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 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-291- 14.08% |
$67.6K - $77.2K
|
1.78K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-292- 7.52% |
$67.9K - $77.4K
|
3.59K
$945K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-297- 5.54% |
$69K - $78.7K
|
5.06K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-298- 4.93% |
$69.3K - $79K
|
5.75K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.76% |
$69.7K - $79.5K
|
10.6K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-300- 7.48% |
$69.7K - $79.5K
|
3.71K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-301- 17.23% |
$70K - $79.8K
|
1.45K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-302- 12.38% |
$70.2K - $80.1K
|
2.14K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-304- 10.48% |
$70.7K - $80.6K
|
2.6K
$683K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-306- 17.36% |
$71.1K - $81.1K
|
1.46K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-312- 20.76% |
$72.5K - $82.7K
|
1.19K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-329- 5.68% |
$76.5K - $87.2K
|
5.46K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-332- 1.87% |
$77.2K - $88K
|
17.4K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-339- 4.1% |
$78.8K - $89.9K
|
7.92K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-343- 9.74% |
$79.7K - $90.9K
|
3.18K
$837K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-350- 3.42% |
$81.4K - $92.8K
|
9.89K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-351- 3.94% |
$81.6K - $93.1K
|
8.55K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-354- 13.41% |
$82.3K - $93.9K
|
2.29K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-354- 4.56% |
$82.3K - $93.9K
|
7.42K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-362- 4.09% |
$84.1K - $96K
|
8.49K
$2.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-366- 5.22% |
$85.1K - $97K
|
6.65K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-368- 0.95% |
$85.5K - $97.6K
|
38.3K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-375- 5.78% |
$87.2K - $99.4K
|
6.11K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-375- 6.87% |
$87.2K - $99.4K
|
5.09K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-376- 1.13% |
$87.4K - $99.7K
|
32.9K
$8.65M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-377- 1.95% |
$87.6K - $100K
|
19K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-381- 4.38% |
$88.6K - $101K
|
8.31K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-382- 8.39% |
$88.8K - $101K
|
4.17K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-391- 22.28% |
$90.9K - $104K
|
1.36K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-392- 77.62% |
$91.1K - $104K
|
113
$29.7K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-394- 28.28% |
$91.6K - $104K
|
999
$263K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-395- 3.38% |
$91.8K - $105K
|
11.3K
$2.97M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-401- 4.3% |
$93.2K - $106K
|
8.92K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-407- 52.45% |
$94.6K - $108K
|
369
$97.1K
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-411- 3.76% |
$95.5K - $109K
|
10.5K
$2.77M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-413- 13.99% |
$96K - $109K
|
2.54K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-413- 2.44% |
$96K - $109K
|
16.5K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-415- 13.79% |
$96.5K - $110K
|
2.6K
$683K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-417- 0.45% |
$96.9K - $111K
|
91.8K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-419- 2.71% |
$97.4K - $111K
|
15K
$3.96M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-426- 5.87% |
$99K - $113K
|
6.83K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-431- 1.84% |
$100K - $114K
|
23.1K
$6.07M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-435- 3.62% |
$101K - $115K
|
11.6K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-440- 2.36% |
$102K - $117K
|
18.2K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-441- 6.58% |
$103K - $117K
|
6.26K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-444- 2.42% |
$103K - $118K
|
17.9K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-446- 17.72% |
$104K - $118K
|
2.07K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-449- 9.84% |
$104K - $119K
|
4.11K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-450- 5.53% |
$105K - $119K
|
7.68K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-452- 27.0% |
$105K - $120K
|
1.22K
$322K
|