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
|
Mqs Management LLC
|
BUY
|
- |
1.76KNew |
$410K - $468K
|
1.76K
$462K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.76KNew |
$409K - $467K
|
1.76K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 163.07% |
$407K - $465K
|
2.83K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72KNew |
$400K - $456K
|
1.72K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.71K+ 8.66% |
$398K - $454K
|
21.5K
$5.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.7K+ 47.28% |
$396K - $452K
|
5.31K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.7K+ 203.84% |
$395K - $451K
|
2.53K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.66K+ 2.81% |
$385K - $439K
|
60.6K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$380K - $433K
|
1.63K
$428K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.61K+ 10.12% |
$374K - $427K
|
17.5K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.6K+ 6658.33% |
$371K - $424K
|
1.62K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.54K+ 20.45% |
$357K - $408K
|
9.06K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.47K+ 74.94% |
$343K - $391K
|
3.44K
$901K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.45KNew |
$337K - $385K
|
1.45K
$380K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.45KNew |
$336K - $384K
|
1.45K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.44KNew |
$336K - $383K
|
1.44K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.44KNew |
$335K - $382K
|
1.44K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.41K+ 21.23% |
$327K - $374K
|
8.05K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.4KNew |
$325K - $371K
|
1.4K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.4K+ 23.99% |
$324K - $370K
|
7.21K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.39KNew |
$324K - $370K
|
1.39K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.36K+ 425.0% |
$316K - $361K
|
1.68K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.36K+ 12.84% |
$316K - $361K
|
12K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.34K+ 8.68% |
$312K - $356K
|
16.8K
$4.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.34KNew |
$311K - $354K
|
1.34K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.32KNew |
$306K - $349K
|
1.32K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.3K+ 8.19% |
$301K - $344K
|
17.1K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.3K+ 24.7% |
$301K - $344K
|
6.55K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.28KNew |
$297K - $339K
|
1.28K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.24KNew |
$288K - $328K
|
1.24K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.24K+ 1.89% |
$287K - $328K
|
66.6K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 2.43% |
$287K - $327K
|
52K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.23K+ 101.57% |
$286K - $326K
|
2.44K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.22KNew |
$283K - $323K
|
1.22K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$282K - $321K
|
1.21K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.17KNew |
$272K - $310K
|
1.17K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.16KNew |
$270K - $308K
|
1.16K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.15KNew |
$266K - $304K
|
1.15K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.15KNew |
$266K - $304K
|
1.15K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.14KNew |
$265K - $303K
|
1.14K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 9.46% |
$260K - $296K
|
12.9K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.11K+ 0.92% |
$258K - $294K
|
122K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 22.8% |
$255K - $291K
|
5.92K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.08KNew |
$251K - $286K
|
1.08K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.07KNew |
$249K - $284K
|
1.07K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.06KNew |
$247K - $282K
|
1.06K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 6.92% |
$246K - $281K
|
16.4K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.05KNew |
$244K - $278K
|
1.05K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 40.28% |
$244K - $278K
|
3.65K
$956K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.05K+ 9.77% |
$244K - $278K
|
11.8K
$3.09M
|