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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
4KNew |
$935K - $1.11M
|
4K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
63+ 1.57% |
$14.7K - $17.4K
|
4.09K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
32+ 3.81% |
$7.48K - $8.84K
|
872
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
428+ 20.41% |
$100K - $118K
|
2.53K
$725K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 20.0% |
$1.4M - $1.66M
|
24K
$6.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-18.8K- 94.76% |
$4.39M - $5.18M
|
1.04K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$9.35K - $11.1K
|
40
$11.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2- 0.25% |
$468 - $553
|
800
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.81KNew |
$1.59M - $1.88M
|
6.81K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-19- 1.87% |
$4.44K - $5.25K
|
998
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-299- 11.47% |
$69.9K - $82.6K
|
2.31K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.12% |
$234 - $276
|
848
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 3.13% |
$11.7K - $13.8K
|
1.55K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-99- 71.74% |
$23.1K - $27.4K
|
39
$11.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
752New |
$176K - $208K
|
752
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.24KNew |
$758K - $896K
|
3.24K
$932K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
70+ 1.37% |
$16.4K - $19.3K
|
5.17K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.82% |
$234 - $276
|
123
$35.3K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-49- 0.87% |
$11.5K - $13.5K
|
5.59K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-32- 1.74% |
$7.48K - $8.84K
|
1.81K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.25% |
$701 - $829
|
1.23K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
41New |
$9.59K - $11.3K
|
41
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-119- 38.39% |
$27.8K - $32.9K
|
191
$54.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
312+ 26.2% |
$73K - $86.2K
|
1.5K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3- 0.25% |
$701 - $829
|
1.22K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.31% |
$234 - $276
|
321
$92.2K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
50+ 38.76% |
$11.7K - $13.8K
|
179
$51.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$2.34K - $2.76K
|
10
$2.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 1.31% |
$3.74K - $4.42K
|
1.23K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
961New |
$225K - $266K
|
961
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 7.93% |
$3.04K - $3.59K
|
151
$43.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-18- 6.62% |
$4.21K - $4.97K
|
254
$73K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
423New |
$98.9K - $117K
|
423
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-74- 4.04% |
$17.3K - $20.4K
|
1.76K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
78+ 2.5% |
$18.2K - $21.6K
|
3.2K
$919K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 1.81% |
$9.59K - $11.3K
|
2.22K
$638K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
55+ 122.22% |
$12.9K - $15.2K
|
100
$28.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 101.18% |
$20.1K - $23.8K
|
171
$49.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
200+ 11.76% |
$46.8K - $55.3K
|
1.9K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.85% |
$935 - $1.11K
|
474
$136K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5- 0.18% |
$1.17K - $1.38K
|
2.85K
$818K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3- 0.09% |
$701 - $829
|
3.36K
$964K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
500+ 33.69% |
$117K - $138K
|
1.98K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2- 0.93% |
$468 - $553
|
212
$60.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-17- 0.69% |
$3.98K - $4.7K
|
2.46K
$706K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
220+ 13.33% |
$51.4K - $60.8K
|
1.87K
$537K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 6.12% |
$46.8K - $55.3K
|
3.07K
$881K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-292- 14.36% |
$68.3K - $80.7K
|
1.74K
$500K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
537+ 35.21% |
$126K - $148K
|
2.06K
$592K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.07KNew |
$251K - $297K
|
1.07K
$309K
|
|