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 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-69- 6.45% |
$18K - $19.8K
|
1K
$287K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-582- 10.48% |
$152K - $167K
|
4.97K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.09% |
$262 - $287
|
1.08K
$309K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4+ 0.48% |
$1.05K - $1.15K
|
833
$239K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
708New |
$185K - $203K
|
708
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
151+ 10.78% |
$39.5K - $43.4K
|
1.55K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.2% |
$523 - $575
|
1.02K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
664+ 24.52% |
$174K - $191K
|
3.37K
$969K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
437+ 4.27% |
$114K - $126K
|
10.7K
$3.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
24+ 0.86% |
$6.28K - $6.9K
|
2.83K
$812K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 37.74% |
$52.3K - $57.5K
|
730
$210K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-60- 1.02% |
$15.7K - $17.2K
|
5.82K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.27% |
$1.31K - $1.44K
|
1.86K
$534K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
252+ 5.53% |
$65.9K - $72.4K
|
4.81K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.27% |
$523 - $575
|
744
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
834+ 58.0% |
$218K - $240K
|
2.27K
$653K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
81+ 8.17% |
$21.2K - $23.3K
|
1.07K
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
715New |
$187K - $206K
|
715
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
330+ 28.25% |
$86.3K - $94.8K
|
1.5K
$430K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 1.86% |
$4.71K - $5.17K
|
986
$283K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
749New |
$196K - $215K
|
749
$215K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-105- 13.27% |
$27.5K - $30.2K
|
686
$197K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
660+ 12.94% |
$173K - $190K
|
5.76K
$1.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-55- 1.1% |
$14.4K - $15.8K
|
4.94K
$1.42M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
420+ 43.48% |
$110K - $121K
|
1.39K
$398K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
50New |
$13.1K - $14.4K
|
50
$14.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-31- 1.21% |
$8.11K - $8.91K
|
2.54K
$730K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 4.05% |
$8.63K - $9.48K
|
781
$224K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.23K+ 12.74% |
$322K - $354K
|
10.9K
$3.13M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-260- 97.74% |
$65.2K - $72.7K
|
6
$1.72K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
23+ 0.89% |
$5.76K - $6.43K
|
2.61K
$750K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$501 - $559
|
2
$575
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.35KNew |
$1.59M - $1.77M
|
6.35K
$1.82M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45+ 3.78% |
$11.3K - $12.6K
|
1.24K
$355K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.84% |
$75.2K - $83.8K
|
10.3K
$2.95M
|
|
|
Dec 12, 2025
Q3 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-917- 14.29% |
$230K - $256K
|
5.5K
$1.58M
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.15% |
$2.51K - $2.79K
|
6.61K
$1.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12K+ 8.06% |
$280K - $313K
|
15K
$4.31M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
984+ 11.63% |
$247K - $275K
|
9.45K
$2.71M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-97- 6.96% |
$24.3K - $27.1K
|
1.3K
$372K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
909New |
$228K - $254K
|
909
$261K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
5.78KNew |
$1.45M - $1.62M
|
5.78K
$1.66M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
40New |
$10K - $11.2K
|
40
$11.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-503- 2.7% |
$126K - $141K
|
18.1K
$5.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-91- 28.35% |
$22.8K - $25.4K
|
230
$66.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-30.3K- 49.37% |
$7.6M - $8.48M
|
31.1K
$8.94M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.02K+ 5.56% |
$255K - $284K
|
19.3K
$5.55M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-915- 5.85% |
$229K - $256K
|
14.7K
$4.23M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-20- 2.3% |
$5.01K - $5.59K
|
851
$244K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.41K- 68.0% |
$1.86M - $2.07M
|
3.49K
$1M
|
|