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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
40New |
$10K - $11.2K
|
40
$11.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40+ 1.4% |
$10K - $11.2K
|
2.89K
$830K
|
|
|
Oct 29, 2025
Q3 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 0.2% |
$10K - $11.2K
|
20.3K
$5.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.99% |
$10K - $11.2K
|
4.09K
$1.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
39+ 88.64% |
$9.77K - $10.9K
|
83
$23.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
38+ 3.48% |
$9.52K - $10.6K
|
1.13K
$324K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
37+ 3.84% |
$9.27K - $10.3K
|
1K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
36+ 2.57% |
$9.02K - $10.1K
|
1.44K
$413K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35New |
$8.77K - $9.78K
|
35
$10.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
34+ 0.85% |
$8.52K - $9.5K
|
4.01K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
32+ 2.27% |
$8.02K - $8.94K
|
1.44K
$415K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
32+ 2.5% |
$8.02K - $8.94K
|
1.31K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 1.05% |
$7.77K - $8.66K
|
2.97K
$854K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 0.88% |
$7.77K - $8.66K
|
3.55K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31+ 0.31% |
$7.77K - $8.66K
|
10K
$2.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
31New |
$7.77K - $8.66K
|
31
$8.91K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.33% |
$7.52K - $8.38K
|
9.03K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
30+ 1.28% |
$7.52K - $8.38K
|
2.38K
$684K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
30+ 2.21% |
$7.52K - $8.38K
|
1.39K
$398K
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
29+ 1.91% |
$7.27K - $8.1K
|
1.55K
$445K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
29+ 2.82% |
$7.27K - $8.1K
|
1.06K
$303K
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
29+ 1.27% |
$7.27K - $8.1K
|
2.32K
$665K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
28+ 2.99% |
$7.02K - $7.82K
|
966
$278K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
27+ 3.41% |
$6.77K - $7.54K
|
818
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
27New |
$6.77K - $7.54K
|
27
$7.76K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
26+ 1.45% |
$6.52K - $7.27K
|
1.82K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25+ 0.37% |
$6.27K - $6.99K
|
6.8K
$1.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24+ 0.01% |
$6.01K - $6.71K
|
275K
$78.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
24+ 20.69% |
$6.01K - $6.71K
|
140
$40.2K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
23+ 0.89% |
$5.76K - $6.43K
|
2.61K
$750K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 0.33% |
$5.76K - $6.43K
|
6.89K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
22+ 1.14% |
$5.51K - $6.15K
|
1.95K
$561K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 1.76% |
$5.26K - $5.87K
|
1.21K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
21+ 0.75% |
$5.26K - $5.87K
|
2.84K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
21+ 3.51% |
$5.26K - $5.87K
|
619
$178K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
21New |
$5.26K - $5.87K
|
21
$6.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21+ 2.06% |
$5.26K - $5.87K
|
1.04K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20+ 2.23% |
$5.01K - $5.59K
|
916
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19+ 2.08% |
$4.76K - $5.31K
|
934
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
19+ 1.68% |
$4.76K - $5.31K
|
1.15K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 13.95% |
$4.51K - $5.03K
|
147
$42.2K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 0.87% |
$4.51K - $5.03K
|
2.08K
$597K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18+ 0.17% |
$4.51K - $5.03K
|
10.7K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
18+ 1.35% |
$4.51K - $5.03K
|
1.35K
$388K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
18+ 0.92% |
$4.51K - $5.03K
|
1.98K
$568K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 3.46% |
$4.51K - $5.03K
|
538
$155K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
17+ 2.58% |
$4.26K - $4.75K
|
676
$194K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
17+ 0.51% |
$4.26K - $4.75K
|
3.33K
$956K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
17New |
$4.26K - $4.75K
|
17
$4.88K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17+ 1.8% |
$4.26K - $4.75K
|
959
$276K
|
|