Purchases and Sales Made in Q2 2025 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-119- 38.39% |
$27.8K - $32.9K
|
191
$50K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.61% |
$29.2K - $34.5K
|
7.66K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-134- 10.19% |
$31.3K - $37K
|
1.18K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-135- 8.64% |
$31.6K - $37.3K
|
1.43K
$374K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-162- 2.49% |
$37.9K - $44.8K
|
6.35K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-167- 4.57% |
$39K - $46.1K
|
3.49K
$913K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-174- 0.41% |
$40.7K - $48.1K
|
42.5K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-179- 1.4% |
$41.9K - $49.5K
|
12.6K
$3.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-186- 24.51% |
$43.5K - $51.4K
|
573
$150K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 11.52% |
$46.5K - $55K
|
1.53K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 6.12% |
$46.8K - $55.3K
|
3.07K
$803K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-200- 20.18% |
$46.8K - $55.3K
|
791
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-202- 1.45% |
$47.2K - $55.8K
|
13.7K
$3.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-230- 19.04% |
$53.8K - $63.6K
|
978
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-255- 13.73% |
$59.6K - $70.5K
|
1.6K
$419K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-264- 0.69% |
$61.7K - $73K
|
38.2K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-292- 14.36% |
$68.3K - $80.7K
|
1.74K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-299- 11.47% |
$69.9K - $82.6K
|
2.31K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-304- 17.27% |
$71.1K - $84K
|
1.46K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-305- 7.33% |
$71.3K - $84.3K
|
3.86K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-321- 1.59% |
$75.1K - $88.7K
|
19.8K
$5.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-340- 26.58% |
$79.5K - $94K
|
939
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-355- 6.88% |
$83K - $98.1K
|
4.8K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-375- 4.2% |
$87.7K - $104K
|
8.54K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-389- 5.91% |
$91K - $107K
|
6.19K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-391- 0.37% |
$91.4K - $108K
|
104K
$27.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-399- 3.71% |
$93.3K - $110K
|
10.3K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-427- 1.04% |
$99.8K - $118K
|
40.8K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-491- 2.47% |
$115K - $136K
|
19.4K
$5.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-645- 8.13% |
$151K - $178K
|
7.29K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-666- 14.46% |
$156K - $184K
|
3.94K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-681- 3.87% |
$159K - $188K
|
16.9K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-711- 6.66% |
$166K - $196K
|
9.97K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.01K- 0.69% |
$236K - $279K
|
144K
$37.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.04K- 71.53% |
$242K - $286K
|
412
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.12K- 2.05% |
$262K - $310K
|
53.4K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.17K- 8.62% |
$274K - $323K
|
12.4K
$3.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.88K- 62.75% |
$440K - $520K
|
1.12K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 8.8% |
$521K - $616K
|
23.1K
$6.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 1.1% |
$523K - $618K
|
201K
$52.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.71K- 31.7% |
$1.57M - $1.85M
|
14.4K
$3.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.27K- 43.0% |
$1.7M - $2.01M
|
9.64K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.2K- 86.63% |
$3.79M - $4.48M
|
2.5K
$655K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-486K- 98.59% |
$114M - $134M
|
6.95K
$1.82M
|