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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-16- 1.99% |
$3.72K - $4.24K
|
790
$227K
|
|
|
May 05, 2025
Q1 2025
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-54K- 51.92% |
$12.6M - $14.3M
|
50K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
53New |
$12.3K - $14.1K
|
53
$15.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 3.32% |
$32.8K - $37.4K
|
4.39K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 17.09% |
$6.28K - $7.16K
|
185
$53.1K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21New |
$4.88K - $5.57K
|
21
$6.03K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$697 - $795
|
3
$862
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.15KNew |
$266K - $304K
|
1.15K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.36K+ 425.0% |
$316K - $361K
|
1.68K
$483K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.11% |
$232 - $265
|
878
$252K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
121+ 6.31% |
$28.1K - $32.1K
|
2.04K
$585K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58New |
$13.5K - $15.4K
|
58
$16.7K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.76KNew |
$410K - $468K
|
1.76K
$507K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
791New |
$184K - $210K
|
791
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-245- 8.82% |
$56.9K - $65K
|
2.53K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.61KNew |
$840K - $958K
|
3.61K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 0.49% |
$232 - $265
|
202
$58K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-150- 3.33% |
$34.9K - $39.8K
|
4.36K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-10- 0.68% |
$2.32K - $2.65K
|
1.46K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-81- 26.91% |
$18.8K - $21.5K
|
220
$63.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-235- 3.98% |
$54.6K - $62.3K
|
5.67K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-4.96K- 5.18% |
$1.15M - $1.31M
|
90.8K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
155+ 15.26% |
$36K - $41.1K
|
1.17K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.22KNew |
$283K - $323K
|
1.22K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 2.15% |
$5.81K - $6.63K
|
1.14K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5Closed |
$1.16K - $1.33K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.3% |
$465 - $530
|
672
$193K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
10+ 0.61% |
$2.32K - $2.65K
|
1.65K
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
523New |
$122K - $139K
|
523
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.15KNew |
$266K - $304K
|
1.15K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
190+ 0.96% |
$44.2K - $50.4K
|
20K
$5.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
17.5KNew |
$4.06M - $4.63M
|
17.5K
$5.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
775New |
$180K - $205K
|
775
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-7.07K- 59.47% |
$1.64M - $1.87M
|
4.82K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-6- 0.61% |
$1.39K - $1.59K
|
970
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$3.49K - $3.98K
|
15
$4.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 32.5% |
$12.1K - $13.8K
|
212
$60.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-12- 7.45% |
$2.79K - $3.18K
|
149
$42.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$465 - $530
|
1.12K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
905New |
$210K - $240K
|
905
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-216- 67.5% |
$50.2K - $57.3K
|
104
$29.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4New |
$930 - $1.06K
|
4
$1.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
930New |
$216K - $247K
|
930
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50+ 13.44% |
$11.6K - $13.3K
|
422
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
43New |
$9.99K - $11.4K
|
43
$12.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
925New |
$215K - $245K
|
925
$266K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.23K- 92.5% |
$287K - $327K
|
100
$28.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 50.0% |
$5.81K - $6.63K
|
75
$21.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
825New |
$192K - $219K
|
825
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-25- 1.84% |
$5.81K - $6.63K
|
1.34K
$384K
|
|