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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-167- 4.57% |
$39K - $46.1K
|
3.49K
$918K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-340- 26.58% |
$79.5K - $94K
|
939
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-89- 0.61% |
$20.8K - $24.6K
|
14.5K
$3.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-58- 1.75% |
$13.6K - $16K
|
3.26K
$859K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
618+ 23.89% |
$145K - $171K
|
3.21K
$844K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 4.91% |
$1.87K - $2.21K
|
171
$45K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-292- 14.36% |
$68.3K - $80.7K
|
1.74K
$459K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.7K+ 6.06% |
$3.67M - $4.34M
|
275K
$72.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-117- 1.11% |
$27.4K - $32.3K
|
10.4K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
537+ 35.21% |
$126K - $148K
|
2.06K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
192+ 6.45% |
$44.9K - $53.1K
|
3.17K
$834K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-186- 24.51% |
$43.5K - $51.4K
|
573
$151K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
12.8K+ 10.0% |
$2.99M - $3.53M
|
141K
$37M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
248+ 18.56% |
$58K - $68.5K
|
1.58K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3K+ 6.37% |
$2.42M - $2.86M
|
173K
$45.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
899New |
$210K - $248K
|
899
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.7K+ 2.05% |
$398K - $470K
|
84.7K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.17K- 8.62% |
$274K - $323K
|
12.4K
$3.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.07KNew |
$251K - $297K
|
1.07K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-23- 1.17% |
$5.38K - $6.36K
|
1.95K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38+ 4.66% |
$8.89K - $10.5K
|
854
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.5% |
$3.04K - $3.59K
|
879
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-491- 2.47% |
$115K - $136K
|
19.4K
$5.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-305- 7.33% |
$71.3K - $84.3K
|
3.86K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-162- 2.49% |
$37.9K - $44.8K
|
6.35K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
980New |
$229K - $271K
|
980
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
300New |
$70.1K - $82.9K
|
300
$79K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.11K+ 39.58% |
$259K - $306K
|
3.91K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.19K+ 2.82% |
$279K - $330K
|
43.5K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
17+ 2.31% |
$3.98K - $4.7K
|
753
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 1.21% |
$22.7K - $26.8K
|
8.08K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.31K+ 6.35% |
$773K - $914K
|
55.4K
$14.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-255- 13.73% |
$59.6K - $70.5K
|
1.6K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
14+ 0.21% |
$3.27K - $3.87K
|
6.8K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
884New |
$207K - $244K
|
884
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
234New |
$54.7K - $64.7K
|
234
$61.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-110- 3.89% |
$25.7K - $30.4K
|
2.72K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
114+ 13.46% |
$26.7K - $31.5K
|
961
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
17+ 2.2% |
$3.98K - $4.7K
|
790
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-304- 17.27% |
$71.1K - $84K
|
1.46K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-67- 0.38% |
$15.7K - $18.5K
|
17.6K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-66- 0.2% |
$15.4K - $18.2K
|
32.3K
$8.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-264- 0.69% |
$61.7K - $73K
|
38.2K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
198+ 8.9% |
$46.3K - $54.7K
|
2.42K
$638K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$468 - $553
|
797
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
34+ 3.14% |
$7.95K - $9.4K
|
1.12K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 0.06% |
$701 - $829
|
4.95K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43+ 0.82% |
$10.1K - $11.9K
|
5.28K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.7% |
$3.27K - $3.87K
|
2K
$527K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.2K- 86.63% |
$3.79M - $4.48M
|
2.5K
$659K
|