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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
40+ 1.57% |
$9.35K - $11.1K
|
2.58K
$679K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38+ 4.66% |
$8.89K - $10.5K
|
854
$225K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38+ 3.05% |
$8.89K - $10.5K
|
1.28K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
35+ 0.04% |
$8.18K - $9.67K
|
95K
$25M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
34+ 3.14% |
$7.95K - $9.4K
|
1.12K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
32+ 3.81% |
$7.48K - $8.84K
|
872
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
26+ 2.02% |
$6.08K - $7.18K
|
1.31K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$5.38K - $6.36K
|
10.9K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20+ 1.45% |
$4.68K - $5.53K
|
1.4K
$370K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 1.83% |
$4.44K - $5.25K
|
1.06K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.62% |
$4.21K - $4.97K
|
1.13K
$298K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
18+ 0.71% |
$4.21K - $4.97K
|
2.56K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
17+ 1.25% |
$3.98K - $4.7K
|
1.38K
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
17+ 2.31% |
$3.98K - $4.7K
|
753
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
17+ 2.2% |
$3.98K - $4.7K
|
790
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 1.31% |
$3.74K - $4.42K
|
1.23K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.35% |
$3.51K - $4.15K
|
1.13K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15+ 0.65% |
$3.51K - $4.15K
|
2.31K
$609K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.6% |
$3.27K - $3.87K
|
2.35K
$619K
|
|
|
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
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.7% |
$3.27K - $3.87K
|
2K
$527K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.5% |
$3.04K - $3.59K
|
879
$231K
|
|
|
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 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 19.61% |
$2.34K - $2.76K
|
61
$16.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$2.34K - $2.76K
|
10
$2.63K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 160.0% |
$1.87K - $2.21K
|
13
$3.42K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 4.91% |
$1.87K - $2.21K
|
171
$45K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7+ 0.88% |
$1.64K - $1.93K
|
805
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
7+ 0.89% |
$1.64K - $1.93K
|
791
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 1.64% |
$1.64K - $1.93K
|
434
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.33% |
$1.4K - $1.66K
|
1.85K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 7.89% |
$1.4K - $1.66K
|
82
$21.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6+ 0.43% |
$1.4K - $1.66K
|
1.4K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.43% |
$1.17K - $1.38K
|
1.16K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.07% |
$1.17K - $1.38K
|
7.39K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 26.67% |
$935 - $1.11K
|
19
$5K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.85% |
$935 - $1.11K
|
474
$125K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$701 - $829
|
1.61K
$424K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.26% |
$701 - $829
|
1.15K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.39% |
$701 - $829
|
767
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.25% |
$701 - $829
|
1.23K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.31% |
$701 - $829
|
958
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.32% |
$468 - $553
|
621
$163K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$468 - $553
|
797
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.24% |
$468 - $553
|
835
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.12% |
$234 - $276
|
848
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$234 - $276
|
5.57K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.09% |
$234 - $276
|
1.12K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.82% |
$234 - $276
|
123
$32.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1+ 0.08% |
$234 - $276
|
1.23K
$324K
|