Latest Institutional Transactions on Travelers Companies, Inc. (TRV)
This table provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 1.13% |
$210K - $249K
|
80.7K
$21.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
52New |
$12.2K - $14.4K
|
52
$13.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-242- 2.83% |
$56.6K - $66.9K
|
8.31K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.47% |
$11.5K - $13.5K
|
10.4K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15- 1.0% |
$3.51K - $4.15K
|
1.49K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.57K+ 50.34% |
$1.77M - $2.09M
|
22.6K
$6.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-204- 1.31% |
$47.7K - $56.4K
|
15.4K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-29- 0.55% |
$6.78K - $8.01K
|
5.26K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 17.19% |
$2.57K - $3.04K
|
75
$20K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 0.88% |
$10.5K - $12.4K
|
5.06K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.64% |
$46.8K - $55.3K
|
12K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 28.57% |
$468 - $553
|
5
$1.33K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.07KNew |
$484K - $572K
|
2.07K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30- 0.81% |
$7.01K - $8.29K
|
3.67K
$980K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
345+ 1.78% |
$80.7K - $95.3K
|
19.7K
$5.26M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-114- 2.7% |
$26.7K - $31.5K
|
4.11K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.52K- 3.86% |
$823K - $972K
|
87.7K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
4KNew |
$935K - $1.11M
|
4K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-455- 5.15% |
$106K - $126K
|
8.38K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 2.07% |
$5.14K - $6.08K
|
1.08K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
306+ 2.86% |
$71.6K - $84.6K
|
11K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-90- 10.26% |
$21K - $24.9K
|
787
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-58- 4.85% |
$13.6K - $16K
|
1.14K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
123+ 1.87% |
$28.8K - $34K
|
6.7K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-294- 25.11% |
$68.7K - $81.2K
|
877
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 2.79% |
$117K - $138K
|
17.4K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
32+ 3.81% |
$7.48K - $8.84K
|
872
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 160.0% |
$1.87K - $2.21K
|
13
$3.47K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
428+ 20.41% |
$100K - $118K
|
2.53K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$308K - $364K
|
1.32K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 20.0% |
$1.4M - $1.66M
|
24K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-56- 0.22% |
$13.1K - $15.5K
|
25.4K
$6.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.21K+ 6.95% |
$283K - $334K
|
18.6K
$4.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-97- 6.85% |
$22.7K - $26.8K
|
1.32K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 114.29% |
$1.87K - $2.21K
|
15
$4K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-66- 2.08% |
$15.4K - $18.2K
|
3.11K
$831K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.4K- 20.52% |
$328K - $387K
|
5.43K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.36% |
$701 - $829
|
830
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-18.8K- 94.76% |
$4.39M - $5.18M
|
1.04K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.06K+ 23.63% |
$247K - $292K
|
5.54K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-94- 5.29% |
$22K - $26K
|
1.68K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
650+ 39.8% |
$152K - $180K
|
2.28K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.81K+ 8.41% |
$423K - $500K
|
23.3K
$6.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61M+ 71265.94% |
$845M - $998M
|
3.62M
$965M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$9.35K - $11.1K
|
40
$10.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
315+ 6.34% |
$73.7K - $87K
|
5.29K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
430+ 10.67% |
$101K - $119K
|
4.46K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-160- 6.15% |
$37.4K - $44.2K
|
2.44K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.13K+ 24.94% |
$732K - $865K
|
15.7K
$4.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-88- 8.37% |
$20.6K - $24.3K
|
963
$257K
|