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 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
62New |
$15.5K - $17.3K
|
62
$17.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
61+ 2.36% |
$15.3K - $17K
|
2.65K
$762K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
60+ 0.69% |
$15K - $16.8K
|
8.78K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
59+ 5.22% |
$14.8K - $16.5K
|
1.19K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
57+ 0.26% |
$14.3K - $15.9K
|
22.2K
$6.37M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
56+ 0.46% |
$14K - $15.6K
|
12.2K
$3.49M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
55+ 2.91% |
$13.8K - $15.4K
|
1.94K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
54New |
$13.5K - $15.1K
|
54
$15.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
54New |
$13.5K - $15.1K
|
54
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52+ 7.15% |
$13K - $14.5K
|
779
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
52+ 0.16% |
$13K - $14.5K
|
32.3K
$9.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
50+ 0.06% |
$12.5K - $14K
|
90.5K
$26M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
50+ 0.73% |
$12.5K - $14K
|
6.94K
$1.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
50+ 28.57% |
$12.5K - $14K
|
225
$64.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
49+ 0.13% |
$12.3K - $13.7K
|
37.3K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49+ 0.79% |
$12.3K - $13.7K
|
6.26K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
48+ 1.6% |
$12K - $13.4K
|
3.04K
$875K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
47+ 41.59% |
$11.8K - $13.1K
|
160
$46K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
47+ 0.93% |
$11.8K - $13.1K
|
5.11K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 65.28% |
$11.8K - $13.1K
|
119
$34.2K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45+ 3.78% |
$11.3K - $12.6K
|
1.24K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 4.39% |
$11.3K - $12.6K
|
1.07K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
45+ 0.89% |
$11.3K - $12.6K
|
5.09K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
45+ 4.63% |
$11.3K - $12.6K
|
1.02K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 1.46% |
$10.8K - $12K
|
2.99K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
41+ 4.09% |
$10.3K - $11.5K
|
1.04K
$300K
|
|
|
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
|
|
|
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 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 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
|
|
|
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
|
|