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 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
20+ 0.85% |
$4.65K - $5.3K
|
2.37K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 0.36% |
$4.65K - $5.3K
|
5.57K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.63% |
$4.65K - $5.3K
|
3.18K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 1.7% |
$4.42K - $5.04K
|
1.14K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18+ 2.08% |
$4.18K - $4.77K
|
884
$233K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
18+ 7.09% |
$4.18K - $4.77K
|
272
$71.6K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17New |
$3.95K - $4.51K
|
17
$4.48K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 2.28% |
$3.95K - $4.51K
|
761
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 17.58% |
$3.72K - $4.24K
|
107
$28.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
16+ 1.88% |
$3.72K - $4.24K
|
865
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$3.49K - $3.98K
|
15
$3.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15New |
$3.49K - $3.98K
|
15
$3.95K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 16.3% |
$3.49K - $3.98K
|
107
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
15+ 0.61% |
$3.49K - $3.98K
|
2.48K
$652K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14+ 1.37% |
$3.25K - $3.71K
|
1.04K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14+ 0.3% |
$3.25K - $3.71K
|
4.76K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13+ 3.77% |
$3.02K - $3.45K
|
358
$94.2K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13+ 1.47% |
$3.02K - $3.45K
|
897
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12+ 0.87% |
$2.79K - $3.18K
|
1.4K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.52% |
$2.79K - $3.18K
|
2.34K
$616K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 16.92% |
$2.56K - $2.92K
|
76
$20K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
11+ 1.0% |
$2.56K - $2.92K
|
1.11K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 21.57% |
$2.56K - $2.92K
|
62
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 2.2% |
$2.56K - $2.92K
|
511
$135K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
10+ 0.61% |
$2.32K - $2.65K
|
1.65K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 1.07% |
$2.09K - $2.39K
|
847
$223K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.11% |
$2.09K - $2.39K
|
7.91K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$1.86K - $2.12K
|
4.23K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.1% |
$1.86K - $2.12K
|
7.98K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.16% |
$1.86K - $2.12K
|
5.1K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 2.38% |
$1.86K - $2.12K
|
344
$90.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.84K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
7+ 0.2% |
$1.63K - $1.86K
|
3.51K
$924K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.31% |
$1.63K - $1.86K
|
2.3K
$605K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.84K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.84K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$1.63K - $1.86K
|
7
$1.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 13.33% |
$1.39K - $1.59K
|
51
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$1.39K - $1.59K
|
5.07K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$1.39K - $1.59K
|
6
$1.58K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.5% |
$1.39K - $1.59K
|
1.2K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
5+ 0.24% |
$1.16K - $1.33K
|
2.08K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 1.08% |
$1.16K - $1.33K
|
470
$124K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 4.2% |
$1.16K - $1.33K
|
124
$32.6K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$1.16K - $1.33K
|
7
$1.84K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.07% |
$1.16K - $1.33K
|
7.62K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$1.16K - $1.33K
|
5
$1.32K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
5+ 0.2% |
$1.16K - $1.33K
|
2.51K
$660K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$1.16K - $1.33K
|
5
$1.32K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4+ 0.4% |
$930 - $1.06K
|
1.01K
$267K
|