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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
176+ 17.22% |
$40.9K - $46.7K
|
1.2K
$320K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
175+ 10.12% |
$40.7K - $46.4K
|
1.9K
$508K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
171+ 79.17% |
$39.7K - $45.3K
|
387
$103K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
166+ 2.89% |
$38.6K - $44K
|
5.9K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
165+ 15.35% |
$38.4K - $43.7K
|
1.24K
$331K
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
164+ 4.45% |
$38.1K - $43.5K
|
3.85K
$1.03M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$38.1K - $43.5K
|
527
$141K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
163+ 4.16% |
$37.9K - $43.2K
|
4.08K
$1.09M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
158+ 4.56% |
$36.7K - $41.9K
|
3.63K
$967K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
157+ 1.97% |
$36.5K - $41.6K
|
8.12K
$2.17M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
155+ 15.26% |
$36K - $41.1K
|
1.17K
$312K
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
153+ 3.26% |
$35.6K - $40.6K
|
4.85K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
149+ 37.34% |
$34.6K - $39.5K
|
548
$146K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
141+ 2.94% |
$32.8K - $37.4K
|
4.94K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 3.32% |
$32.8K - $37.4K
|
4.39K
$1.17M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
134+ 219.67% |
$31.1K - $35.5K
|
195
$52K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
133+ 33.42% |
$30.9K - $35.3K
|
531
$142K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
131+ 5.5% |
$30.4K - $34.7K
|
2.51K
$670K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
130+ 13.99% |
$30.2K - $34.5K
|
1.06K
$283K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
128+ 4.22% |
$29.8K - $33.9K
|
3.16K
$843K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
127New |
$29.5K - $33.7K
|
127
$33.9K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
125New |
$29.1K - $33.1K
|
125
$33.3K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
121+ 6.31% |
$28.1K - $32.1K
|
2.04K
$544K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
120New |
$27.9K - $31.8K
|
120
$32K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
118+ 5.02% |
$27.4K - $31.3K
|
2.47K
$659K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
117+ 1.88% |
$27.2K - $31K
|
6.33K
$1.69M
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
116+ 12.22% |
$27K - $30.8K
|
1.07K
$284K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
113+ 8.04% |
$26.3K - $30K
|
1.52K
$405K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
110+ 6.77% |
$25.6K - $29.2K
|
1.74K
$463K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.57% |
$25.6K - $29.2K
|
19.5K
$5.21M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
106+ 2.44% |
$24.6K - $28.1K
|
4.45K
$1.19M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
104New |
$24.2K - $27.6K
|
104
$27.7K
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.38% |
$23.2K - $26.5K
|
26.7K
$7.12M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
100New |
$23.2K - $26.5K
|
100
$26.7K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 13.33% |
$23.2K - $26.5K
|
850
$227K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
99+ 2.0% |
$23K - $26.2K
|
5.05K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 0.82% |
$23K - $26.2K
|
12.1K
$3.23M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
93+ 2.47% |
$21.6K - $24.7K
|
3.85K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
92+ 5.16% |
$21.4K - $24.4K
|
1.88K
$500K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
92+ 5.05% |
$21.4K - $24.4K
|
1.91K
$510K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
91+ 8.29% |
$21.2K - $24.1K
|
1.19K
$317K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
89New |
$20.7K - $23.6K
|
89
$23.7K
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
89+ 9.43% |
$20.7K - $23.6K
|
1.03K
$276K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 248.57% |
$20.2K - $23.1K
|
122
$32.5K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
86New |
$20K - $22.8K
|
86
$22.9K
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
86+ 9.92% |
$20K - $22.8K
|
953
$254K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
84+ 700.0% |
$19.5K - $22.3K
|
96
$25.6K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
83+ 2.53% |
$19.3K - $22K
|
3.36K
$896K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 4.25% |
$19.1K - $21.7K
|
2.01K
$537K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
82+ 5.47% |
$19.1K - $21.7K
|
1.58K
$422K
|