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 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3- 0.09% |
$701 - $829
|
3.36K
$895K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.36% |
$701 - $829
|
830
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 0.06% |
$701 - $829
|
4.95K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-3- 0.25% |
$701 - $829
|
1.22K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 2.76% |
$935 - $1.11K
|
141
$37.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5- 0.18% |
$1.17K - $1.38K
|
2.85K
$760K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11- 1.19% |
$2.57K - $3.04K
|
912
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12- 0.89% |
$2.81K - $3.32K
|
1.34K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-13- 1.57% |
$3.04K - $3.59K
|
817
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 7.93% |
$3.04K - $3.59K
|
151
$40.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15- 1.0% |
$3.51K - $4.15K
|
1.49K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 1.45% |
$3.51K - $4.15K
|
1.02K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-17- 0.69% |
$3.98K - $4.7K
|
2.46K
$656K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-17- 1.11% |
$3.98K - $4.7K
|
1.51K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-18- 2.08% |
$4.21K - $4.97K
|
847
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-18- 6.62% |
$4.21K - $4.97K
|
254
$67.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-18- 0.33% |
$4.21K - $4.97K
|
5.49K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-19- 1.87% |
$4.44K - $5.25K
|
998
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-19- 1.08% |
$4.44K - $5.25K
|
1.74K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20- 0.17% |
$4.68K - $5.53K
|
11.7K
$3.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-21- 1.46% |
$4.91K - $5.8K
|
1.42K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-23- 1.17% |
$5.38K - $6.36K
|
1.95K
$520K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.44% |
$5.61K - $6.63K
|
5.46K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 1.9% |
$5.61K - $6.63K
|
1.24K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 3.05% |
$5.85K - $6.91K
|
794
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-26- 0.95% |
$6.08K - $7.18K
|
2.72K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-26- 3.32% |
$6.08K - $7.18K
|
756
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-29- 3.68% |
$6.78K - $8.01K
|
758
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-29- 0.55% |
$6.78K - $8.01K
|
5.26K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-30- 0.81% |
$7.01K - $8.29K
|
3.67K
$980K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-32- 1.74% |
$7.48K - $8.84K
|
1.81K
$482K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 1.81% |
$9.59K - $11.3K
|
2.22K
$593K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-43- 0.53% |
$10.1K - $11.9K
|
8.06K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-43- 0.76% |
$10.1K - $11.9K
|
5.64K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-44- 1.71% |
$10.3K - $12.2K
|
2.53K
$674K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-45- 5.33% |
$10.5K - $12.4K
|
800
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 0.88% |
$10.5K - $12.4K
|
5.06K
$1.35M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-46- 5.23% |
$10.8K - $12.7K
|
833
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-47- 44.34% |
$11K - $13K
|
59
$15.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 2.51% |
$11K - $13K
|
1.83K
$488K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-48- 2.03% |
$11.2K - $13.3K
|
2.32K
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-49- 0.87% |
$11.5K - $13.5K
|
5.59K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.47% |
$11.5K - $13.5K
|
10.4K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 3.13% |
$11.7K - $13.8K
|
1.55K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-50- 2.1% |
$11.7K - $13.8K
|
2.33K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-52- 4.39% |
$12.2K - $14.4K
|
1.13K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-56- 0.22% |
$13.1K - $15.5K
|
25.4K
$6.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-58- 1.75% |
$13.6K - $16K
|
3.26K
$871K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-58- 4.85% |
$13.6K - $16K
|
1.14K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-60- 1.89% |
$14K - $16.6K
|
3.12K
$831K
|