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 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-110- 3.82% |
$25.6K - $29.2K
|
2.77K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-112- 10.63% |
$26K - $29.7K
|
942
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-117- 5.5% |
$27.2K - $31K
|
2.01K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-117- 3.75% |
$27.2K - $31K
|
3.01K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-117- 9.11% |
$27.2K - $31K
|
1.17K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-117- 3.51% |
$27.2K - $31K
|
3.21K
$846K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-118- 0.8% |
$27.4K - $31.3K
|
14.7K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-119- 1.25% |
$27.7K - $31.6K
|
9.43K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-119- 0.89% |
$27.7K - $31.6K
|
13.3K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-124- 3.67% |
$28.8K - $32.9K
|
3.26K
$858K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-125- 10.79% |
$29.1K - $33.1K
|
1.03K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 9.01% |
$29.1K - $33.1K
|
1.26K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-127- 10.0% |
$29.5K - $33.7K
|
1.14K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-128- 4.25% |
$29.8K - $33.9K
|
2.88K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-133- 6.31% |
$30.9K - $35.3K
|
1.97K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-134- 9.71% |
$31.1K - $35.5K
|
1.25K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134- 2.0% |
$31.1K - $35.5K
|
6.55K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-135- 12.68% |
$31.4K - $35.8K
|
930
$245K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-137- 5.34% |
$31.8K - $36.3K
|
2.43K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-137- 4.49% |
$31.8K - $36.3K
|
2.91K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-141- 1.22% |
$32.8K - $37.4K
|
11.4K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-144- 1.02% |
$33.5K - $38.2K
|
13.9K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-145- 1.32% |
$33.7K - $38.4K
|
10.9K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-150- 3.33% |
$34.9K - $39.8K
|
4.36K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152- 0.7% |
$35.3K - $40.3K
|
21.4K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-153- 2.34% |
$35.6K - $40.6K
|
6.4K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-155- 0.34% |
$36K - $41.1K
|
45.8K
$12.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-160- 11.7% |
$37.2K - $42.4K
|
1.21K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-162- 15.1% |
$37.7K - $43K
|
911
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-167- 13.21% |
$38.8K - $44.3K
|
1.1K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-167- 12.75% |
$38.8K - $44.3K
|
1.14K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-168- 15.36% |
$39K - $44.5K
|
926
$244K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-169- 21.75% |
$39.3K - $44.8K
|
608
$160K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-169- 62.36% |
$39.3K - $44.8K
|
102
$26.9K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-170- 26.52% |
$39.5K - $45.1K
|
471
$124K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-170- 4.33% |
$39.5K - $45.1K
|
3.76K
$990K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-171- 4.41% |
$39.7K - $45.3K
|
3.7K
$975K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-172- 10.82% |
$40K - $45.6K
|
1.42K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-172- 11.46% |
$40K - $45.6K
|
1.33K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-176- 5.06% |
$40.9K - $46.7K
|
3.31K
$870K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-178- 14.51% |
$41.4K - $47.2K
|
1.05K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-178- 7.46% |
$41.4K - $47.2K
|
2.21K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-181- 18.49% |
$42.1K - $48K
|
798
$210K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-181- 2.4% |
$42.1K - $48K
|
7.35K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-187- 0.56% |
$43.5K - $49.6K
|
33.5K
$8.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-188- 2.7% |
$43.7K - $49.8K
|
6.78K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-191- 9.46% |
$44.4K - $50.6K
|
1.83K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-191- 10.79% |
$44.4K - $50.6K
|
1.58K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-193- 11.81% |
$44.9K - $51.2K
|
1.44K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-195- 16.44% |
$45.3K - $51.7K
|
991
$261K
|