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 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
814New |
$189K - $216K
|
814
$213K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
813+ 8.62% |
$189K - $216K
|
10.2K
$2.68M
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
812New |
$189K - $215K
|
812
$213K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
809New |
$188K - $214K
|
809
$212K
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
808New |
$188K - $214K
|
808
$212K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
807New |
$188K - $214K
|
807
$211K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
806New |
$187K - $214K
|
806
$211K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
806New |
$187K - $214K
|
806
$211K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
801New |
$186K - $212K
|
801
$210K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
801New |
$186K - $212K
|
801
$210K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
801+ 20.62% |
$186K - $212K
|
4.69K
$1.23M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
800New |
$186K - $212K
|
800
$209K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
800New |
$186K - $212K
|
800
$209K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
791New |
$184K - $210K
|
791
$207K
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
790New |
$184K - $209K
|
790
$207K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
788New |
$183K - $209K
|
788
$206K
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
787New |
$183K - $209K
|
787
$206K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
785New |
$182K - $208K
|
785
$206K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
784New |
$182K - $208K
|
784
$205K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
782New |
$182K - $207K
|
782
$205K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
779New |
$181K - $207K
|
779
$204K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
778+ 15.7% |
$181K - $206K
|
5.73K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
778New |
$181K - $206K
|
778
$204K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
776New |
$180K - $206K
|
776
$203K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
775New |
$180K - $205K
|
775
$203K
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
773New |
$180K - $205K
|
773
$202K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
772New |
$179K - $205K
|
772
$202K
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
769+ 9.74% |
$179K - $204K
|
8.66K
$2.27M
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
768New |
$179K - $204K
|
768
$201K
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
756+ 50.0% |
$176K - $200K
|
2.27K
$594K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
721+ 50.17% |
$168K - $191K
|
2.16K
$565K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
707+ 1.07% |
$164K - $187K
|
66.6K
$17.4M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
696+ 5.39% |
$162K - $185K
|
13.6K
$3.56M
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
689+ 5.02% |
$160K - $183K
|
14.4K
$3.77M
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
685+ 1.27% |
$159K - $182K
|
54.6K
$14.3M
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
661+ 19.72% |
$154K - $175K
|
4.01K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
658+ 46.21% |
$153K - $174K
|
2.08K
$545K
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
658New |
$153K - $174K
|
658
$172K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
639+ 10.23% |
$149K - $169K
|
6.89K
$1.8M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
634+ 3.75% |
$147K - $168K
|
17.5K
$4.59M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
633+ 33.76% |
$147K - $168K
|
2.51K
$657K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
627New |
$146K - $166K
|
627
$164K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
621+ 28.76% |
$144K - $165K
|
2.78K
$728K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
618+ 1.59% |
$144K - $164K
|
39.4K
$10.3M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
609+ 4.94% |
$142K - $161K
|
12.9K
$3.39M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
608+ 7.17% |
$141K - $161K
|
9.09K
$2.38M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
608+ 0.56% |
$141K - $161K
|
109K
$28.4M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
588+ 21.17% |
$137K - $156K
|
3.37K
$881K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
588+ 7.14% |
$137K - $156K
|
8.82K
$2.31M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
575+ 11.39% |
$134K - $152K
|
5.62K
$1.47M
|