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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.13% |
$1.36K - $1.6K
|
4.8K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
4.2KNew |
$949K - $1.12M
|
4.2K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 33.33% |
$678 - $800
|
6
$1.72K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
56New |
$12.7K - $14.9K
|
56
$16.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.5K- 45.45% |
$791K - $933K
|
4.2K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
26New |
$5.88K - $6.93K
|
26
$7.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
17New |
$3.84K - $4.53K
|
17
$4.88K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-125- 12.99% |
$28.2K - $33.3K
|
837
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
197+ 63.34% |
$44.5K - $52.5K
|
508
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-35- 1.05% |
$7.91K - $9.33K
|
3.3K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
860New |
$194K - $229K
|
860
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
75+ 8.1% |
$16.9K - $20K
|
1K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$6.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
182+ 3.42% |
$41.1K - $48.5K
|
5.51K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
28New |
$6.33K - $7.47K
|
28
$8.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-29.7K- 83.57% |
$6.71M - $7.92M
|
5.84K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
6+ 1.45% |
$1.36K - $1.6K
|
421
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-185- 8.59% |
$41.8K - $49.3K
|
1.97K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
500New |
$113K - $133K
|
500
$144K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-267- 2.84% |
$60.3K - $71.2K
|
9.12K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
113New |
$25.5K - $30.1K
|
113
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-41- 14.24% |
$9.26K - $10.9K
|
247
$71K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.16% |
$1.58K - $1.87K
|
4.51K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$1.36K - $1.6K
|
2.72K
$782K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$904 - $1.07K
|
4
$1.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.02KNew |
$231K - $273K
|
1.02K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.85KNew |
$870K - $1.03M
|
3.85K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6New |
$1.36K - $1.6K
|
6
$1.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 58.89% |
$275K - $324K
|
849
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
128New |
$28.9K - $34.1K
|
128
$36.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1K- 36.43% |
$226K - $267K
|
1.75K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 2.08% |
$226 - $267
|
47
$13.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
914New |
$207K - $244K
|
914
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-10- 0.65% |
$2.26K - $2.67K
|
1.54K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-274- 10.68% |
$61.9K - $73.1K
|
2.29K
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
379+ 37.9% |
$85.6K - $101K
|
1.38K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-520- 15.21% |
$118K - $139K
|
2.9K
$833K
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.2KNew |
$4.57M - $5.39M
|
20.2K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
28New |
$6.33K - $7.47K
|
28
$8.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
844New |
$191K - $225K
|
844
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$6.89K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-159- 19.68% |
$35.9K - $42.4K
|
649
$186K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-39- 13.78% |
$8.81K - $10.4K
|
244
$70.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
48+ 16.44% |
$10.8K - $12.8K
|
340
$97.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$14.2K - $16.8K
|
63
$18.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-210- 2.18% |
$47.5K - $56K
|
9.4K
$2.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18New |
$4.07K - $4.8K
|
18
$5.17K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-396K- 13.0% |
$80M - $96M
|
2.65M
$761M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25New |
$5.05K - $6.06K
|
25
$7.18K
|
|