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 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-368- 5.08% |
$70.4K - $84.7K
|
6.88K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-389- 10.15% |
$74.4K - $89.5K
|
3.45K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-390- 1.26% |
$74.6K - $89.8K
|
30.5K
$8.02M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-391- 10.87% |
$74.8K - $90K
|
3.21K
$844K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-398- 1.17% |
$76.1K - $91.6K
|
33.7K
$8.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-400- 16.0% |
$76.5K - $92.1K
|
2.1K
$553K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-400- 14.34% |
$76.5K - $92.1K
|
2.39K
$629K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-404- 4.96% |
$77.3K - $93K
|
7.74K
$2.04M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-408- 88.5% |
$78.1K - $93.9K
|
53
$14K
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-411- 30.58% |
$78.6K - $94.6K
|
933
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-412- 0.88% |
$78.8K - $94.8K
|
46.3K
$12.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-413- 11.95% |
$79K - $95K
|
3.04K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-414- 5.09% |
$79.2K - $95.3K
|
7.73K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-417- 4.47% |
$79.8K - $96K
|
8.91K
$2.35M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-418- 52.98% |
$80K - $96.2K
|
371
$97.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-419- 23.81% |
$80.2K - $96.4K
|
1.34K
$353K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-438- 17.48% |
$83.8K - $101K
|
2.07K
$544K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-438- 3.6% |
$83.8K - $101K
|
11.7K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-449- 8.84% |
$85.9K - $103K
|
4.63K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-458- 0.63% |
$87.6K - $105K
|
72.8K
$19.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-469- 14.05% |
$89.7K - $108K
|
2.87K
$755K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-471- 3.64% |
$90.1K - $108K
|
12.5K
$3.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-472- 72.06% |
$90.3K - $109K
|
183
$48.2K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-489- 11.58% |
$93.5K - $113K
|
3.73K
$982K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-491- 2.4% |
$93.9K - $113K
|
20K
$5.26M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-496- 2.55% |
$94.9K - $114K
|
19K
$5M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.62% |
$95.7K - $115K
|
13.3K
$3.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-507- 26.67% |
$97K - $117K
|
1.39K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-511- 2.1% |
$97.8K - $118K
|
23.8K
$6.27M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-513- 4.73% |
$98.1K - $118K
|
10.3K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-527- 5.01% |
$101K - $121K
|
9.99K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-533- 29.91% |
$102K - $123K
|
1.25K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-543- 7.04% |
$104K - $125K
|
7.17K
$1.89M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-544- 5.74% |
$104K - $125K
|
8.93K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-548- 33.27% |
$105K - $126K
|
1.1K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-548- 22.08% |
$105K - $126K
|
1.93K
$509K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-550- 15.48% |
$105K - $127K
|
3K
$791K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-550- 10.32% |
$105K - $127K
|
4.78K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-560- 15.54% |
$107K - $129K
|
3.04K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-571- 36.81% |
$109K - $131K
|
980
$258K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-579- 7.1% |
$111K - $133K
|
7.58K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-583- 5.74% |
$112K - $134K
|
9.58K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-591- 15.37% |
$113K - $136K
|
3.25K
$857K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-600- 33.86% |
$115K - $138K
|
1.17K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-606- 7.45% |
$116K - $139K
|
7.53K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-606- 10.21% |
$116K - $139K
|
5.33K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-620- 23.77% |
$119K - $143K
|
1.99K
$523K
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-623- 1.58% |
$119K - $143K
|
38.8K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-655- 19.72% |
$125K - $151K
|
2.67K
$702K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-657- 2.15% |
$126K - $151K
|
29.9K
$7.88M
|