Purchases and Sales Made in Q1 2025 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q1 2025. The information is specifically focused on institutions that hold shares of TRAVELERS COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
163+ 4.16% |
$37.9K - $43.2K
|
4.08K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
162+ 8.27% |
$37.7K - $43K
|
2.12K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
158+ 4.56% |
$36.7K - $41.9K
|
3.63K
$955K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
157+ 1.24% |
$36.5K - $41.6K
|
12.8K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
157+ 1.97% |
$36.5K - $41.6K
|
8.12K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
155+ 15.26% |
$36K - $41.1K
|
1.17K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
153+ 3.26% |
$35.6K - $40.6K
|
4.85K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
149+ 37.34% |
$34.6K - $39.5K
|
548
$144K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
145+ 2.25% |
$33.7K - $38.4K
|
6.6K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 3.32% |
$32.8K - $37.4K
|
4.39K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
141+ 2.94% |
$32.8K - $37.4K
|
4.94K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
134+ 219.67% |
$31.1K - $35.5K
|
195
$51.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
133+ 33.42% |
$30.9K - $35.3K
|
531
$140K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
131+ 5.5% |
$30.4K - $34.7K
|
2.51K
$662K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
130+ 13.99% |
$30.2K - $34.5K
|
1.06K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
128+ 4.22% |
$29.8K - $33.9K
|
3.16K
$832K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
127New |
$29.5K - $33.7K
|
127
$33.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
125New |
$29.1K - $33.1K
|
125
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
125+ 10.11% |
$29.1K - $33.1K
|
1.36K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
121+ 6.31% |
$28.1K - $32.1K
|
2.04K
$536K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
120New |
$27.9K - $31.8K
|
120
$31.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
118+ 5.02% |
$27.4K - $31.3K
|
2.47K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
117+ 1.88% |
$27.2K - $31K
|
6.33K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
116+ 12.22% |
$27K - $30.8K
|
1.07K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
113+ 8.04% |
$26.3K - $30K
|
1.52K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.57% |
$25.6K - $29.2K
|
19.5K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
110+ 6.77% |
$25.6K - $29.2K
|
1.74K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
109+ 0.28% |
$25.3K - $28.9K
|
38.5K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
106+ 2.44% |
$24.6K - $28.1K
|
4.45K
$1.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 8.6% |
$23.2K - $26.5K
|
1.26K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 13.33% |
$23.2K - $26.5K
|
850
$224K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
100New |
$23.2K - $26.5K
|
100
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.38% |
$23.2K - $26.5K
|
26.7K
$7.02M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 2.29% |
$23.2K - $26.5K
|
4.47K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 0.82% |
$23K - $26.2K
|
12.1K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
99+ 2.0% |
$23K - $26.2K
|
5.05K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
94+ 1.29% |
$21.8K - $24.9K
|
7.39K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
93+ 2.47% |
$21.6K - $24.7K
|
3.85K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
92+ 14.29% |
$21.4K - $24.4K
|
736
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
92+ 5.05% |
$21.4K - $24.4K
|
1.91K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
92+ 5.16% |
$21.4K - $24.4K
|
1.88K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
91+ 8.29% |
$21.2K - $24.1K
|
1.19K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
89+ 9.43% |
$20.7K - $23.6K
|
1.03K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
89New |
$20.7K - $23.6K
|
89
$23.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 248.57% |
$20.2K - $23.1K
|
122
$32.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.08% |
$20K - $22.8K
|
107K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
86+ 9.92% |
$20K - $22.8K
|
953
$251K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
86New |
$20K - $22.8K
|
86
$22.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
84+ 700.0% |
$19.5K - $22.3K
|
96
$25.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
83+ 2.53% |
$19.3K - $22K
|
3.36K
$884K
|