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 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
308+ 33.66% |
$71.6K - $81.7K
|
1.22K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
308New |
$71.6K - $81.7K
|
308
$80.6K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
297+ 4.36% |
$69K - $78.7K
|
7.11K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
294+ 12.18% |
$68.3K - $77.9K
|
2.71K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
292+ 8.87% |
$67.9K - $77.4K
|
3.58K
$938K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
290+ 19.21% |
$67.4K - $76.9K
|
1.8K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
290+ 8.54% |
$67.4K - $76.9K
|
3.69K
$965K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
286+ 22.02% |
$66.5K - $75.8K
|
1.59K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
280+ 2.14% |
$65.1K - $74.2K
|
13.4K
$3.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
273+ 3.99% |
$63.5K - $72.4K
|
7.11K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
272+ 18.99% |
$63.2K - $72.1K
|
1.7K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
265+ 1.33% |
$61.6K - $70.3K
|
20.2K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
255+ 27.13% |
$59.3K - $67.6K
|
1.2K
$313K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
255+ 2.53% |
$59.3K - $67.6K
|
10.3K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
250+ 23.45% |
$58.1K - $66.3K
|
1.32K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
239+ 0.66% |
$55.6K - $63.4K
|
36.4K
$9.52M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
236+ 13.27% |
$54.9K - $62.6K
|
2.02K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
233+ 0.83% |
$54.2K - $61.8K
|
28.4K
$7.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228+ 4.57% |
$53K - $60.4K
|
5.21K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
225+ 3.56% |
$52.3K - $59.7K
|
6.54K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
224+ 19.11% |
$52.1K - $59.4K
|
1.4K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
218+ 26.2% |
$50.7K - $57.8K
|
1.05K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
214New |
$49.7K - $56.7K
|
214
$56K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
212+ 16.75% |
$49.3K - $56.2K
|
1.48K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
210+ 11.8% |
$48.8K - $55.7K
|
1.99K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
209+ 7.91% |
$48.6K - $55.4K
|
2.85K
$747K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
204+ 37.16% |
$47.4K - $54.1K
|
753
$197K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
204+ 12.53% |
$47.4K - $54.1K
|
1.83K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
202+ 0.57% |
$47K - $53.6K
|
35.6K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$46.5K - $53K
|
200
$52.4K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
198+ 1.29% |
$46K - $52.5K
|
15.6K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
198+ 3.64% |
$46K - $52.5K
|
5.64K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
196+ 0.92% |
$45.6K - $52K
|
21.5K
$5.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
195+ 3.55% |
$45.3K - $51.7K
|
5.69K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
195+ 23.33% |
$45.3K - $51.7K
|
1.03K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
190+ 0.96% |
$44.2K - $50.4K
|
20K
$5.24M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
189+ 5.93% |
$43.9K - $50.1K
|
3.37K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
187+ 2.48% |
$43.5K - $49.6K
|
7.71K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
182+ 1.73% |
$42.3K - $48.3K
|
10.7K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
176+ 17.22% |
$40.9K - $46.7K
|
1.2K
$314K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
175+ 69.44% |
$40.7K - $46.4K
|
427
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
175+ 10.12% |
$40.7K - $46.4K
|
1.9K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
173+ 3.47% |
$40.2K - $45.9K
|
5.16K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
171+ 79.17% |
$39.7K - $45.3K
|
387
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
167+ 6.9% |
$38.8K - $44.3K
|
2.59K
$677K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
166+ 3.9% |
$38.6K - $44K
|
4.43K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
166+ 2.89% |
$38.6K - $44K
|
5.9K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
165+ 15.35% |
$38.4K - $43.7K
|
1.24K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$38.1K - $43.5K
|
527
$138K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
164+ 4.45% |
$38.1K - $43.5K
|
3.85K
$1.01M
|