Purchases and Sales Made in Q3 2024 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 22.12% |
$10.1K - $12.1K
|
276
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
48+ 2.93% |
$9.69K - $11.6K
|
1.69K
$444K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
47+ 1.8% |
$9.49K - $11.4K
|
2.66K
$699K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
47+ 11.38% |
$9.49K - $11.4K
|
460
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
46+ 3.8% |
$9.29K - $11.1K
|
1.26K
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 4.09% |
$9.08K - $10.9K
|
1.15K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45+ 39.13% |
$9.08K - $10.9K
|
160
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
44+ 66.67% |
$8.88K - $10.7K
|
110
$29K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 2.88% |
$8.48K - $10.2K
|
1.5K
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
42New |
$8.48K - $10.2K
|
42
$11.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
41+ 16.6% |
$8.28K - $9.94K
|
288
$75.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
41+ 2.32% |
$8.28K - $9.94K
|
1.81K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
39+ 3.07% |
$7.87K - $9.45K
|
1.31K
$345K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
39+ 1.92% |
$7.87K - $9.45K
|
2.07K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 2.62% |
$7.67K - $9.21K
|
1.49K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.76% |
$7.47K - $8.97K
|
4.89K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
36+ 0.1% |
$7.27K - $8.72K
|
36.4K
$9.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$7.27K - $8.72K
|
36
$9.48K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
34+ 0.62% |
$6.86K - $8.24K
|
5.52K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
34+ 2.42% |
$6.86K - $8.24K
|
1.44K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34+ 0.64% |
$6.86K - $8.24K
|
5.37K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
33+ 1.38% |
$6.66K - $8K
|
2.43K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 0.92% |
$6.66K - $8K
|
3.62K
$954K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
32+ 0.32% |
$6.46K - $7.76K
|
10.1K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 0.25% |
$6.46K - $7.76K
|
13K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
31+ 0.85% |
$6.26K - $7.51K
|
3.68K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 1.29% |
$6.06K - $7.27K
|
2.35K
$619K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.74% |
$6.06K - $7.27K
|
1.75K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
30+ 500.0% |
$6.06K - $7.27K
|
36
$9.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
28+ 2.45% |
$5.65K - $6.79K
|
1.17K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
27+ 0.15% |
$5.45K - $6.54K
|
17.5K
$4.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
25+ 0.09% |
$5.05K - $6.06K
|
26.7K
$7.04M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25New |
$5.05K - $6.06K
|
25
$6.58K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.21% |
$4.84K - $5.82K
|
11.6K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 21.43% |
$4.84K - $5.82K
|
136
$35.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
24New |
$4.84K - $5.82K
|
24
$6.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 1.67% |
$4.84K - $5.82K
|
1.46K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
24+ 0.22% |
$4.84K - $5.82K
|
10.9K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 43.4% |
$4.64K - $5.57K
|
76
$20K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.65% |
$4.64K - $5.57K
|
3.58K
$942K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 2.62% |
$4.44K - $5.33K
|
861
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.21% |
$4.44K - $5.33K
|
1.84K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 1.14% |
$4.44K - $5.33K
|
1.95K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
21+ 3.23% |
$4.24K - $5.09K
|
671
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 6.77% |
$4.24K - $5.09K
|
331
$87.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21+ 0.39% |
$4.24K - $5.09K
|
5.34K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.82% |
$4.24K - $5.09K
|
2.58K
$679K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
19+ 0.18% |
$3.84K - $4.6K
|
10.6K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.77% |
$3.63K - $4.36K
|
1.03K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 0.4% |
$3.63K - $4.36K
|
4.5K
$1.18M
|