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 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-14- 0.18% |
$3.25K - $3.71K
|
7.94K
$2.09M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-15- 1.34% |
$3.49K - $3.98K
|
1.11K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.63% |
$3.49K - $3.98K
|
2.38K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15- 0.85% |
$3.49K - $3.98K
|
1.76K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-15- 0.22% |
$3.49K - $3.98K
|
6.81K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15- 0.46% |
$3.49K - $3.98K
|
3.22K
$848K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-16- 1.63% |
$3.72K - $4.24K
|
964
$254K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.86% |
$3.72K - $4.24K
|
1.84K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-16- 1.99% |
$3.72K - $4.24K
|
790
$208K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-16- 1.62% |
$3.72K - $4.24K
|
970
$255K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-16- 1.82% |
$3.72K - $4.24K
|
861
$227K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-17- 0.5% |
$3.95K - $4.51K
|
3.36K
$884K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-17- 0.44% |
$3.95K - $4.51K
|
3.87K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18- 1.79% |
$4.18K - $4.77K
|
988
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.04% |
$4.18K - $4.77K
|
41.2K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-18- 1.17% |
$4.18K - $4.77K
|
1.52K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-18- 0.93% |
$4.18K - $4.77K
|
1.92K
$504K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-19- 8.02% |
$4.42K - $5.04K
|
218
$57.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-19- 0.69% |
$4.42K - $5.04K
|
2.74K
$722K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 0.72% |
$4.65K - $5.3K
|
2.78K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-21- 1.3% |
$4.88K - $5.57K
|
1.59K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-22- 1.35% |
$5.11K - $5.83K
|
1.61K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 1.09% |
$5.11K - $5.83K
|
2K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-22- 1.71% |
$5.11K - $5.83K
|
1.27K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-23- 0.02% |
$5.35K - $6.1K
|
94.2K
$24.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-24- 0.72% |
$5.58K - $6.36K
|
3.32K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-24- 0.96% |
$5.58K - $6.36K
|
2.48K
$652K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-24- 45.28% |
$5.58K - $6.36K
|
29
$7.63K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-24- 1.05% |
$5.58K - $6.36K
|
2.27K
$598K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-25- 2.77% |
$5.81K - $6.63K
|
879
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-25- 1.84% |
$5.81K - $6.63K
|
1.34K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-25- 2.0% |
$5.81K - $6.63K
|
1.23K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 2.15% |
$5.81K - $6.63K
|
1.14K
$299K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 0.06% |
$5.81K - $6.63K
|
41.7K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-26- 0.16% |
$6.04K - $6.89K
|
16.7K
$4.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-28- 0.55% |
$6.51K - $7.42K
|
5.05K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-30- 1.05% |
$6.97K - $7.95K
|
2.83K
$745K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 3.49% |
$6.97K - $7.95K
|
830
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-31- 3.68% |
$7.21K - $8.22K
|
812
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-31- 1.87% |
$7.21K - $8.22K
|
1.63K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-32- 1.23% |
$7.44K - $8.48K
|
2.57K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-32- 5.11% |
$7.44K - $8.48K
|
594
$156K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-33- 1.75% |
$7.67K - $8.75K
|
1.86K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-33- 2.05% |
$7.67K - $8.75K
|
1.58K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-33- 3.73% |
$7.67K - $8.75K
|
851
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-34- 3.95% |
$7.9K - $9.01K
|
826
$217K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 1.31% |
$7.9K - $9.01K
|
2.56K
$675K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-35- 2.86% |
$8.14K - $9.28K
|
1.19K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-35- 5.78% |
$8.14K - $9.28K
|
571
$150K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-35- 2.18% |
$8.14K - $9.28K
|
1.57K
$413K
|