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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-210- 0.72% |
$40.2K - $48.3K
|
28.8K
$7.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-215- 0.58% |
$41.1K - $49.5K
|
36.8K
$9.7M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-215- 0.28% |
$41.1K - $49.5K
|
77K
$20.3M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-215- 11.39% |
$41.1K - $49.5K
|
1.67K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-217- 95.59% |
$41.5K - $49.9K
|
10
$2.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-217- 4.01% |
$41.5K - $49.9K
|
5.2K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-217- 19.07% |
$41.5K - $49.9K
|
921
$242K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-217- 1.2% |
$41.5K - $49.9K
|
17.8K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-220- 1.96% |
$42.1K - $50.6K
|
11K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-221- 2.96% |
$42.3K - $50.9K
|
7.25K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-225- 3.37% |
$43K - $51.8K
|
6.45K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-225- 5.19% |
$43K - $51.8K
|
4.11K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-225- 97.4% |
$43K - $51.8K
|
6
$1.58K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-225- 5.33% |
$43K - $51.8K
|
4K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-236- 0.97% |
$45.1K - $54.3K
|
24.1K
$6.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-242- 4.64% |
$46.3K - $55.7K
|
4.98K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-247- 16.48% |
$47.3K - $56.8K
|
1.25K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-249- 2.49% |
$47.6K - $57.3K
|
9.74K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-249- 14.29% |
$47.6K - $57.3K
|
1.49K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-250- 22.01% |
$47.8K - $57.5K
|
886
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-255- 3.77% |
$48.8K - $58.7K
|
6.52K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-257- 2.72% |
$49.2K - $59.1K
|
9.2K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-259- 1.84% |
$49.5K - $59.6K
|
13.8K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-260- 61.9% |
$49.7K - $59.8K
|
160
$42.1K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-260- 18.01% |
$49.7K - $59.8K
|
1.18K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-265- 7.91% |
$50.7K - $61K
|
3.09K
$812K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-265- 22.84% |
$50.7K - $61K
|
895
$236K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-267- 1.61% |
$51.1K - $61.4K
|
16.3K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-273- 2.14% |
$52.2K - $62.8K
|
12.5K
$3.28M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-276- 3.22% |
$52.8K - $63.5K
|
8.29K
$2.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-283- 11.36% |
$54.1K - $65.1K
|
2.21K
$581K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-284- 8.46% |
$54.3K - $65.4K
|
3.07K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-291- 15.94% |
$55.7K - $67K
|
1.54K
$404K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-294- 8.73% |
$56.2K - $67.7K
|
3.07K
$809K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-294- 46.15% |
$56.2K - $67.7K
|
343
$90.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-296- 5.51% |
$56.6K - $68.1K
|
5.08K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-299- 3.13% |
$57.2K - $68.8K
|
9.24K
$2.43M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-301- 16.9% |
$57.6K - $69.3K
|
1.48K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-308- 14.94% |
$58.9K - $70.9K
|
1.75K
$462K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-310- 2.38% |
$59.3K - $71.3K
|
12.7K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-310- 3.69% |
$59.3K - $71.3K
|
8.1K
$2.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-311- 7.86% |
$59.5K - $71.6K
|
3.64K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-321- 4.15% |
$61.4K - $73.9K
|
7.42K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-327- 1.46% |
$62.6K - $75.3K
|
22.1K
$5.82M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-330- 0.93% |
$63.1K - $75.9K
|
35.2K
$9.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-332- 10.69% |
$63.5K - $76.4K
|
2.77K
$730K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-335- 12.2% |
$64.1K - $77.1K
|
2.41K
$635K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-350- 6.78% |
$67K - $80.5K
|
4.81K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-352- 6.14% |
$67.3K - $81K
|
5.38K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-363- 4.51% |
$69.4K - $83.5K
|
7.69K
$2.02M
|