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 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.25K- 8.5% |
$2.07M - $2.31M
|
88.8K
$25.5M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
65+ 13.8% |
$16.3K - $18.2K
|
536
$154K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
56+ 0.46% |
$14K - $15.6K
|
12.2K
$3.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
29.9K+ 4.04% |
$7.49M - $8.35M
|
769K
$221M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90+ 31.03% |
$22.6K - $25.1K
|
380
$109K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2- 0.22% |
$501 - $559
|
910
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
138+ 15.79% |
$34.6K - $38.6K
|
1.01K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21+ 2.06% |
$5.26K - $5.87K
|
1.04K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
823New |
$206K - $230K
|
823
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-788- 14.23% |
$197K - $220K
|
4.75K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31+ 0.31% |
$7.77K - $8.66K
|
10K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
326+ 2.86% |
$81.7K - $91.1K
|
11.7K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4+ 0.48% |
$1K - $1.12K
|
834
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.4% |
$501 - $559
|
145
$41.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.67% |
$50.1K - $55.9K
|
11.8K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.56K- 14.92% |
$390K - $435K
|
8.86K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-26- 1.99% |
$6.52K - $7.27K
|
1.28K
$368K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
181+ 0.98% |
$45.4K - $50.6K
|
18.7K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-339- 6.72% |
$85K - $94.7K
|
4.71K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-118- 59.0% |
$29.6K - $33K
|
82
$23.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.66K+ 7.44% |
$1.92M - $2.14M
|
111K
$31.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 100.0% |
$1K - $1.12K
|
8
$2.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-427- 2.02% |
$107K - $119K
|
20.7K
$5.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
123+ 13.02% |
$30.8K - $34.4K
|
1.07K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-284- 19.89% |
$71.2K - $79.4K
|
1.14K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
100+ 5.75% |
$25.1K - $27.9K
|
1.84K
$528K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-259- 0.22% |
$64.9K - $72.4K
|
118K
$34M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.57% |
$1.25K - $1.4K
|
884
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.5K- 67.5% |
$4.38M - $4.88M
|
8.42K
$2.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-109- 1.3% |
$27.3K - $30.5K
|
8.27K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 65.28% |
$11.8K - $13.1K
|
119
$34.2K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.56K+ 29.12% |
$1.14M - $1.27M
|
20.2K
$5.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.25% |
$752 - $838
|
1.19K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
952New |
$239K - $266K
|
952
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-754- 7.09% |
$189K - $211K
|
9.88K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-147- 14.36% |
$36.8K - $41.1K
|
877
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-9- 0.46% |
$2.26K - $2.51K
|
1.96K
$564K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
179+ 2.67% |
$44.9K - $50K
|
6.88K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
780New |
$195K - $218K
|
780
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 3.06% |
$6.27K - $6.99K
|
792
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
185+ 9.11% |
$46.4K - $51.7K
|
2.22K
$636K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
138+ 181.58% |
$34.6K - $38.6K
|
214
$61.5K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-300- 68.49% |
$75.2K - $83.8K
|
138
$39.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2+ 5.88% |
$501 - $559
|
36
$10.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
30+ 1.28% |
$7.52K - $8.38K
|
2.38K
$684K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-216- 10.92% |
$54.1K - $60.4K
|
1.76K
$506K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
31New |
$7.77K - $8.66K
|
31
$8.91K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
52+ 0.16% |
$13K - $14.5K
|
32.3K
$9.28M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 0.62% |
$4.01K - $4.47K
|
2.55K
$732K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-220- 2.48% |
$55.1K - $61.5K
|
8.64K
$2.48M
|
|