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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-10- 0.38% |
$2.34K - $2.76K
|
2.61K
$750K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3+ 0.06% |
$701 - $829
|
5.07K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-16.1K- 76.09% |
$3.77M - $4.46M
|
5.07K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-25- 2.79% |
$5.85K - $6.91K
|
871
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-20- 0.72% |
$4.68K - $5.53K
|
2.74K
$788K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-25- 0.41% |
$5.85K - $6.91K
|
6.11K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
181+ 2.11% |
$42.3K - $50K
|
8.77K
$2.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.06KNew |
$248K - $293K
|
1.06K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 26.83% |
$12.9K - $15.2K
|
150
$43.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
37+ 57.81% |
$8.65K - $10.2K
|
101
$29K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-303- 19.96% |
$70.9K - $83.7K
|
1.22K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-80- 3.52% |
$18.7K - $22.1K
|
2.19K
$630K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
81New |
$18.9K - $22.4K
|
81
$23.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-571- 0.18% |
$134K - $158K
|
314K
$90.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$468 - $553
|
2
$575
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7+ 0.58% |
$1.64K - $1.93K
|
1.21K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
32+ 13.97% |
$7.48K - $8.84K
|
261
$75K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4- 0.36% |
$935 - $1.11K
|
1.1K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
33+ 4.0% |
$7.72K - $9.12K
|
859
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
420New |
$98.2K - $116K
|
420
$121K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
46+ 1.38% |
$10.8K - $12.7K
|
3.39K
$973K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 7.69% |
$234 - $276
|
14
$4.02K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
130New |
$30.4K - $35.9K
|
130
$37.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 1.71% |
$16.1K - $19.1K
|
4.1K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.03% |
$234 - $276
|
3.99K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46+ 2.21% |
$10.8K - $12.7K
|
2.12K
$610K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.16KNew |
$270K - $319K
|
1.16K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
76+ 37.62% |
$17.8K - $21K
|
278
$79.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-73- 1.68% |
$17.1K - $20.2K
|
4.29K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 3.87% |
$23.4K - $27.6K
|
2.49K
$714K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-960- 26.53% |
$224K - $265K
|
2.66K
$764K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
10+ 0.23% |
$2.34K - $2.76K
|
4.39K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
829New |
$194K - $229K
|
829
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
755New |
$177K - $209K
|
755
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
622+ 11.72% |
$145K - $172K
|
5.93K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.55% |
$234 - $276
|
183
$52.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-9- 50.0% |
$2.1K - $2.49K
|
9
$2.59K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.76K- 1.62% |
$412K - $487K
|
107K
$30.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.17K - $1.38K
|
5
$1.44K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-672- 4.54% |
$157K - $186K
|
14.1K
$4.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
26New |
$6.08K - $7.18K
|
26
$7.47K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.29% |
$935 - $1.11K
|
1.39K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-109- 6.15% |
$25.5K - $30.1K
|
1.66K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-26- 0.95% |
$6.08K - $7.18K
|
2.72K
$780K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
17+ 0.73% |
$3.98K - $4.7K
|
2.33K
$670K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
993New |
$232K - $274K
|
993
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.02% |
$701 - $829
|
16.1K
$4.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
52New |
$12.2K - $14.4K
|
52
$14.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 28.57% |
$468 - $553
|
5
$1.44K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-114- 2.7% |
$26.7K - $31.5K
|
4.11K
$1.18M
|
|