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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17New |
$3.95K - $4.51K
|
17
$4.45K
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-119- 1.25% |
$27.7K - $31.6K
|
9.43K
$2.47M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 7.44% |
$10.5K - $11.9K
|
650
$170K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 1.31% |
$7.9K - $9.01K
|
2.56K
$672K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-450- 5.53% |
$105K - $119K
|
7.68K
$2.01M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
80+ 2.29% |
$18.6K - $21.2K
|
3.58K
$938K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
52+ 6.51% |
$12.1K - $13.8K
|
851
$223K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
390K+ 25.26% |
$90.7M - $103M
|
1.93M
$507M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
110+ 6.77% |
$25.6K - $29.2K
|
1.74K
$455K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
116K+ 0.54% |
$26.9M - $30.7M
|
21.7M
$5.69B
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-1.94K- 9.48% |
$450K - $513K
|
18.5K
$4.84M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.5K- 72.47% |
$1.74M - $1.99M
|
2.85K
$746K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
100New |
$23.2K - $26.5K
|
100
$26.2K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-12- 1.15% |
$2.79K - $3.18K
|
1.03K
$270K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22.2K- 1.46% |
$5.16M - $5.88M
|
1.5M
$393M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 4.25% |
$19.1K - $21.7K
|
2.01K
$527K
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
910New |
$212K - $241K
|
910
$238K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-354- 4.56% |
$82.3K - $93.9K
|
7.42K
$1.94M
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-117- 9.11% |
$27.2K - $31K
|
1.17K
$306K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
63+ 7.41% |
$14.6K - $16.7K
|
913
$239K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-42- 1.33% |
$9.76K - $11.1K
|
3.12K
$817K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
26.2K+ 3.65% |
$6.09M - $6.95M
|
743K
$195M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.81K+ 81.5% |
$886K - $1.01M
|
8.49K
$2.22M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-54- 0.67% |
$12.6K - $14.3K
|
7.95K
$2.08M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-3.27K- 6.91% |
$760K - $867K
|
44.1K
$11.5M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.05K- 10.97% |
$244K - $279K
|
8.53K
$2.24M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 1.96% |
$8.6K - $9.81K
|
1.85K
$485K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
445+ 36.03% |
$103K - $118K
|
1.68K
$440K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 2.71% |
$17K - $19.4K
|
2.77K
$725K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 9.01% |
$29.1K - $33.1K
|
1.26K
$331K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.95K- 50.0% |
$452K - $516K
|
1.95K
$510K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.23K+ 75.6% |
$2.15M - $2.45M
|
21.4K
$5.62M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
15+ 0.61% |
$3.49K - $3.98K
|
2.48K
$649K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-172- 11.46% |
$40K - $45.6K
|
1.33K
$348K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
818New |
$190K - $217K
|
818
$214K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-181- 2.4% |
$42.1K - $48K
|
7.35K
$1.92M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-28.1K- 14.14% |
$6.53M - $7.45M
|
171K
$44.7M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.59K- 51.16% |
$370K - $422K
|
1.52K
$398K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-187- 0.56% |
$43.5K - $49.6K
|
33.5K
$8.77M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-537- 8.62% |
$125K - $142K
|
5.69K
$1.49M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-88- 0.75% |
$20.5K - $23.3K
|
11.7K
$3.06M
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.35KNew |
$546K - $623K
|
2.35K
$615K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-178- 7.46% |
$41.4K - $47.2K
|
2.21K
$578K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23+ 0.42% |
$5.35K - $6.1K
|
5.54K
$1.45M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-543- 2.67% |
$126K - $144K
|
19.8K
$5.18M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16K+ 16.29% |
$3.73M - $4.25M
|
114K
$30M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-304- 10.48% |
$70.7K - $80.6K
|
2.6K
$680K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2- 0.06% |
$465 - $530
|
3.26K
$854K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-191- 9.46% |
$44.4K - $50.6K
|
1.83K
$479K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.5% |
$1.39K - $1.59K
|
1.2K
$313K
|