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 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
217+ 26.96% |
$54.4K - $60.6K
|
1.02K
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
687+ 2.98% |
$172K - $192K
|
23.8K
$6.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.99% |
$10K - $11.2K
|
4.09K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20+ 2.23% |
$5.01K - $5.59K
|
916
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-5- 0.36% |
$1.25K - $1.4K
|
1.39K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-38- 2.36% |
$9.52K - $10.6K
|
1.57K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
73+ 2.11% |
$18.3K - $20.4K
|
3.54K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-5- 0.14% |
$1.25K - $1.4K
|
3.5K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
13+ 28.26% |
$3.26K - $3.63K
|
59
$17K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
162+ 3.76% |
$40.6K - $45.3K
|
4.47K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
326+ 4.3% |
$81.7K - $91.1K
|
7.9K
$2.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
323+ 4.64% |
$81K - $90.3K
|
7.28K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
BUY
|
- |
700New |
$175K - $196K
|
700
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$252K - $281K
|
1.01K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-38- 1.57% |
$9.52K - $10.6K
|
2.38K
$685K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
27.2KNew |
$6.82M - $7.6M
|
27.2K
$7.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
294+ 20.19% |
$73.7K - $82.2K
|
1.75K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
637+ 84.37% |
$160K - $178K
|
1.39K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-136- 1.63% |
$34.1K - $38K
|
8.2K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-251- 10.86% |
$62.9K - $70.1K
|
2.06K
$592K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
51.2K+ 1304.56% |
$12.8M - $14.3M
|
55.2K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.3K- 7.14% |
$576K - $643K
|
29.9K
$8.59M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-39- 3.57% |
$9.77K - $10.9K
|
1.05K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-619- 3.33% |
$155K - $173K
|
18K
$5.17M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$1K - $1.12K
|
5.58K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-278- 2.78% |
$69.7K - $77.7K
|
9.72K
$2.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
102+ 2.49% |
$25.6K - $28.5K
|
4.2K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-19- 1.63% |
$4.76K - $5.31K
|
1.15K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-15- 1.31% |
$3.76K - $4.19K
|
1.13K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
367New |
$92K - $103K
|
367
$105K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
149+ 196.05% |
$37.3K - $41.6K
|
225
$64.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
339+ 15.59% |
$85K - $94.7K
|
2.51K
$722K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.36K+ 10.05% |
$341K - $380K
|
14.9K
$4.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
834New |
$209K - $233K
|
834
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-295- 2.71% |
$73.9K - $82.4K
|
10.6K
$3.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 8.08% |
$751K - $838K
|
40.1K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.26% |
$501 - $559
|
754
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
750New |
$188K - $210K
|
750
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-133- 13.57% |
$33.3K - $37.2K
|
847
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.12% |
$251 - $279
|
831
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-321- 5.88% |
$80.4K - $89.7K
|
5.14K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
28+ 2.99% |
$7.02K - $7.82K
|
966
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-651- 1.41% |
$163K - $182K
|
45.5K
$13.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-695- 29.52% |
$174K - $194K
|
1.66K
$477K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2+ 0.04% |
$501 - $559
|
5.29K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 2.84% |
$1K - $1.12K
|
145
$41.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
175+ 8.12% |
$43.9K - $48.9K
|
2.33K
$670K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-365- 6.94% |
$91.5K - $102K
|
4.9K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-434- 9.4% |
$109K - $121K
|
4.18K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-80- 3.53% |
$20K - $22.4K
|
2.19K
$628K
|
|