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 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.7% |
$3.27K - $3.87K
|
2K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.6% |
$3.27K - $3.87K
|
2.35K
$628K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
14+ 0.21% |
$3.27K - $3.87K
|
6.8K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.5% |
$3.04K - $3.59K
|
879
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11+ 0.05% |
$2.57K - $3.04K
|
23.1K
$6.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 17.19% |
$2.57K - $3.04K
|
75
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 19.61% |
$2.34K - $2.76K
|
61
$16.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$2.34K - $2.76K
|
10
$2.67K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 114.29% |
$1.87K - $2.21K
|
15
$4K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.54% |
$1.87K - $2.21K
|
1.48K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 160.0% |
$1.87K - $2.21K
|
13
$3.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 4.91% |
$1.87K - $2.21K
|
171
$45.6K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7+ 0.88% |
$1.64K - $1.93K
|
805
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 1.64% |
$1.64K - $1.93K
|
434
$116K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
7+ 0.89% |
$1.64K - $1.93K
|
791
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
7+ 0.64% |
$1.64K - $1.93K
|
1.1K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 7.89% |
$1.4K - $1.66K
|
82
$21.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6+ 0.43% |
$1.4K - $1.66K
|
1.4K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.33% |
$1.4K - $1.66K
|
1.85K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.43% |
$1.17K - $1.38K
|
1.16K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.07% |
$1.17K - $1.38K
|
7.39K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.85% |
$935 - $1.11K
|
474
$126K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.29% |
$935 - $1.11K
|
1.39K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 26.67% |
$935 - $1.11K
|
19
$5.07K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.25% |
$701 - $829
|
1.23K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$701 - $829
|
1.61K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.31% |
$701 - $829
|
958
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.39% |
$701 - $829
|
767
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.26% |
$701 - $829
|
1.15K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.32% |
$468 - $553
|
621
$166K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$468 - $553
|
797
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.65% |
$468 - $553
|
310
$82.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.24% |
$468 - $553
|
835
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1+ 0.0% |
$234 - $276
|
26.7K
$7.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.74% |
$234 - $276
|
136
$36.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.12% |
$234 - $276
|
848
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$234 - $276
|
920
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$234 - $276
|
5.57K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.82% |
$234 - $276
|
123
$32.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.31% |
$234 - $276
|
321
$85.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$234 - $276
|
989
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1+ 0.08% |
$234 - $276
|
1.23K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$234 - $276
|
4
$1.07K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.09% |
$234 - $276
|
1.12K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$234 - $276
|
1.02K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2- 0.25% |
$468 - $553
|
800
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2- 0.93% |
$468 - $553
|
212
$56.6K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 28.57% |
$468 - $553
|
5
$1.33K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.16% |
$468 - $553
|
1.25K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.02% |
$701 - $829
|
16.1K
$4.29M
|