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 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-294- 25.11% |
$68.7K - $81.2K
|
877
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 2.79% |
$117K - $138K
|
17.4K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
32+ 3.81% |
$7.48K - $8.84K
|
872
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 160.0% |
$1.87K - $2.21K
|
13
$3.47K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
428+ 20.41% |
$100K - $118K
|
2.53K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$308K - $364K
|
1.32K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 20.0% |
$1.4M - $1.66M
|
24K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-56- 0.22% |
$13.1K - $15.5K
|
25.4K
$6.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.21K+ 6.95% |
$283K - $334K
|
18.6K
$4.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-97- 6.85% |
$22.7K - $26.8K
|
1.32K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 114.29% |
$1.87K - $2.21K
|
15
$4K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-66- 2.08% |
$15.4K - $18.2K
|
3.11K
$831K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.4K- 20.52% |
$328K - $387K
|
5.43K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.36% |
$701 - $829
|
830
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-18.8K- 94.76% |
$4.39M - $5.18M
|
1.04K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.06K+ 23.63% |
$247K - $292K
|
5.54K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-94- 5.29% |
$22K - $26K
|
1.68K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
650+ 39.8% |
$152K - $180K
|
2.28K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.81K+ 8.41% |
$423K - $500K
|
23.3K
$6.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.61M+ 71265.94% |
$845M - $998M
|
3.62M
$965M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$9.35K - $11.1K
|
40
$10.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
315+ 6.34% |
$73.7K - $87K
|
5.29K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
430+ 10.67% |
$101K - $119K
|
4.46K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-160- 6.15% |
$37.4K - $44.2K
|
2.44K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.13K+ 24.94% |
$732K - $865K
|
15.7K
$4.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-88- 8.37% |
$20.6K - $24.3K
|
963
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2- 0.25% |
$468 - $553
|
800
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-174- 0.41% |
$40.7K - $48.1K
|
42.5K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
202+ 14.54% |
$47.2K - $55.8K
|
1.59K
$424K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-29- 3.68% |
$6.78K - $8.01K
|
758
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.81KNew |
$1.59M - $1.88M
|
6.81K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-19- 1.87% |
$4.44K - $5.25K
|
998
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-299- 11.47% |
$69.9K - $82.6K
|
2.31K
$616K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.23K+ 11.5% |
$1.22M - $1.45M
|
50.7K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
896New |
$210K - $248K
|
896
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.04K- 71.53% |
$242K - $286K
|
412
$110K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-18- 2.08% |
$4.21K - $4.97K
|
847
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-13- 1.57% |
$3.04K - $3.59K
|
817
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.35% |
$3.51K - $4.15K
|
1.13K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.12% |
$234 - $276
|
848
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
32.2KNew |
$7.53M - $8.9M
|
32.2K
$8.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-47- 44.34% |
$11K - $13K
|
59
$15.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 10.57% |
$2.54M - $3M
|
114K
$30.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$701 - $829
|
1.61K
$430K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 3.13% |
$11.7K - $13.8K
|
1.55K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
410+ 6.26% |
$95.9K - $113K
|
6.96K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
356+ 8.05% |
$83.2K - $98.4K
|
4.78K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.26% |
$701 - $829
|
1.15K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
290+ 36.2% |
$67.8K - $80.1K
|
1.09K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$234 - $276
|
5.57K
$1.49M
|