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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.17% |
$1.25K - $1.4K
|
2.9K
$833K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
21New |
$5.26K - $5.87K
|
21
$6.03K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
47+ 0.93% |
$11.8K - $13.1K
|
5.11K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-451- 3.05% |
$113K - $126K
|
14.3K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-362- 15.91% |
$90.7K - $101K
|
1.91K
$550K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.95K+ 6.27% |
$2.49M - $2.78M
|
169K
$48.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9+ 0.83% |
$2.26K - $2.51K
|
1.09K
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 0.2% |
$10K - $11.2K
|
20.3K
$5.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 22.22% |
$501 - $559
|
7
$2.01K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.2K- 1.34% |
$301K - $335K
|
88.4K
$25.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
50+ 28.57% |
$12.5K - $14K
|
225
$64.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
945+ 2.51% |
$237K - $264K
|
38.5K
$11.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
666+ 24.06% |
$167K - $186K
|
3.43K
$987K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
18+ 1.35% |
$4.51K - $5.03K
|
1.35K
$388K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-240- 0.57% |
$60.1K - $67.1K
|
42.2K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
140+ 8.32% |
$35.1K - $39.1K
|
1.82K
$523K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1- 0.01% |
$251 - $279
|
11.1K
$3.2M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
339+ 3.87% |
$85K - $94.7K
|
9.09K
$2.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-35- 4.59% |
$8.77K - $9.78K
|
727
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
174+ 9.83% |
$43.6K - $48.6K
|
1.94K
$558K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-61.4K- 54.11% |
$15.4M - $17.2M
|
52.1K
$15M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-113- 6.97% |
$28.3K - $31.6K
|
1.51K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.3KNew |
$6.35M - $7.08M
|
25.3K
$7.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
165+ 1.5% |
$41.4K - $46.1K
|
11.2K
$3.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-139- 8.38% |
$34.8K - $38.8K
|
1.52K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
126+ 5.97% |
$31.6K - $35.2K
|
2.24K
$643K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-109- 0.3% |
$27.3K - $30.5K
|
36.8K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.49% |
$1.25K - $1.4K
|
341
$98K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
261+ 33.46% |
$65.4K - $72.9K
|
1.04K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
55+ 3.46% |
$13.8K - $15.4K
|
1.65K
$473K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.32K- 0.59% |
$1.33M - $1.49M
|
898K
$258M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
299+ 2.87% |
$74.9K - $83.5K
|
10.7K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25+ 0.37% |
$6.27K - $6.99K
|
6.8K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-13- 1.24% |
$3.26K - $3.63K
|
1.04K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2New |
$501 - $559
|
2
$575
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.69K- 1.84% |
$924K - $1.03M
|
197K
$56.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
18+ 0.92% |
$4.51K - $5.03K
|
1.98K
$568K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
59+ 5.22% |
$14.8K - $16.5K
|
1.19K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 3.92% |
$2K - $2.24K
|
212
$60.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 2.99% |
$18.3K - $20.4K
|
2.51K
$722K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
6.41K+ 32.33% |
$1.61M - $1.79M
|
26.2K
$7.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-71- 1.09% |
$17.8K - $19.8K
|
6.46K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
66+ 5.07% |
$16.5K - $18.4K
|
1.37K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
881New |
$221K - $246K
|
881
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-333- 24.38% |
$83.5K - $93.1K
|
1.03K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19- 1.34% |
$4.76K - $5.31K
|
1.4K
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.19KNew |
$299K - $333K
|
1.19K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.38K- 56.69% |
$346K - $386K
|
1.06K
$303K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-1.04K- 4.1% |
$261K - $291K
|
24.4K
$7M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
188+ 7.07% |
$47.1K - $52.5K
|
2.85K
$818K
|
|