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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-167- 4.57% |
$39K - $46.1K
|
3.49K
$930K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-174- 0.41% |
$40.7K - $48.1K
|
42.5K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-178- 8.62% |
$41.6K - $49.2K
|
1.89K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-179- 1.4% |
$41.9K - $49.5K
|
12.6K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-186- 24.51% |
$43.5K - $51.4K
|
573
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 11.52% |
$46.5K - $55K
|
1.53K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.64% |
$46.8K - $55.3K
|
12K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 6.12% |
$46.8K - $55.3K
|
3.07K
$818K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-200- 20.18% |
$46.8K - $55.3K
|
791
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-202- 1.45% |
$47.2K - $55.8K
|
13.7K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-204- 1.31% |
$47.7K - $56.4K
|
15.4K
$4.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-230- 19.04% |
$53.8K - $63.6K
|
978
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-242- 2.83% |
$56.6K - $66.9K
|
8.31K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-255- 13.73% |
$59.6K - $70.5K
|
1.6K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-264- 0.69% |
$61.7K - $73K
|
38.2K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-292- 14.36% |
$68.3K - $80.7K
|
1.74K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-294- 25.11% |
$68.7K - $81.2K
|
877
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-299- 11.47% |
$69.9K - $82.6K
|
2.31K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-304- 17.27% |
$71.1K - $84K
|
1.46K
$388K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-305- 7.33% |
$71.3K - $84.3K
|
3.86K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-321- 1.59% |
$75.1K - $88.7K
|
19.8K
$5.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-340- 26.58% |
$79.5K - $94K
|
939
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-355- 6.88% |
$83K - $98.1K
|
4.8K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-375- 4.2% |
$87.7K - $104K
|
8.54K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-389- 5.91% |
$91K - $107K
|
6.19K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-391- 0.37% |
$91.4K - $108K
|
104K
$27.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-399- 3.71% |
$93.3K - $110K
|
10.3K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-427- 1.04% |
$99.8K - $118K
|
40.8K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-455- 5.15% |
$106K - $126K
|
8.38K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-491- 2.47% |
$115K - $136K
|
19.4K
$5.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 2.79% |
$117K - $138K
|
17.4K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-645- 8.13% |
$151K - $178K
|
7.29K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-666- 14.46% |
$156K - $184K
|
3.94K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-681- 3.87% |
$159K - $188K
|
16.9K
$4.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-711- 6.66% |
$166K - $196K
|
9.97K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.01K- 0.69% |
$236K - $279K
|
144K
$38.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.04K- 71.53% |
$242K - $286K
|
412
$110K
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-1.06K- 5.7% |
$247K - $292K
|
17.5K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.12K- 2.05% |
$262K - $310K
|
53.4K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.17K- 8.62% |
$274K - $323K
|
12.4K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.4K- 20.52% |
$328K - $387K
|
5.43K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.88K- 62.75% |
$440K - $520K
|
1.12K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.99K- 12.82% |
$465K - $550K
|
13.5K
$3.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 8.8% |
$521K - $616K
|
23.1K
$6.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 1.1% |
$523K - $618K
|
201K
$53.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.52K- 3.86% |
$823K - $972K
|
87.7K
$23.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 20.0% |
$1.4M - $1.66M
|
24K
$6.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.71K- 31.7% |
$1.57M - $1.85M
|
14.4K
$3.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.27K- 43.0% |
$1.7M - $2.01M
|
9.64K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.2K- 86.63% |
$3.79M - $4.48M
|
2.5K
$667K
|