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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 1.96% |
$8.6K - $9.81K
|
1.85K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
445+ 36.03% |
$103K - $118K
|
1.68K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 2.71% |
$17K - $19.4K
|
2.77K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 9.01% |
$29.1K - $33.1K
|
1.26K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.95K- 50.0% |
$452K - $516K
|
1.95K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.23K+ 75.6% |
$2.15M - $2.45M
|
21.4K
$5.72M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
15+ 0.61% |
$3.49K - $3.98K
|
2.48K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-172- 11.46% |
$40K - $45.6K
|
1.33K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
818New |
$190K - $217K
|
818
$218K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-181- 2.4% |
$42.1K - $48K
|
7.35K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-28.1K- 14.14% |
$6.53M - $7.45M
|
171K
$45.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.59K- 51.16% |
$370K - $422K
|
1.52K
$405K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
189+ 5.93% |
$43.9K - $50.1K
|
3.37K
$900K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-187- 0.56% |
$43.5K - $49.6K
|
33.5K
$8.93M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-537- 8.62% |
$125K - $142K
|
5.69K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-88- 0.75% |
$20.5K - $23.3K
|
11.7K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.35KNew |
$546K - $623K
|
2.35K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-178- 7.46% |
$41.4K - $47.2K
|
2.21K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23+ 0.42% |
$5.35K - $6.1K
|
5.54K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-543- 2.67% |
$126K - $144K
|
19.8K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16K+ 16.29% |
$3.73M - $4.25M
|
114K
$30.5M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-304- 10.48% |
$70.7K - $80.6K
|
2.6K
$693K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-822- 10.31% |
$191K - $218K
|
7.15K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2- 0.06% |
$465 - $530
|
3.26K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-191- 9.46% |
$44.4K - $50.6K
|
1.83K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.5% |
$1.39K - $1.59K
|
1.2K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10K+ 702.45% |
$2.33M - $2.66M
|
11.5K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$930 - $1.06K
|
2.69K
$719K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-68- 4.01% |
$15.8K - $18K
|
1.63K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
344+ 17.36% |
$80K - $91.2K
|
2.33K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
608+ 7.17% |
$141K - $161K
|
9.09K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.55% |
$232 - $265
|
182
$48.6K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-103- 5.63% |
$23.9K - $27.3K
|
1.73K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 0.32% |
$10.5K - $11.9K
|
14.2K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-32- 5.11% |
$7.44K - $8.48K
|
594
$158K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
236+ 13.27% |
$54.9K - $62.6K
|
2.02K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
21.7KNew |
$5.03M - $5.74M
|
21.7K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-3- 0.22% |
$697 - $795
|
1.34K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.13K+ 9.3% |
$494K - $564K
|
25K
$6.67M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.71K- 6.09% |
$631K - $720K
|
41.9K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-94.1K- 50.25% |
$21.9M - $25M
|
93.2K
$24.9M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-2- 0.05% |
$465 - $530
|
4.36K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-26- 0.16% |
$6.04K - $6.89K
|
16.7K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-37.7K- 35.59% |
$8.76M - $10M
|
68.2K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-275- 0.76% |
$63.9K - $72.9K
|
35.9K
$9.58M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3New |
$697 - $795
|
3
$800
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-30.1K- 10.37% |
$7M - $7.98M
|
260K
$69.5M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
171+ 79.17% |
$39.7K - $45.3K
|
387
$103K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
830New |
$193K - $220K
|
830
$221K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.98KNew |
$461K - $525K
|
1.98K
$529K
|