - $15.4K
|
831
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 2.7% |
$6.27K - $6.99K
|
900
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
3.9KNew |
$978K - $1.09M
|
3.9K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-72- 1.65% |
$18K - $20.1K
|
4.29K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 8.2% |
$1.25K - $1.4K
|
66
$19K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.84K- 1.32% |
$711K - $793K
|
213K
$61.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 1.46% |
$10.8K - $12K
|
2.99K
$860K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49+ 0.79% |
$12.3K - $13.7K
|
6.26K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-300- 6.9% |
$75.2K - $83.8K
|
4.05K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
750+ 39.18% |
$188K - $210K
|
2.66K
$765K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 4.03% |
$6.27K - $6.99K
|
596
$171K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-10- 0.31% |
$2.51K - $2.79K
|
3.26K
$937K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
398+ 12.65% |
$99.7K - $111K
|
3.54K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.98K- 13.7% |
$496K - $553K
|
12.5K
$3.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-326- 4.25% |
$81.7K - $91.1K
|
7.34K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
308+ 258.82% |
$77.2K - $86.1K
|
427
$123K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
54New |
$13.5K - $15.1K
|
54
$15.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3- 0.1% |
$752 - $838
|
3.12K
$895K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-102- 0.29% |
$25.6K - $28.5K
|
35.5K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
324+ 1.98% |
$81.2K - $90.5K
|
16.7K
$4.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
955+ 33.03% |
$239K - $267K
|
3.85K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
70+ 4.27% |
$17.5K - $19.6K
|
1.71K
$492K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
331+ 3.62% |
$83K - $92.5K
|
9.48K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-101- 0.13% |
$25.3K - $28.2K
|
76.8K
$22.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 1.5% |
$3.01K - $3.35K
|
814
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.05% |
$501 - $559
|
4.12K
$1.18M
|
|