Purchases and Sales Made in Q1 2024 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-85- 0.71% |
$16.3K - $19.6K
|
11.8K
$3.12M
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-85- 1.76% |
$16.3K - $19.6K
|
4.74K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-86- 2.13% |
$16.5K - $19.8K
|
3.95K
$1.04M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-87- 1.8% |
$16.6K - $20K
|
4.75K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-94- 1.01% |
$18K - $21.6K
|
9.2K
$2.42M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-98- 3.65% |
$18.7K - $22.6K
|
2.59K
$681K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 51.03% |
$18.9K - $22.8K
|
95
$25K
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.17% |
$19.1K - $23K
|
4.51K
$1.19M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-100- 8.54% |
$19.1K - $23K
|
1.07K
$282K
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-100- 3.32% |
$19.1K - $23K
|
2.91K
$767K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-103- 3.66% |
$19.7K - $23.7K
|
2.71K
$714K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-105- 4.0% |
$20.1K - $24.2K
|
2.52K
$664K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-111- 28.24% |
$21.2K - $25.5K
|
282
$74.2K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-111- 1.12% |
$21.2K - $25.5K
|
9.83K
$2.59M
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-114- 6.93% |
$21.8K - $26.2K
|
1.53K
$403K
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-115- 0.99% |
$22K - $26.5K
|
11.5K
$3.02M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-119- 5.88% |
$22.8K - $27.4K
|
1.91K
$502K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-119- 6.18% |
$22.8K - $27.4K
|
1.81K
$475K
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 10.02% |
$23K - $27.6K
|
1.08K
$284K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-121- 8.44% |
$23.1K - $27.8K
|
1.31K
$346K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-122- 9.18% |
$23.3K - $28.1K
|
1.21K
$318K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-122- 3.43% |
$23.3K - $28.1K
|
3.43K
$904K
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-125- 0.16% |
$23.9K - $28.8K
|
77.7K
$20.5M
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-129- 0.83% |
$24.7K - $29.7K
|
15.4K
$4.06M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-130- 10.48% |
$24.9K - $29.9K
|
1.11K
$292K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-135- 6.21% |
$25.8K - $31.1K
|
2.04K
$536K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-137- 3.17% |
$26.2K - $31.5K
|
4.18K
$1.1M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-139- 0.92% |
$26.6K - $32K
|
14.9K
$3.93M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-139- 47.77% |
$26.6K - $32K
|
152
$40K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-140- 5.58% |
$26.8K - $32.2K
|
2.37K
$624K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-147- 1.43% |
$28.1K - $33.8K
|
10.1K
$2.66M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 8.4% |
$28.7K - $34.5K
|
1.64K
$430K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-156- 3.63% |
$29.8K - $35.9K
|
4.14K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-163- 1.58% |
$31.2K - $37.5K
|
10.1K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-173- 4.17% |
$33.1K - $39.8K
|
3.98K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-174- 5.76% |
$33.3K - $40K
|
2.85K
$750K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177- 0.58% |
$33.9K - $40.7K
|
30.5K
$8.04M
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-180- 0.93% |
$34.4K - $41.4K
|
19.2K
$5.06M
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-190- 9.2% |
$36.3K - $43.7K
|
1.88K
$494K
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-193- 0.41% |
$36.9K - $44.4K
|
47.1K
$12.4M
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-195- 0.94% |
$37.3K - $44.9K
|
20.5K
$5.4M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-195- 12.54% |
$37.3K - $44.9K
|
1.36K
$358K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-195- 2.42% |
$37.3K - $44.9K
|
7.88K
$2.07M
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-200- 1.27% |
$38.3K - $46K
|
15.5K
$4.08M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 61.73% |
$38.3K - $46K
|
124
$32.6K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-200- 9.93% |
$38.3K - $46K
|
1.81K
$478K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202- 14.79% |
$38.6K - $46.5K
|
1.16K
$306K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-204- 7.04% |
$39K - $46.9K
|
2.7K
$709K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-206- 4.43% |
$39.4K - $47.4K
|
4.45K
$1.17M
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-207- 5.48% |
$39.6K - $47.6K
|
3.57K
$940K
|