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 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-50- 2.1% |
$11.7K - $13.8K
|
2.33K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
7+ 0.89% |
$1.64K - $1.93K
|
791
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.07KNew |
$250K - $296K
|
1.07K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
121+ 13.01% |
$28.3K - $33.4K
|
1.05K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$234 - $276
|
1.02K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$5.38K - $6.36K
|
10.9K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
55+ 122.22% |
$12.9K - $15.2K
|
100
$26.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53+ 2.5% |
$12.4K - $14.6K
|
2.17K
$572K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
119+ 13.57% |
$27.8K - $32.9K
|
996
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.53KNew |
$1.53M - $1.81M
|
6.53K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-399- 3.71% |
$93.3K - $110K
|
10.3K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
17+ 1.25% |
$3.98K - $4.7K
|
1.38K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$234 - $276
|
989
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 4.21% |
$351K - $415K
|
37.1K
$9.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.45K+ 19.6% |
$573K - $677K
|
14.9K
$3.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
866+ 4.6% |
$202K - $239K
|
19.7K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-43- 0.53% |
$10.1K - $11.9K
|
8.06K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
354+ 0.57% |
$82.8K - $97.8K
|
62.2K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 11.52% |
$46.5K - $55K
|
1.53K
$402K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 101.18% |
$20.1K - $23.8K
|
171
$45K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-48- 2.03% |
$11.2K - $13.3K
|
2.32K
$611K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
200+ 11.76% |
$46.8K - $55.3K
|
1.9K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
881+ 10.57% |
$206K - $243K
|
9.21K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.85% |
$935 - $1.11K
|
474
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5- 0.18% |
$1.17K - $1.38K
|
2.85K
$749K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20- 0.17% |
$4.68K - $5.53K
|
11.7K
$3.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-52- 4.39% |
$12.2K - $14.4K
|
1.13K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3- 0.09% |
$701 - $829
|
3.36K
$883K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 1.45% |
$3.51K - $4.15K
|
1.02K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-135- 8.64% |
$31.6K - $37.3K
|
1.43K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
35+ 0.04% |
$8.18K - $9.67K
|
95K
$25M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
500+ 33.69% |
$117K - $138K
|
1.98K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.94K+ 191.91% |
$455K - $537K
|
2.96K
$778K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2- 0.93% |
$468 - $553
|
212
$55.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-92- 0.86% |
$21.5K - $25.4K
|
10.6K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-100- 3.33% |
$23.4K - $27.6K
|
2.91K
$765K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 2.76% |
$935 - $1.11K
|
141
$37.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-17- 0.69% |
$3.98K - $4.7K
|
2.46K
$647K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 2.51% |
$11K - $13K
|
1.83K
$481K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
139+ 1.06% |
$32.5K - $38.4K
|
13.3K
$3.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-486K- 98.59% |
$114M - $134M
|
6.95K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
220+ 13.33% |
$51.4K - $60.8K
|
1.87K
$492K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-666- 14.46% |
$156K - $184K
|
3.94K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.16% |
$468 - $553
|
1.25K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 6.12% |
$46.8K - $55.3K
|
3.07K
$808K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12- 0.89% |
$2.81K - $3.32K
|
1.34K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 8.8% |
$521K - $616K
|
23.1K
$6.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
19K+ 1057.87% |
$4.43M - $5.24M
|
20.7K
$5.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
436+ 32.73% |
$102K - $120K
|
1.77K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20+ 1.45% |
$4.68K - $5.53K
|
1.4K
$370K
|