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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
123+ 10.2% |
$32.2K - $35.4K
|
1.33K
$382K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
122+ 0.6% |
$31.9K - $35.1K
|
20.4K
$5.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
118+ 9.25% |
$30.9K - $33.9K
|
1.39K
$400K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
102+ 3.65% |
$26.7K - $29.3K
|
2.89K
$831K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
99+ 1.91% |
$25.9K - $28.5K
|
5.29K
$1.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
81+ 8.17% |
$21.2K - $23.3K
|
1.07K
$308K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
67+ 0.7% |
$17.5K - $19.3K
|
9.65K
$2.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 5.26% |
$15.4K - $17K
|
1.18K
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 10.93% |
$15.4K - $17K
|
599
$172K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55+ 18.27% |
$14.4K - $15.8K
|
356
$102K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
50New |
$13.1K - $14.4K
|
50
$14.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
49+ 8.55% |
$12.8K - $14.1K
|
622
$179K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
45+ 1.27% |
$11.8K - $12.9K
|
3.58K
$1.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 0.86% |
$11K - $12.1K
|
4.94K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41+ 0.46% |
$10.7K - $11.8K
|
8.91K
$2.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
41+ 1.31% |
$10.7K - $11.8K
|
3.17K
$910K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
35+ 3.05% |
$9.15K - $10.1K
|
1.18K
$340K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 1.19% |
$7.85K - $8.62K
|
2.54K
$731K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
29+ 1.3% |
$7.59K - $8.34K
|
2.27K
$651K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
28+ 19.44% |
$7.32K - $8.05K
|
172
$49.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
28New |
$7.32K - $8.05K
|
28
$8.04K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
24+ 0.86% |
$6.28K - $6.9K
|
2.83K
$812K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
20+ 0.83% |
$5.23K - $5.75K
|
2.42K
$695K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 33.9% |
$5.23K - $5.75K
|
79
$22.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 1.86% |
$4.71K - $5.17K
|
986
$283K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$4.19K - $4.6K
|
16
$4.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
15+ 1.13% |
$3.92K - $4.31K
|
1.34K
$385K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15+ 0.64% |
$3.92K - $4.31K
|
2.34K
$673K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 1.64% |
$3.4K - $3.74K
|
804
$231K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11+ 1.4% |
$2.88K - $3.16K
|
796
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 1.91% |
$1.83K - $2.01K
|
374
$107K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.25% |
$1.31K - $1.44K
|
2.01K
$577K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
5+ 0.42% |
$1.31K - $1.44K
|
1.2K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.27% |
$1.31K - $1.44K
|
1.86K
$534K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4+ 0.36% |
$1.05K - $1.15K
|
1.11K
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4+ 0.37% |
$1.05K - $1.15K
|
1.08K
$310K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.12% |
$1.05K - $1.15K
|
3.21K
$923K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
4+ 0.14% |
$1.05K - $1.15K
|
2.85K
$819K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4+ 0.17% |
$1.05K - $1.15K
|
2.39K
$686K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.34% |
$1.05K - $1.15K
|
1.17K
$336K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4+ 0.48% |
$1.05K - $1.15K
|
833
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.21% |
$785 - $862
|
1.41K
$405K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.18% |
$523 - $575
|
1.13K
$325K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 2.2% |
$523 - $575
|
93
$26.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.2% |
$523 - $575
|
1K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.24% |
$523 - $575
|
838
$241K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.2% |
$523 - $575
|
1.02K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.27% |
$523 - $575
|
744
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1+ 0.05% |
$262 - $287
|
2.06K
$592K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
871K+ 12.67% |
$218M - $243M
|
7.75M
$2.23B
|
|