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 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
121+ 13.01% |
$28.3K - $33.4K
|
1.05K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
119New |
$27.8K - $32.9K
|
119
$31.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
119+ 13.57% |
$27.8K - $32.9K
|
996
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
114+ 13.46% |
$26.7K - $31.5K
|
961
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
111+ 2.31% |
$26K - $30.7K
|
4.91K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 102.8% |
$25.7K - $30.4K
|
217
$57.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
106+ 7.31% |
$24.8K - $29.3K
|
1.56K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 1.53% |
$23.6K - $27.9K
|
6.7K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 1.21% |
$22.7K - $26.8K
|
8.08K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
86+ 101.18% |
$20.1K - $23.8K
|
171
$45.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
78+ 7.68% |
$18.2K - $21.6K
|
1.09K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
78+ 2.5% |
$18.2K - $21.6K
|
3.2K
$853K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
70+ 1.37% |
$16.4K - $19.3K
|
5.17K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
63+ 1.57% |
$14.7K - $17.4K
|
4.09K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
59+ 5.62% |
$13.8K - $16.3K
|
1.11K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
58+ 3.03% |
$13.6K - $16K
|
1.97K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
55+ 122.22% |
$12.9K - $15.2K
|
100
$26.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53+ 2.5% |
$12.4K - $14.6K
|
2.17K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
52New |
$12.2K - $14.4K
|
52
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
50+ 38.76% |
$11.7K - $13.8K
|
179
$47.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
50+ 2.75% |
$11.7K - $13.8K
|
1.87K
$499K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
49+ 4.69% |
$11.5K - $13.5K
|
1.09K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.27% |
$11K - $13K
|
938
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
47+ 0.9% |
$11K - $13K
|
5.26K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43+ 0.82% |
$10.1K - $11.9K
|
5.28K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41+ 5.58% |
$9.59K - $11.3K
|
776
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
41+ 33.06% |
$9.59K - $11.3K
|
165
$44K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
41New |
$9.59K - $11.3K
|
41
$10.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
40+ 1.57% |
$9.35K - $11.1K
|
2.58K
$688K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$9.35K - $11.1K
|
40
$10.7K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
38+ 3.05% |
$8.89K - $10.5K
|
1.28K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38+ 4.66% |
$8.89K - $10.5K
|
854
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
35+ 0.04% |
$8.18K - $9.67K
|
95K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
34+ 3.14% |
$7.95K - $9.4K
|
1.12K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
32+ 3.81% |
$7.48K - $8.84K
|
872
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
26New |
$6.08K - $7.18K
|
26
$6.94K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
26+ 2.02% |
$6.08K - $7.18K
|
1.31K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$5.38K - $6.36K
|
10.9K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 2.07% |
$5.14K - $6.08K
|
1.08K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
20+ 1.45% |
$4.68K - $5.53K
|
1.4K
$375K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 1.83% |
$4.44K - $5.25K
|
1.06K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.62% |
$4.21K - $4.97K
|
1.13K
$302K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
18+ 0.71% |
$4.21K - $4.97K
|
2.56K
$684K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
17+ 0.73% |
$3.98K - $4.7K
|
2.33K
$622K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
17+ 2.31% |
$3.98K - $4.7K
|
753
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
17+ 1.25% |
$3.98K - $4.7K
|
1.38K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
17+ 2.2% |
$3.98K - $4.7K
|
790
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 1.31% |
$3.74K - $4.42K
|
1.23K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15+ 0.65% |
$3.51K - $4.15K
|
2.31K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.35% |
$3.51K - $4.15K
|
1.13K
$301K
|