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 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 2.79% |
$117K - $138K
|
17.4K
$4.58M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
32+ 3.81% |
$7.48K - $8.84K
|
872
$230K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 160.0% |
$1.87K - $2.21K
|
13
$3.42K
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
428+ 20.41% |
$100K - $118K
|
2.53K
$665K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$308K - $364K
|
1.32K
$347K
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 20.0% |
$1.4M - $1.66M
|
24K
$6.32M
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-56- 0.22% |
$13.1K - $15.5K
|
25.4K
$6.69M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.21K+ 6.95% |
$283K - $334K
|
18.6K
$4.9M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-97- 6.85% |
$22.7K - $26.8K
|
1.32K
$347K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 114.29% |
$1.87K - $2.21K
|
15
$3.95K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-66- 2.08% |
$15.4K - $18.2K
|
3.11K
$820K
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-174- 0.41% |
$40.7K - $48.1K
|
42.5K
$11.2M
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
202+ 14.54% |
$47.2K - $55.8K
|
1.59K
$419K
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-29- 3.68% |
$6.78K - $8.01K
|
758
$200K
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.81KNew |
$1.59M - $1.88M
|
6.81K
$1.79M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-19- 1.87% |
$4.44K - $5.25K
|
998
$263K
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-299- 11.47% |
$69.9K - $82.6K
|
2.31K
$608K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.23K+ 11.5% |
$1.22M - $1.45M
|
50.7K
$13.4M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
896New |
$210K - $248K
|
896
$236K
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.04K- 71.53% |
$242K - $286K
|
412
$108K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-18- 2.08% |
$4.21K - $4.97K
|
847
$223K
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-13- 1.57% |
$3.04K - $3.59K
|
817
$215K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.35% |
$3.51K - $4.15K
|
1.13K
$297K
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.12% |
$234 - $276
|
848
$223K
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
32.2KNew |
$7.53M - $8.9M
|
32.2K
$8.48M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-47- 44.34% |
$11K - $13K
|
59
$15.5K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 10.57% |
$2.54M - $3M
|
114K
$29.9M
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$701 - $829
|
1.61K
$424K
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 3.13% |
$11.7K - $13.8K
|
1.55K
$408K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
410+ 6.26% |
$95.9K - $113K
|
6.96K
$1.83M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
356+ 8.05% |
$83.2K - $98.4K
|
4.78K
$1.26M
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.26% |
$701 - $829
|
1.15K
$302K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
290+ 36.2% |
$67.8K - $80.1K
|
1.09K
$287K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$234 - $276
|
5.57K
$1.47M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-389- 5.91% |
$91K - $107K
|
6.19K
$1.63M
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.43% |
$1.17K - $1.38K
|
1.16K
$305K
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
750New |
$175K - $207K
|
750
$197K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11+ 0.05% |
$2.57K - $3.04K
|
23.1K
$6.07M
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
133+ 4.98% |
$31.1K - $36.8K
|
2.8K
$738K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-60- 1.89% |
$14K - $16.6K
|
3.12K
$820K
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.99K- 12.82% |
$465K - $550K
|
13.5K
$3.56M
|
|
Jul 21, 2025
Q2 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
6.48K+ 17.19% |
$1.52M - $1.79M
|
44.2K
$11.6M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
218+ 4.12% |
$51K - $60.2K
|
5.51K
$1.45M
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-1.06K- 5.7% |
$247K - $292K
|
17.5K
$4.61M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.01K- 0.69% |
$236K - $279K
|
144K
$38M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.44% |
$5.61K - $6.63K
|
5.46K
$1.44M
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.09% |
$234 - $276
|
1.12K
$295K
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-99- 71.74% |
$23.1K - $27.4K
|
39
$10.3K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
217+ 23.43% |
$50.7K - $60K
|
1.14K
$301K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-427- 1.04% |
$99.8K - $118K
|
40.8K
$10.7M
|