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 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$439K - $489K
|
1.75K
$503K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$752 - $838
|
2K
$576K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-46- 4.36% |
$11.5K - $12.9K
|
1.01K
$290K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-53- 3.31% |
$13.3K - $14.8K
|
1.55K
$445K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-57- 0.84% |
$14.3K - $15.9K
|
6.74K
$1.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
41+ 0.42% |
$10.3K - $11.5K
|
9.74K
$2.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.07% |
$1.25K - $1.4K
|
7.4K
$2.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-58- 7.7% |
$14.5K - $16.2K
|
695
$200K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15- 1.12% |
$3.76K - $4.19K
|
1.32K
$380K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10New |
$2.51K - $2.79K
|
10
$2.87K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
382+ 4.72% |
$95.7K - $107K
|
8.48K
$2.43M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
333+ 29.81% |
$83.5K - $93.1K
|
1.45K
$417K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-71- 2.61% |
$17.8K - $19.8K
|
2.65K
$761K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.22K- 2.99% |
$306K - $341K
|
39.6K
$11.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 28.57% |
$501 - $559
|
9
$2.59K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
59.8K+ 49.23% |
$14M - $16.5M
|
181K
$52.1M
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
778New |
$182K - $215K
|
778
$224K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 14.6% |
$23.9M - $28.3M
|
803K
$231M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.5K- 28.0% |
$350K - $414K
|
3.85K
$1.11M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500+ 2.43% |
$117K - $138K
|
21.1K
$6.05M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.73K- 35.42% |
$2.04M - $2.41M
|
15.9K
$4.57M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.44KNew |
$337K - $398K
|
1.44K
$414K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-41- 2.1% |
$9.59K - $11.3K
|
1.91K
$548K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4New |
$935 - $1.11K
|
4
$1.15K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-915- 90.15% |
$214K - $253K
|
100
$28.7K
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
4.94KNew |
$1.15M - $1.36M
|
4.94K
$1.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$23.4K - $27.6K
|
100
$28.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-50- 4.08% |
$11.7K - $13.8K
|
1.18K
$338K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-40- 4.57% |
$9.35K - $11.1K
|
836
$240K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-26- 3.15% |
$6.08K - $7.18K
|
800
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.43KNew |
$334K - $395K
|
1.43K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
49New |
$11.5K - $13.5K
|
49
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-41K- 34.4% |
$9.58M - $11.3M
|
78.2K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-215- 14.55% |
$50.3K - $59.4K
|
1.26K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.8K- 77.97% |
$655K - $774K
|
791
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
296+ 7.62% |
$69.2K - $81.8K
|
4.18K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
8+ 5.33% |
$1.87K - $2.21K
|
158
$45.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-88.1K- 85.03% |
$20.6M - $24.3M
|
15.5K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
91+ 1820.0% |
$21.3K - $25.1K
|
96
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
5.88KNew |
$1.38M - $1.63M
|
5.88K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
8.31K+ 70.8% |
$1.94M - $2.3M
|
20K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6New |
$1.4K - $1.66K
|
6
$1.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
2.76KNew |
$645K - $762K
|
2.76K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-2.91K- 56.92% |
$679K - $803K
|
2.2K
$632K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5+ 0.06% |
$1.17K - $1.38K
|
7.72K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
55+ 3.03% |
$12.9K - $15.2K
|
1.87K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
857+ 1.21% |
$200K - $237K
|
71.5K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-67.9K- 72.73% |
$15.9M - $18.8M
|
25.5K
$7.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
CALL |
4KNew |
$935K - $1.11M
|
4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.9KNew |
$445K - $526K
|
1.9K
$547K
|
|