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 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
19+ 1.68% |
$4.76K - $5.31K
|
1.15K
$331K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-86- 0.75% |
$21.6K - $24K
|
11.3K
$3.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-13- 1.24% |
$3.26K - $3.63K
|
1.04K
$298K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.65% |
$501 - $559
|
308
$88.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35New |
$8.77K - $9.78K
|
35
$10.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$1K - $1.12K
|
1.87K
$536K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
30+ 2.21% |
$7.52K - $8.38K
|
1.39K
$398K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-839- 6.18% |
$210K - $234K
|
12.7K
$3.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.51% |
$1K - $1.12K
|
791
$227K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$251 - $279
|
1.02K
$294K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-526- 15.65% |
$132K - $147K
|
2.84K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-10- 0.73% |
$2.51K - $2.79K
|
1.37K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.22K+ 9.36% |
$2.06M - $2.3M
|
95.9K
$27.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
804New |
$201K - $225K
|
804
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-696- 0.5% |
$174K - $194K
|
140K
$40.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4- 0.08% |
$1K - $1.12K
|
4.8K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.13K- 11.06% |
$282K - $315K
|
9.05K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-88- 1.72% |
$22.1K - $24.6K
|
5.02K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-88- 36.97% |
$22.1K - $24.6K
|
150
$43.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
589+ 27.03% |
$148K - $165K
|
2.77K
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-31- 2.83% |
$7.77K - $8.66K
|
1.06K
$305K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-102- 4.05% |
$25.6K - $28.5K
|
2.42K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
70+ 3.0% |
$17.5K - $19.6K
|
2.4K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.24% |
$3.01K - $3.35K
|
4.94K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-120- 4.82% |
$30.1K - $33.5K
|
2.37K
$681K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
763New |
$191K - $213K
|
763
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-90- 1.58% |
$22.6K - $25.1K
|
5.59K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
943New |
$236K - $264K
|
943
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-253- 3.86% |
$63.4K - $70.7K
|
6.3K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.84K+ 26.4% |
$1.21M - $1.35M
|
23.2K
$6.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-215- 3.23% |
$53.9K - $60.1K
|
6.43K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$25.1K - $27.9K
|
100
$28.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 3.66% |
$752 - $838
|
85
$24.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 11.33% |
$3.45M - $3.84M
|
135K
$38.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-105- 5.94% |
$26.3K - $29.3K
|
1.66K
$478K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.12% |
$1K - $1.12K
|
3.21K
$922K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-282- 0.74% |
$70.7K - $78.8K
|
37.9K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.53K+ 32.37% |
$384K - $428K
|
6.27K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-57- 6.07% |
$14.3K - $15.9K
|
882
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.28K+ 384.19% |
$822K - $917K
|
4.14K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
548New |
$137K - $153K
|
548
$157K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-73- 1.33% |
$18.3K - $20.4K
|
5.41K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4.18KNew |
$1.05M - $1.17M
|
4.18K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-22- 0.71% |
$5.51K - $6.15K
|
3.09K
$888K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
447+ 11.35% |
$112K - $125K
|
4.39K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11New |
$2.76K - $3.07K
|
11
$3.16K
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
29+ 1.27% |
$7.27K - $8.1K
|
2.32K
$665K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-8.69K- 90.15% |
$2.18M - $2.43M
|
950
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
120+ 13.04% |
$30.1K - $33.5K
|
1.04K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.62K+ 75.19% |
$657K - $732K
|
6.11K
$1.75M
|
|