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 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17+ 1.8% |
$4.26K - $4.75K
|
959
$276K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
16+ 0.12% |
$4.01K - $4.47K
|
12.9K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.57% |
$4.01K - $4.47K
|
2.81K
$806K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
16New |
$4.01K - $4.47K
|
16
$4.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
15+ 1.91% |
$3.76K - $4.19K
|
799
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15+ 0.83% |
$3.76K - $4.19K
|
1.82K
$522K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$3.76K - $4.19K
|
15
$4.31K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 35.71% |
$3.76K - $4.19K
|
57
$16.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15+ 1.93% |
$3.76K - $4.19K
|
791
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 12.61% |
$3.51K - $3.91K
|
125
$35.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14+ 0.5% |
$3.51K - $3.91K
|
2.8K
$805K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
BUY
|
- |
13+ 1.04% |
$3.26K - $3.63K
|
1.26K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
13+ 0.91% |
$3.26K - $3.63K
|
1.44K
$415K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
13+ 1.73% |
$3.26K - $3.63K
|
763
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
13+ 1.3% |
$3.26K - $3.63K
|
1.01K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
13+ 28.26% |
$3.26K - $3.63K
|
59
$17K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12+ 63.16% |
$3.01K - $3.35K
|
31
$8.91K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.21% |
$3.01K - $3.35K
|
1K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12+ 0.65% |
$3.01K - $3.35K
|
1.85K
$531K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 1.5% |
$3.01K - $3.35K
|
814
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.53% |
$3.01K - $3.35K
|
2.29K
$659K
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
11+ 1.24% |
$2.76K - $3.07K
|
896
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.33% |
$2.76K - $3.07K
|
3.35K
$962K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
11+ 0.89% |
$2.76K - $3.07K
|
1.25K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.11% |
$2.76K - $3.07K
|
9.84K
$2.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11+ 0.96% |
$2.76K - $3.07K
|
1.16K
$333K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
11+ 0.81% |
$2.76K - $3.07K
|
1.36K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11New |
$2.76K - $3.07K
|
11
$3.16K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.15% |
$2.51K - $2.79K
|
6.61K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10+ 0.72% |
$2.51K - $2.79K
|
1.4K
$401K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10+ 0.43% |
$2.51K - $2.79K
|
2.34K
$672K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10+ 2.24% |
$2.51K - $2.79K
|
456
$131K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10New |
$2.51K - $2.79K
|
10
$2.87K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
9New |
$2.26K - $2.51K
|
9
$2.59K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
9+ 9.0% |
$2.26K - $2.51K
|
109
$31.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9+ 0.83% |
$2.26K - $2.51K
|
1.09K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9+ 1.16% |
$2.26K - $2.51K
|
785
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8+ 0.38% |
$2K - $2.24K
|
2.09K
$599K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 0.34% |
$2K - $2.24K
|
2.34K
$671K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 3.92% |
$2K - $2.24K
|
212
$60.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.43% |
$2K - $2.24K
|
1.85K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
7New |
$1.75K - $1.96K
|
7
$2.01K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
7+ 0.72% |
$1.75K - $1.96K
|
977
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
7+ 0.58% |
$1.75K - $1.96K
|
1.21K
$347K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 5.15% |
$1.75K - $1.96K
|
143
$41.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6New |
$1.5K - $1.68K
|
6
$1.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
BUY
|
- |
6+ 0.7% |
$1.5K - $1.68K
|
858
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6New |
$1.5K - $1.68K
|
6
$1.72K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6+ 11.32% |
$1.5K - $1.68K
|
59
$17K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
6+ 0.56% |
$1.5K - $1.68K
|
1.07K
$308K
|
|