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 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.38KNew |
$553K - $631K
|
2.38K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5- 2.44% |
$1.16K - $1.33K
|
200
$52.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
721+ 50.17% |
$168K - $191K
|
2.16K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-99- 10.93% |
$23K - $26.2K
|
807
$211K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4+ 0.36% |
$930 - $1.06K
|
1.1K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-395- 3.38% |
$91.8K - $105K
|
11.3K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-137- 5.34% |
$31.8K - $36.3K
|
2.43K
$636K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
308New |
$71.6K - $81.7K
|
308
$80.7K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
80+ 1.22% |
$18.6K - $21.2K
|
6.62K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
696+ 5.39% |
$162K - $185K
|
13.6K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
66+ 0.43% |
$15.3K - $17.5K
|
15.4K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-22- 1.71% |
$5.11K - $5.83K
|
1.27K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-86- 0.41% |
$20K - $22.8K
|
20.7K
$5.43M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.5KNew |
$813K - $927K
|
3.5K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-551- 1.92% |
$128K - $146K
|
28.1K
$7.37M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.9KNew |
$12.8M - $14.6M
|
54.9K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.5K- 55.75% |
$3.38M - $3.85M
|
11.5K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 9.38% |
$18.4K - $20.9K
|
921
$241K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-873- 5.17% |
$203K - $231K
|
16K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.09% |
$465 - $530
|
2.1K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-289- 1.43% |
$67.2K - $76.6K
|
19.9K
$5.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-247- 8.31% |
$57.4K - $65.5K
|
2.73K
$714K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15- 0.85% |
$3.49K - $3.98K
|
1.76K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.8K+ 9.7% |
$3.44M - $3.93M
|
167K
$43.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-110- 0.47% |
$25.6K - $29.2K
|
23.5K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-53- 3.85% |
$12.3K - $14.1K
|
1.33K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
93+ 2.47% |
$21.6K - $24.7K
|
3.85K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
807New |
$188K - $214K
|
807
$211K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
814New |
$189K - $216K
|
814
$213K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
609+ 4.94% |
$142K - $161K
|
12.9K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
509+ 22.77% |
$118K - $135K
|
2.74K
$719K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.54K+ 20.45% |
$357K - $408K
|
9.06K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-118- 0.8% |
$27.4K - $31.3K
|
14.7K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-16- 1.99% |
$3.72K - $4.24K
|
790
$207K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
225+ 3.56% |
$52.3K - $59.7K
|
6.54K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-867- 34.9% |
$202K - $230K
|
1.62K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-79- 0.86% |
$18.4K - $20.9K
|
9.12K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-54K- 51.92% |
$12.6M - $14.3M
|
50K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$1.39K - $1.59K
|
6
$1.57K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
53New |
$12.3K - $14.1K
|
53
$13.9K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
778+ 15.7% |
$181K - $206K
|
5.73K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-41- 25.0% |
$9.53K - $10.9K
|
123
$32.2K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.21K+ 32.47% |
$514K - $586K
|
9.02K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-196- 2.03% |
$45.6K - $52K
|
9.48K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-286- 2.83% |
$66.5K - $75.8K
|
9.83K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 3.32% |
$32.8K - $37.4K
|
4.39K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-218K- 27.6% |
$50.6M - $57.7M
|
571K
$150M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.1K+ 27.27% |
$488K - $557K
|
9.8K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
634+ 3.75% |
$147K - $168K
|
17.5K
$4.59M
|