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 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
45New |
$10.5K - $11.9K
|
45
$11.8K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
45+ 0.69% |
$10.5K - $11.9K
|
6.58K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 0.32% |
$10.5K - $11.9K
|
14.2K
$3.73M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 7.44% |
$10.5K - $11.9K
|
650
$171K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
44+ 0.6% |
$10.2K - $11.7K
|
7.32K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 5.2% |
$10.2K - $11.7K
|
890
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
43New |
$9.99K - $11.4K
|
43
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
41+ 1.32% |
$9.53K - $10.9K
|
3.15K
$829K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
40New |
$9.3K - $10.6K
|
40
$10.5K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.19% |
$9.3K - $10.6K
|
20.6K
$5.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 8.82% |
$9.06K - $10.3K
|
481
$127K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
39+ 0.89% |
$9.06K - $10.3K
|
4.43K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
39+ 13.93% |
$9.06K - $10.3K
|
319
$84K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38+ 3.31% |
$8.83K - $10.1K
|
1.19K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
38+ 1.96% |
$8.83K - $10.1K
|
1.97K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
37+ 1.08% |
$8.6K - $9.81K
|
3.45K
$908K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
36+ 2.07% |
$8.37K - $9.54K
|
1.77K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
35+ 0.88% |
$8.14K - $9.28K
|
4.03K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
34+ 0.74% |
$7.9K - $9.01K
|
4.61K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34+ 1.66% |
$7.9K - $9.01K
|
2.08K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
33+ 0.25% |
$7.67K - $8.75K
|
13.1K
$3.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
33+ 3.08% |
$7.67K - $8.75K
|
1.1K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33+ 3.19% |
$7.67K - $8.75K
|
1.07K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 32.35% |
$7.67K - $8.75K
|
135
$35.5K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
32+ 0.66% |
$7.44K - $8.48K
|
4.87K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
31+ 79.49% |
$7.21K - $8.22K
|
70
$18.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
31+ 10.73% |
$7.21K - $8.22K
|
320
$84.2K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
31+ 2.66% |
$7.21K - $8.22K
|
1.2K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 0.9% |
$6.97K - $7.95K
|
3.36K
$883K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
29+ 0.06% |
$6.74K - $7.69K
|
52K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29+ 2.93% |
$6.74K - $7.69K
|
1.02K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 0.03% |
$6.74K - $7.69K
|
86.8K
$22.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 41.79% |
$6.51K - $7.42K
|
95
$25K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
27+ 1.99% |
$6.28K - $7.16K
|
1.38K
$364K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27+ 17.09% |
$6.28K - $7.16K
|
185
$48.7K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27+ 0.34% |
$6.28K - $7.16K
|
8.03K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 0.69% |
$5.81K - $6.63K
|
3.66K
$963K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
25+ 0.33% |
$5.81K - $6.63K
|
7.54K
$1.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 50.0% |
$5.81K - $6.63K
|
75
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25+ 2.2% |
$5.81K - $6.63K
|
1.16K
$306K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
25New |
$5.81K - $6.63K
|
25
$6.58K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
24+ 1.95% |
$5.58K - $6.36K
|
1.25K
$330K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
24+ 0.86% |
$5.58K - $6.36K
|
2.81K
$741K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 2.73% |
$5.35K - $6.1K
|
866
$228K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23+ 0.42% |
$5.35K - $6.1K
|
5.54K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
22+ 0.85% |
$5.11K - $5.83K
|
2.61K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
21+ 1.06% |
$4.88K - $5.57K
|
2K
$525K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
21New |
$4.88K - $5.57K
|
21
$5.53K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 210.0% |
$4.88K - $5.57K
|
31
$8.16K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
21+ 0.27% |
$4.88K - $5.57K
|
7.91K
$2.08M
|