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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.23% |
$232 - $265
|
82
$21.6K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.03% |
$232 - $265
|
3.99K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 0.49% |
$232 - $265
|
202
$53.2K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 20.0% |
$232 - $265
|
4
$1.05K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$465 - $530
|
2.75K
$724K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2- 0.14% |
$465 - $530
|
1.39K
$366K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 0.05% |
$465 - $530
|
3.76K
$991K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2- 0.09% |
$465 - $530
|
2.1K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-2- 0.05% |
$465 - $530
|
4.36K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2- 0.06% |
$465 - $530
|
3.26K
$858K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2- 0.17% |
$465 - $530
|
1.16K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2- 0.18% |
$465 - $530
|
1.08K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3- 0.12% |
$697 - $795
|
2.55K
$670K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3- 0.25% |
$697 - $795
|
1.22K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-3- 0.22% |
$697 - $795
|
1.34K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-4- 0.15% |
$930 - $1.06K
|
2.62K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4- 2.8% |
$930 - $1.06K
|
139
$36.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-5- 0.15% |
$1.16K - $1.33K
|
3.25K
$856K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-5- 0.03% |
$1.16K - $1.33K
|
15.5K
$4.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-5- 5.75% |
$1.16K - $1.33K
|
82
$21.6K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-5- 0.26% |
$1.16K - $1.33K
|
1.89K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-5- 1.37% |
$1.16K - $1.33K
|
359
$94.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5- 0.21% |
$1.16K - $1.33K
|
2.36K
$622K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.13% |
$1.16K - $1.33K
|
3.82K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5Closed |
$1.16K - $1.33K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5- 2.44% |
$1.16K - $1.33K
|
200
$52.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6- 0.46% |
$1.39K - $1.59K
|
1.31K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-6- 0.61% |
$1.39K - $1.59K
|
970
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-7- 0.68% |
$1.63K - $1.86K
|
1.02K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 9.86% |
$1.63K - $1.86K
|
64
$16.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8- 0.53% |
$1.86K - $2.12K
|
1.5K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 72.73% |
$1.86K - $2.12K
|
3
$790
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-9- 0.64% |
$2.09K - $2.39K
|
1.39K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9- 0.78% |
$2.09K - $2.39K
|
1.15K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-9- 0.46% |
$2.09K - $2.39K
|
1.94K
$509K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9- 0.6% |
$2.09K - $2.39K
|
1.5K
$394K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-10- 0.68% |
$2.32K - $2.65K
|
1.46K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.35% |
$2.32K - $2.65K
|
2.85K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 3.41% |
$2.56K - $2.92K
|
312
$82.1K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.26% |
$2.56K - $2.92K
|
862
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-12- 8.0% |
$2.79K - $3.18K
|
138
$36.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-12- 1.11% |
$2.79K - $3.18K
|
1.07K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-12- 8.96% |
$2.79K - $3.18K
|
122
$32.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-12- 7.45% |
$2.79K - $3.18K
|
149
$39.2K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-12- 1.15% |
$2.79K - $3.18K
|
1.03K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12- 1.11% |
$2.79K - $3.18K
|
1.07K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-13- 6.37% |
$3.02K - $3.45K
|
191
$50.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 13.46% |
$3.25K - $3.71K
|
90
$23.7K
|