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 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
|
|
|
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 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
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.25% |
$1.5K - $1.68K
|
2.36K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.53% |
$1.25K - $1.4K
|
952
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.48% |
$1.25K - $1.4K
|
1.05K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5+ 29.41% |
$1.25K - $1.4K
|
22
$6.32K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5+ 0.59% |
$1.25K - $1.4K
|
856
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.45% |
$1.25K - $1.4K
|
1.11K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 8.2% |
$1.25K - $1.4K
|
66
$19K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
5+ 0.2% |
$1.25K - $1.4K
|
2.53K
$727K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.4% |
$1.25K - $1.4K
|
1.26K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.49% |
$1.25K - $1.4K
|
341
$98K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.03% |
$1.25K - $1.4K
|
19.8K
$5.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.57% |
$1.25K - $1.4K
|
884
$254K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.07% |
$1.25K - $1.4K
|
7.4K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.75% |
$1K - $1.12K
|
538
$155K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4+ 0.23% |
$1K - $1.12K
|
1.74K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4+ 0.19% |
$1K - $1.12K
|
2.16K
$622K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4+ 0.33% |
$1K - $1.12K
|
1.23K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4+ 0.48% |
$1K - $1.12K
|
834
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$1K - $1.12K
|
5.58K
$1.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$1K - $1.12K
|
1.87K
$536K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.51% |
$1K - $1.12K
|
791
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.42% |
$1K - $1.12K
|
962
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 26.67% |
$1K - $1.12K
|
19
$5.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3+ 2.44% |
$752 - $838
|
126
$36.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
3+ 0.12% |
$752 - $838
|
2.48K
$711K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3+ 0.25% |
$752 - $838
|
1.18K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 3.66% |
$752 - $838
|
85
$24.4K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$501 - $559
|
2
$575
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.04% |
$501 - $559
|
5.27K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2+ 20.0% |
$501 - $559
|
12
$3.45K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2+ 0.17% |
$501 - $559
|
1.15K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.16% |
$501 - $559
|
1.29K
$370K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
2+ 0.1% |
$501 - $559
|
1.93K
$555K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.05% |
$501 - $559
|
4.12K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2New |
$501 - $559
|
2
$575
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2New |
$501 - $559
|
2
$575
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 1.4% |
$501 - $559
|
145
$41.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2+ 5.88% |
$501 - $559
|
36
$10.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2+ 0.04% |
$501 - $559
|
5.29K
$1.52M
|
|