Purchases and Sales Made in Q4 2025 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
172K+ 39393.35% |
$44.9M - $49.4M
|
172K
$49.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.5K+ 12.53% |
$6.41M - $7.04M
|
220K
$63.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18K+ 214.19% |
$4.72M - $5.18M
|
26.4K
$7.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
4.6KNew |
$1.2M - $1.32M
|
4.6K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
4.19KNew |
$1.1M - $1.2M
|
4.19K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.29K+ 19.89% |
$861K - $946K
|
19.8K
$5.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.14K+ 2.49% |
$559K - $614K
|
87.9K
$25.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.98KNew |
$517K - $569K
|
1.98K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 2.03% |
$462K - $507K
|
88.5K
$25.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.64K+ 2.87% |
$429K - $471K
|
58.8K
$16.9M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.23K+ 12.74% |
$322K - $354K
|
10.9K
$3.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 2.63% |
$314K - $345K
|
46.8K
$13.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.08K+ 23.24% |
$283K - $311K
|
5.74K
$1.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
1.08K+ 14.72% |
$281K - $309K
|
8.38K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
972New |
$254K - $279K
|
972
$279K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
955+ 23.1% |
$250K - $274K
|
5.09K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
868New |
$227K - $249K
|
868
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
834+ 58.0% |
$218K - $240K
|
2.27K
$653K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
828+ 17.6% |
$217K - $238K
|
5.53K
$1.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
763New |
$200K - $219K
|
763
$219K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
749New |
$196K - $215K
|
749
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
748New |
$196K - $215K
|
748
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
715New |
$187K - $206K
|
715
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
708New |
$185K - $203K
|
708
$203K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
706New |
$185K - $203K
|
706
$203K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
704New |
$184K - $202K
|
704
$202K
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
701New |
$183K - $201K
|
701
$201K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
701New |
$183K - $201K
|
701
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
700New |
$183K - $201K
|
700
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
694New |
$182K - $199K
|
694
$199K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
692New |
$181K - $199K
|
692
$199K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
664+ 24.52% |
$174K - $191K
|
3.37K
$969K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
660+ 12.94% |
$173K - $190K
|
5.76K
$1.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
642+ 13.37% |
$168K - $185K
|
5.45K
$1.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
543+ 8.49% |
$142K - $156K
|
6.94K
$1.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
485+ 29.47% |
$127K - $139K
|
2.13K
$612K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
473+ 16.92% |
$124K - $136K
|
3.27K
$939K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
437+ 4.27% |
$114K - $126K
|
10.7K
$3.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
425+ 25.27% |
$111K - $122K
|
2.11K
$605K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
420+ 43.48% |
$110K - $121K
|
1.39K
$398K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
397+ 7.1% |
$104K - $114K
|
5.99K
$1.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
330+ 28.25% |
$86.3K - $94.8K
|
1.5K
$430K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
310+ 12.83% |
$81.1K - $89.1K
|
2.73K
$783K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
308+ 4.23% |
$80.6K - $88.5K
|
7.59K
$2.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
293+ 10.75% |
$76.6K - $84.2K
|
3.02K
$867K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
282+ 5.2% |
$73.8K - $81.1K
|
5.71K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
252+ 0.93% |
$65.9K - $72.4K
|
27.5K
$7.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
252+ 5.53% |
$65.9K - $72.4K
|
4.81K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
250+ 2.57% |
$65.4K - $71.9K
|
9.97K
$2.87M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
250+ 423.73% |
$65.4K - $71.9K
|
309
$88.8K
|
|