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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
36+ 2.07% |
$8.37K - $9.54K
|
1.77K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34+ 1.66% |
$7.9K - $9.01K
|
2.08K
$554K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33+ 3.19% |
$7.67K - $8.75K
|
1.07K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
33+ 3.08% |
$7.67K - $8.75K
|
1.1K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
32+ 0.66% |
$7.44K - $8.48K
|
4.87K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
31+ 2.66% |
$7.21K - $8.22K
|
1.2K
$319K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
31+ 79.49% |
$7.21K - $8.22K
|
70
$18.7K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 0.9% |
$6.97K - $7.95K
|
3.36K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 0.03% |
$6.74K - $7.69K
|
86.8K
$23.2M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29+ 2.93% |
$6.74K - $7.69K
|
1.02K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
29+ 0.06% |
$6.74K - $7.69K
|
52K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 41.79% |
$6.51K - $7.42K
|
95
$25.3K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27+ 0.34% |
$6.28K - $7.16K
|
8.03K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 17.09% |
$6.28K - $7.16K
|
185
$49.4K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25New |
$5.81K - $6.63K
|
25
$6.67K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25+ 2.2% |
$5.81K - $6.63K
|
1.16K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 50.0% |
$5.81K - $6.63K
|
75
$20K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
25+ 0.33% |
$5.81K - $6.63K
|
7.54K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 0.69% |
$5.81K - $6.63K
|
3.66K
$976K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
24+ 0.86% |
$5.58K - $6.36K
|
2.81K
$751K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
24+ 1.95% |
$5.58K - $6.36K
|
1.25K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23+ 0.42% |
$5.35K - $6.1K
|
5.54K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
22+ 0.85% |
$5.11K - $5.83K
|
2.61K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 210.0% |
$4.88K - $5.57K
|
31
$8.27K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
21+ 0.27% |
$4.88K - $5.57K
|
7.91K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21New |
$4.88K - $5.57K
|
21
$5.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
21+ 1.06% |
$4.88K - $5.57K
|
2K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 1.7% |
$4.42K - $5.04K
|
1.14K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18+ 2.08% |
$4.18K - $4.77K
|
884
$236K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 2.28% |
$3.95K - $4.51K
|
761
$203K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17New |
$3.95K - $4.51K
|
17
$4.54K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
15+ 0.61% |
$3.49K - $3.98K
|
2.48K
$661K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 16.3% |
$3.49K - $3.98K
|
107
$28.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$3.49K - $3.98K
|
15
$4K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14+ 0.3% |
$3.25K - $3.71K
|
4.76K
$1.27M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13+ 1.47% |
$3.02K - $3.45K
|
897
$239K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13+ 3.77% |
$3.02K - $3.45K
|
358
$95.5K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 2.2% |
$2.56K - $2.92K
|
511
$136K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 21.57% |
$2.56K - $2.92K
|
62
$16.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
10+ 0.61% |
$2.32K - $2.65K
|
1.65K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.11% |
$2.09K - $2.39K
|
7.91K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 2.38% |
$1.86K - $2.12K
|
344
$91.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.16% |
$1.86K - $2.12K
|
5.1K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$1.86K - $2.12K
|
4.23K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.87K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
7+ 0.2% |
$1.63K - $1.86K
|
3.51K
$936K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.87K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.5% |
$1.39K - $1.59K
|
1.2K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$1.39K - $1.59K
|
6
$1.6K
|