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 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
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-43- 0.76% |
$10.1K - $11.9K
|
5.64K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
129+ 15.95% |
$30.2K - $35.6K
|
938
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
15.6K+ 34717.78% |
$3.65M - $4.32M
|
15.7K
$4.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 26.67% |
$935 - $1.11K
|
19
$5K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
752New |
$176K - $208K
|
752
$198K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
50+ 2.75% |
$11.7K - $13.8K
|
1.87K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11- 1.19% |
$2.57K - $3.04K
|
912
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.24KNew |
$758K - $896K
|
3.24K
$854K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 105.33% |
$259K - $306K
|
2.16K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.61% |
$29.2K - $34.5K
|
7.66K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
343K+ 86.48% |
$80.1M - $94.7M
|
739K
$195M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
166+ 2.56% |
$38.8K - $45.9K
|
6.65K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7+ 0.88% |
$1.64K - $1.93K
|
805
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.27% |
$11K - $13K
|
938
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
70+ 1.37% |
$16.4K - $19.3K
|
5.17K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
427+ 18.08% |
$99.8K - $118K
|
2.79K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.82% |
$234 - $276
|
123
$32.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.71K- 31.7% |
$1.57M - $1.85M
|
14.4K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
78+ 7.68% |
$18.2K - $21.6K
|
1.09K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15+ 0.65% |
$3.51K - $4.15K
|
2.31K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
254+ 3.47% |
$59.4K - $70.2K
|
7.58K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 102.8% |
$25.7K - $30.4K
|
217
$57.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.32% |
$468 - $553
|
621
$163K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-49- 0.87% |
$11.5K - $13.5K
|
5.59K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.39% |
$701 - $829
|
767
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.05K+ 218.51% |
$712K - $842K
|
4.44K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.82KNew |
$425K - $502K
|
1.82K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-355- 6.88% |
$83K - $98.1K
|
4.8K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$4.75M - $5.61M
|
20.3K
$5.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 1.9% |
$5.61K - $6.63K
|
1.24K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-19- 1.08% |
$4.44K - $5.25K
|
1.74K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.07% |
$1.17K - $1.38K
|
7.39K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-681- 3.87% |
$159K - $188K
|
16.9K
$4.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 1.1% |
$523K - $618K
|
201K
$52.8M
|