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 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.32% |
$930 - $1.06K
|
1.25K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
4+ 0.11% |
$930 - $1.06K
|
3.62K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$930 - $1.06K
|
4
$1.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4New |
$930 - $1.06K
|
4
$1.05K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.26% |
$930 - $1.06K
|
1.52K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 0.48% |
$930 - $1.06K
|
833
$219K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.35% |
$930 - $1.06K
|
1.16K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4+ 0.36% |
$930 - $1.06K
|
1.1K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4+ 0.07% |
$930 - $1.06K
|
6.01K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$930 - $1.06K
|
2.69K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 1.31% |
$930 - $1.06K
|
310
$81.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.06% |
$930 - $1.06K
|
7.21K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4+ 0.34% |
$930 - $1.06K
|
1.18K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
3+ 0.18% |
$697 - $795
|
1.65K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3+ 0.16% |
$697 - $795
|
1.84K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.39% |
$697 - $795
|
764
$201K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$697 - $795
|
3
$790
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3New |
$697 - $795
|
3
$790
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.26% |
$697 - $795
|
1.14K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3+ 0.29% |
$697 - $795
|
1.03K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.14% |
$697 - $795
|
2.12K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 6.67% |
$465 - $530
|
32
$8.42K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$465 - $530
|
919
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$465 - $530
|
1.12K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2+ 0.22% |
$465 - $530
|
923
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.3% |
$465 - $530
|
672
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 1.41% |
$465 - $530
|
144
$37.9K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$465 - $530
|
2
$526
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2+ 18.18% |
$465 - $530
|
13
$3.42K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$465 - $530
|
2
$526
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.63% |
$465 - $530
|
317
$83.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$232 - $265
|
1
$263
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$232 - $265
|
877
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.12% |
$232 - $265
|
860
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$232 - $265
|
7
$1.84K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.33% |
$232 - $265
|
301
$79.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.06% |
$232 - $265
|
1.81K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.09% |
$232 - $265
|
1.12K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$232 - $265
|
1.2K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.38% |
$232 - $265
|
265
$69.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.08% |
$232 - $265
|
1.23K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.29% |
$232 - $265
|
345
$90.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.56% |
$232 - $265
|
40
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
1+ 0.1% |
$232 - $265
|
1.02K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.11% |
$232 - $265
|
878
$231K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.16% |
$232 - $265
|
619
$163K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.49% |
$232 - $265
|
206
$54.2K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.55% |
$232 - $265
|
182
$47.9K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$232 - $265
|
1
$263
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.48% |
$232 - $265
|
210
$55.3K
|