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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19+ 2.08% |
$4.76K - $5.31K
|
934
$268K
|
|
|
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
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 12.61% |
$3.51K - $3.91K
|
125
$35.9K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12+ 63.16% |
$3.01K - $3.35K
|
31
$8.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12+ 1.5% |
$3.01K - $3.35K
|
814
$234K
|
|
|
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
|
|
|
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
|
|