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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-37- 36.63% |
$8.6K - $9.81K
|
64
$16.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 1.96% |
$8.6K - $9.81K
|
1.85K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-38- 1.73% |
$8.83K - $10.1K
|
2.16K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-38- 4.52% |
$8.83K - $10.1K
|
802
$211K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$8.83K - $10.1K
|
8.88K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-38- 2.68% |
$8.83K - $10.1K
|
1.38K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 2.35% |
$9.3K - $10.6K
|
1.66K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-40- 0.09% |
$9.3K - $10.6K
|
43.4K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-40- 0.85% |
$9.3K - $10.6K
|
4.69K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-41- 25.0% |
$9.53K - $10.9K
|
123
$32.4K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-41- 4.58% |
$9.53K - $10.9K
|
855
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-42- 2.16% |
$9.76K - $11.1K
|
1.9K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-42- 2.97% |
$9.76K - $11.1K
|
1.37K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-42- 1.33% |
$9.76K - $11.1K
|
3.12K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-43- 1.83% |
$9.99K - $11.4K
|
2.31K
$607K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44- 2.48% |
$10.2K - $11.7K
|
1.73K
$455K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-45- 3.41% |
$10.5K - $11.9K
|
1.28K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 0.12% |
$10.5K - $11.9K
|
36.1K
$9.5M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 4.6% |
$10.7K - $12.2K
|
955
$251K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-47- 1.6% |
$10.9K - $12.5K
|
2.89K
$761K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-47- 4.16% |
$10.9K - $12.5K
|
1.08K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-47- 2.63% |
$10.9K - $12.5K
|
1.74K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-47- 1.51% |
$10.9K - $12.5K
|
3.07K
$808K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-48- 0.33% |
$11.2K - $12.7K
|
14.6K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-48- 3.12% |
$11.2K - $12.7K
|
1.49K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-49- 1.2% |
$11.4K - $13K
|
4.03K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 1.46% |
$11.6K - $13.3K
|
3.37K
$888K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-50- 7.69% |
$11.6K - $13.3K
|
600
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-50- 5.35% |
$11.6K - $13.3K
|
885
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 1.51% |
$11.6K - $13.3K
|
3.27K
$860K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-50- 3.23% |
$11.6K - $13.3K
|
1.5K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-52- 2.25% |
$12.1K - $13.8K
|
2.26K
$596K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-53- 3.85% |
$12.3K - $14.1K
|
1.33K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-54- 2.0% |
$12.6K - $14.3K
|
2.64K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-54- 0.67% |
$12.6K - $14.3K
|
7.95K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-55- 6.47% |
$12.8K - $14.6K
|
795
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-55- 2.46% |
$12.8K - $14.6K
|
2.18K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-55- 2.8% |
$12.8K - $14.6K
|
1.91K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-57- 4.38% |
$13.2K - $15.1K
|
1.24K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-58- 6.41% |
$13.5K - $15.4K
|
847
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-59- 0.87% |
$13.7K - $15.6K
|
6.69K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-59- 6.34% |
$13.7K - $15.6K
|
871
$229K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-60- 1.04% |
$13.9K - $15.9K
|
5.69K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-61- 1.65% |
$14.2K - $16.2K
|
3.63K
$955K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-63- 0.36% |
$14.6K - $16.7K
|
17.4K
$4.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-63- 7.46% |
$14.6K - $16.7K
|
782
$206K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-65- 2.42% |
$15.1K - $17.2K
|
2.62K
$689K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-65- 7.14% |
$15.1K - $17.2K
|
846
$223K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-66- 0.41% |
$15.3K - $17.5K
|
16.1K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-68- 4.01% |
$15.8K - $18K
|
1.63K
$428K
|