Latest Institutional Purchases of Travelers Companies, Inc. (TRV)
This list provides information on the latest institutional transactions involving Travelers Companies, Inc. (TRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 9.38% |
$18.4K - $20.9K
|
921
$242K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
79+ 0.9% |
$18.4K - $20.9K
|
8.83K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
78+ 8.18% |
$18.1K - $20.7K
|
1.03K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78+ 12.7% |
$18.1K - $20.7K
|
692
$182K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
75+ 108.7% |
$17.4K - $19.9K
|
144
$37.9K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 2.71% |
$17K - $19.4K
|
2.77K
$728K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
73+ 4.41% |
$17K - $19.4K
|
1.73K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
72+ 900.0% |
$16.7K - $19.1K
|
80
$21.1K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
68+ 2.99% |
$15.8K - $18K
|
2.34K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
68+ 1.72% |
$15.8K - $18K
|
4.02K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
67+ 1.22% |
$15.6K - $17.8K
|
5.57K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
66+ 1.39% |
$15.3K - $17.5K
|
4.82K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
66+ 0.43% |
$15.3K - $17.5K
|
15.4K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$15.1K - $17.2K
|
65
$17.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
65+ 1.25% |
$15.1K - $17.2K
|
5.28K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 6.43% |
$15.1K - $17.2K
|
1.08K
$283K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
64+ 2.91% |
$14.9K - $17K
|
2.27K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
63+ 7.41% |
$14.6K - $16.7K
|
913
$240K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
59+ 2950.0% |
$13.7K - $15.6K
|
61
$16.1K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
59+ 4.98% |
$13.7K - $15.6K
|
1.24K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58New |
$13.5K - $15.4K
|
58
$15.3K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55+ 6.46% |
$12.8K - $14.6K
|
906
$238K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
55+ 0.07% |
$12.8K - $14.6K
|
77.2K
$20.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
55+ 1.08% |
$12.8K - $14.6K
|
5.17K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
54+ 6.24% |
$12.6K - $14.3K
|
919
$242K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
53New |
$12.3K - $14.1K
|
53
$14K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
53+ 12.8% |
$12.3K - $14.1K
|
467
$123K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
53New |
$12.3K - $14.1K
|
53
$14K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
52+ 6.51% |
$12.1K - $13.8K
|
851
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 32.5% |
$12.1K - $13.8K
|
212
$55.8K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$11.6K - $13.3K
|
50
$13.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
50+ 3.64% |
$11.6K - $13.3K
|
1.42K
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50+ 13.44% |
$11.6K - $13.3K
|
422
$111K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 39.67% |
$11.2K - $12.7K
|
169
$44.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
47+ 0.17% |
$10.9K - $12.5K
|
28.1K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46New |
$10.7K - $12.2K
|
46
$12.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 7.44% |
$10.5K - $11.9K
|
650
$171K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 0.32% |
$10.5K - $11.9K
|
14.2K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
45+ 0.69% |
$10.5K - $11.9K
|
6.58K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 5.2% |
$10.2K - $11.7K
|
890
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
43New |
$9.99K - $11.4K
|
43
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
41+ 1.32% |
$9.53K - $10.9K
|
3.15K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.19% |
$9.3K - $10.6K
|
20.6K
$5.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
40New |
$9.3K - $10.6K
|
40
$10.5K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
39+ 13.93% |
$9.06K - $10.3K
|
319
$84K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
39+ 0.89% |
$9.06K - $10.3K
|
4.43K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 8.82% |
$9.06K - $10.3K
|
481
$127K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
38+ 1.96% |
$8.83K - $10.1K
|
1.97K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38+ 3.31% |
$8.83K - $10.1K
|
1.19K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
37+ 1.08% |
$8.6K - $9.81K
|
3.45K
$908K
|