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 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
26New |
$6.08K - $7.18K
|
26
$6.81K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.29% |
$935 - $1.11K
|
1.39K
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-109- 6.15% |
$25.5K - $30.1K
|
1.66K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-44- 1.71% |
$10.3K - $12.2K
|
2.53K
$662K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-360- 0.98% |
$84.2K - $99.5K
|
36.3K
$9.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-977- 3.18% |
$228K - $270K
|
29.8K
$7.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.54K+ 203.8% |
$828K - $979K
|
5.28K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.65% |
$468 - $553
|
310
$81.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-329- 3.8% |
$76.9K - $90.9K
|
8.34K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-26- 0.95% |
$6.08K - $7.18K
|
2.72K
$711K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
219+ 1.6% |
$51.2K - $60.5K
|
13.9K
$3.64M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
49+ 4.69% |
$11.5K - $13.5K
|
1.09K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.54% |
$1.87K - $2.21K
|
1.48K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
106+ 7.31% |
$24.8K - $29.3K
|
1.56K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
285+ 7.47% |
$66.6K - $78.8K
|
4.1K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
47+ 0.9% |
$11K - $13K
|
5.26K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-200- 6.99% |
$46.8K - $55.3K
|
2.66K
$697K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
20.8K+ 11.67% |
$4.85M - $5.74M
|
199K
$52M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
17+ 0.73% |
$3.98K - $4.7K
|
2.33K
$611K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
58+ 3.03% |
$13.6K - $16K
|
1.97K
$516K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-11.5K- 8.32% |
$2.68M - $3.17M
|
126K
$33.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
993New |
$232K - $274K
|
993
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.02% |
$701 - $829
|
16.1K
$4.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 1.13% |
$210K - $249K
|
80.7K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
52New |
$12.2K - $14.4K
|
52
$13.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-242- 2.83% |
$56.6K - $66.9K
|
8.31K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.47% |
$11.5K - $13.5K
|
10.4K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15- 1.0% |
$3.51K - $4.15K
|
1.49K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.57K+ 50.34% |
$1.77M - $2.09M
|
22.6K
$5.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-204- 1.31% |
$47.7K - $56.4K
|
15.4K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-29- 0.55% |
$6.78K - $8.01K
|
5.26K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 17.19% |
$2.57K - $3.04K
|
75
$19.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 0.88% |
$10.5K - $12.4K
|
5.06K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.64% |
$46.8K - $55.3K
|
12K
$3.14M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 28.57% |
$468 - $553
|
5
$1.31K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.07KNew |
$484K - $572K
|
2.07K
$543K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30- 0.81% |
$7.01K - $8.29K
|
3.67K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
345+ 1.78% |
$80.7K - $95.3K
|
19.7K
$5.17M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-114- 2.7% |
$26.7K - $31.5K
|
4.11K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.52K- 3.86% |
$823K - $972K
|
87.7K
$23M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
4KNew |
$935K - $1.11M
|
4K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-455- 5.15% |
$106K - $126K
|
8.38K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 2.07% |
$5.14K - $6.08K
|
1.08K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
306+ 2.86% |
$71.6K - $84.6K
|
11K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-90- 10.26% |
$21K - $24.9K
|
787
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-58- 4.85% |
$13.6K - $16K
|
1.14K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
123+ 1.87% |
$28.8K - $34K
|
6.7K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 0.77% |
$953K - $1.13M
|
528K
$138M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
63+ 1.57% |
$14.7K - $17.4K
|
4.09K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$234 - $276
|
4
$1.05K
|