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 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
571+ 0.18% |
$133K - $151K
|
315K
$82.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
562+ 4.29% |
$131K - $149K
|
13.7K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
549+ 10.73% |
$128K - $146K
|
5.67K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
542+ 36.16% |
$126K - $144K
|
2.04K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
532+ 31.44% |
$124K - $141K
|
2.22K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
528+ 5.19% |
$123K - $140K
|
10.7K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
523New |
$122K - $139K
|
523
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
520+ 0.33% |
$121K - $138K
|
160K
$41.8M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
520+ 40.91% |
$121K - $138K
|
1.79K
$469K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
514+ 5.03% |
$119K - $136K
|
10.7K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
509+ 22.77% |
$118K - $135K
|
2.74K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
509+ 3.37% |
$118K - $135K
|
15.6K
$4.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
465+ 14.19% |
$108K - $123K
|
3.74K
$980K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
458+ 2.85% |
$106K - $121K
|
16.5K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
457+ 0.44% |
$106K - $121K
|
104K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
455+ 5.54% |
$106K - $121K
|
8.66K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
448+ 9.9% |
$104K - $119K
|
4.97K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
446New |
$104K - $118K
|
446
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
445+ 4.33% |
$103K - $118K
|
10.7K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
445+ 36.03% |
$103K - $118K
|
1.68K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
437+ 8.66% |
$102K - $116K
|
5.49K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
434+ 1.36% |
$101K - $115K
|
32.3K
$8.46M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
430+ 11.13% |
$99.9K - $114K
|
4.29K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
429+ 15.59% |
$99.7K - $114K
|
3.18K
$833K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
421+ 3.02% |
$97.9K - $112K
|
14.4K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
411+ 14.76% |
$95.5K - $109K
|
3.2K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
407+ 33.64% |
$94.6K - $108K
|
1.62K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
405+ 2.31% |
$94.1K - $107K
|
17.9K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
403+ 44.78% |
$93.7K - $107K
|
1.3K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
403+ 6.76% |
$93.7K - $107K
|
6.36K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
400+ 33.33% |
$93K - $106K
|
1.6K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
395+ 13.29% |
$91.8K - $105K
|
3.37K
$882K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
395+ 37.76% |
$91.8K - $105K
|
1.44K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
390+ 3.31% |
$90.6K - $103K
|
12.2K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
375+ 30.39% |
$87.2K - $99.4K
|
1.61K
$421K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
375+ 4.3% |
$87.2K - $99.4K
|
9.1K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
367+ 39.98% |
$85.3K - $97.3K
|
1.29K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
359+ 1.84% |
$83.4K - $95.2K
|
19.8K
$5.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
359+ 4.46% |
$83.4K - $95.2K
|
8.4K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
357+ 1.48% |
$83K - $94.7K
|
24.4K
$6.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
356+ 20.83% |
$82.7K - $94.4K
|
2.07K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
349+ 0.34% |
$81.1K - $92.5K
|
103K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
344+ 17.36% |
$80K - $91.2K
|
2.33K
$609K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
344New |
$80K - $91.2K
|
344
$90.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
342+ 12.97% |
$79.5K - $90.7K
|
2.98K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
341+ 34.2% |
$79.3K - $90.4K
|
1.34K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
333+ 46.44% |
$77.4K - $88.3K
|
1.05K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
321+ 5.21% |
$74.6K - $85.1K
|
6.49K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
317+ 0.72% |
$73.7K - $84K
|
44.3K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
308New |
$71.6K - $81.7K
|
308
$80.6K
|