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 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
82+ 5.47% |
$19.1K - $21.7K
|
1.58K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 4.25% |
$19.1K - $21.7K
|
2.01K
$530K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
81+ 0.76% |
$18.8K - $21.5K
|
10.7K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
80+ 1.22% |
$18.6K - $21.2K
|
6.62K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
80+ 2.29% |
$18.6K - $21.2K
|
3.58K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
80+ 42.11% |
$18.6K - $21.2K
|
270
$71.1K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
79+ 0.9% |
$18.4K - $20.9K
|
8.83K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
79+ 9.38% |
$18.4K - $20.9K
|
921
$242K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
79+ 5.39% |
$18.4K - $20.9K
|
1.54K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
79+ 0.88% |
$18.4K - $20.9K
|
9.09K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78+ 12.7% |
$18.1K - $20.7K
|
692
$182K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
78+ 8.18% |
$18.1K - $20.7K
|
1.03K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
75+ 108.7% |
$17.4K - $19.9K
|
144
$37.9K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
73+ 4.41% |
$17K - $19.4K
|
1.73K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
73+ 2.71% |
$17K - $19.4K
|
2.77K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
72+ 900.0% |
$16.7K - $19.1K
|
80
$21.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
68+ 7.17% |
$15.8K - $18K
|
1.02K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
68+ 1.72% |
$15.8K - $18K
|
4.02K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
68+ 2.99% |
$15.8K - $18K
|
2.34K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
67+ 1.22% |
$15.6K - $17.8K
|
5.57K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
66+ 0.43% |
$15.3K - $17.5K
|
15.4K
$4.05M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
66+ 1.39% |
$15.3K - $17.5K
|
4.82K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 6.43% |
$15.1K - $17.2K
|
1.08K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
65+ 1.25% |
$15.1K - $17.2K
|
5.28K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$15.1K - $17.2K
|
65
$17.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
64+ 1.56% |
$14.9K - $17K
|
4.16K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
64+ 2.91% |
$14.9K - $17K
|
2.27K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
63+ 7.41% |
$14.6K - $16.7K
|
913
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
60+ 2.36% |
$13.9K - $15.9K
|
2.6K
$685K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
59+ 4.98% |
$13.7K - $15.6K
|
1.24K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
59+ 2950.0% |
$13.7K - $15.6K
|
61
$16.1K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58New |
$13.5K - $15.4K
|
58
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
55+ 1.08% |
$12.8K - $14.6K
|
5.17K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
55+ 0.07% |
$12.8K - $14.6K
|
77.2K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
55+ 4.31% |
$12.8K - $14.6K
|
1.33K
$351K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55+ 6.46% |
$12.8K - $14.6K
|
906
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
54+ 6.24% |
$12.6K - $14.3K
|
919
$242K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
53New |
$12.3K - $14.1K
|
53
$14K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
53New |
$12.3K - $14.1K
|
53
$14K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
53+ 12.8% |
$12.3K - $14.1K
|
467
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 32.5% |
$12.1K - $13.8K
|
212
$55.8K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
52+ 6.51% |
$12.1K - $13.8K
|
851
$224K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
51+ 1.07% |
$11.9K - $13.5K
|
4.8K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50+ 13.44% |
$11.6K - $13.3K
|
422
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
50+ 3.64% |
$11.6K - $13.3K
|
1.42K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$11.6K - $13.3K
|
50
$13.2K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
48+ 3.68% |
$11.2K - $12.7K
|
1.35K
$356K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 39.67% |
$11.2K - $12.7K
|
169
$44.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
47+ 0.17% |
$10.9K - $12.5K
|
28.1K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46New |
$10.7K - $12.2K
|
46
$12.1K
|