Latest Institutional Purchases of Travelers Companies, Inc. (TRV)
This list provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
110New |
$24.9K - $29.3K
|
110
$28.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
108+ 8.77% |
$24.4K - $28.8K
|
1.34K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
107+ 2.5% |
$24.2K - $28.5K
|
4.39K
$1.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
106New |
$24K - $28.3K
|
106
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
101+ 6.89% |
$22.8K - $26.9K
|
1.57K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
101+ 9.74% |
$22.8K - $26.9K
|
1.14K
$291K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 10.37% |
$22.8K - $26.9K
|
1.08K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
100New |
$22.6K - $26.7K
|
100
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100New |
$22.6K - $26.7K
|
100
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.26% |
$22.6K - $26.7K
|
37.9K
$9.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
100+ 1.01% |
$22.6K - $26.7K
|
10K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100+ 3.57% |
$22.6K - $26.7K
|
2.9K
$742K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
100+ 2.35% |
$22.6K - $26.7K
|
4.35K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
100+ 7.33% |
$22.6K - $26.7K
|
1.47K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 8.25% |
$22.4K - $26.4K
|
1.3K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
97+ 1.35% |
$21.9K - $25.9K
|
7.29K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
97+ 0.8% |
$21.9K - $25.9K
|
12.2K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
97+ 6.1% |
$21.9K - $25.9K
|
1.69K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
92New |
$20.8K - $24.5K
|
92
$23.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
89+ 6.16% |
$20.1K - $23.7K
|
1.53K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
88+ 28.3% |
$19.9K - $23.5K
|
399
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
88New |
$19.9K - $23.5K
|
88
$22.5K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
86+ 1.61% |
$19.4K - $22.9K
|
5.44K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85+ 4.71% |
$19.2K - $22.7K
|
1.89K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
84+ 9.26% |
$19K - $22.4K
|
991
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
84+ 0.6% |
$19K - $22.4K
|
14.1K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
79+ 8.1% |
$17.9K - $21.1K
|
1.05K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
77New |
$17.4K - $20.5K
|
77
$19.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 2.18% |
$17.4K - $20.5K
|
3.6K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
75+ 6.12% |
$16.9K - $20K
|
1.3K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
75+ 8.1% |
$16.9K - $20K
|
1K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
75+ 4.84% |
$16.9K - $20K
|
1.63K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
74+ 1.59% |
$16.7K - $19.7K
|
4.74K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
74+ 3.42% |
$16.7K - $19.7K
|
2.24K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 5.04% |
$16.3K - $19.2K
|
1.5K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
71+ 4.06% |
$16K - $18.9K
|
1.82K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 6.86% |
$15.6K - $18.4K
|
1.08K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
66+ 2.35% |
$14.9K - $17.6K
|
2.88K
$736K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
66+ 0.43% |
$14.9K - $17.6K
|
15.3K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
64+ 3.24% |
$14.5K - $17.1K
|
2.04K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
63New |
$14.2K - $16.8K
|
63
$16.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 0.97% |
$14.2K - $16.8K
|
6.59K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$14.2K - $16.8K
|
63
$16.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
62+ 5.72% |
$14K - $16.5K
|
1.15K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
60+ 1.19% |
$13.6K - $16K
|
5.12K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
60+ 16.95% |
$13.6K - $16K
|
414
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$13.3K - $15.7K
|
11K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58+ 5.95% |
$13.1K - $15.5K
|
1.03K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
57+ 0.8% |
$12.9K - $15.2K
|
7.16K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
57+ 5.37% |
$12.9K - $15.2K
|
1.12K
$286K
|