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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
18+ 1.15% |
$3.63K - $4.36K
|
1.58K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17+ 0.29% |
$3.43K - $4.12K
|
5.96K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16+ 26.67% |
$3.23K - $3.88K
|
76
$20K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
15+ 0.4% |
$3.03K - $3.64K
|
3.81K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15New |
$3.03K - $3.64K
|
15
$3.95K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14+ 1.02% |
$2.83K - $3.39K
|
1.38K
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 41.18% |
$2.83K - $3.39K
|
48
$12.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$2.83K - $3.39K
|
2.02K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.71% |
$2.83K - $3.39K
|
1.98K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14New |
$2.83K - $3.39K
|
14
$3.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13+ 0.06% |
$2.62K - $3.15K
|
22.9K
$6.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12New |
$2.42K - $2.91K
|
12
$3.16K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.92% |
$2.22K - $2.67K
|
1.2K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 0.31% |
$2.22K - $2.67K
|
3.61K
$951K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.16% |
$2.22K - $2.67K
|
6.71K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 10.58% |
$2.22K - $2.67K
|
115
$30.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.67% |
$2.22K - $2.67K
|
670
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 15.87% |
$2.02K - $2.42K
|
73
$19.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10New |
$2.02K - $2.42K
|
10
$2.63K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10+ 0.43% |
$2.02K - $2.42K
|
2.34K
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 0.82% |
$2.02K - $2.42K
|
1.22K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.13% |
$2.02K - $2.42K
|
8K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.82K - $2.18K
|
7.1K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9+ 0.44% |
$1.82K - $2.18K
|
2.05K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8+ 0.78% |
$1.61K - $1.94K
|
1.03K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 11.59% |
$1.61K - $1.94K
|
77
$20.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 0.55% |
$1.61K - $1.94K
|
1.47K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8+ 0.25% |
$1.61K - $1.94K
|
3.25K
$854K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.13% |
$1.61K - $1.94K
|
6.02K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.71% |
$1.41K - $1.7K
|
992
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.41K - $1.7K
|
1.85K
$488K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6+ 0.02% |
$1.21K - $1.45K
|
32K
$8.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.41% |
$1.21K - $1.45K
|
432
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 0.14% |
$1.21K - $1.45K
|
4.24K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 0.46% |
$1.21K - $1.45K
|
1.32K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 4.96% |
$1.21K - $1.45K
|
127
$33.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6+ 0.13% |
$1.21K - $1.45K
|
4.77K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.01K - $1.21K
|
1.32K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 15.63% |
$1.01K - $1.21K
|
37
$9.74K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 6.1% |
$1.01K - $1.21K
|
87
$22.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 500.0% |
$1.01K - $1.21K
|
6
$1.58K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.98% |
$807 - $969
|
413
$109K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.54% |
$807 - $969
|
747
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.25% |
$807 - $969
|
1.63K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 3.2% |
$807 - $969
|
129
$34K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 2.61% |
$807 - $969
|
157
$41.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.24% |
$807 - $969
|
1.69K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.3% |
$807 - $969
|
1.35K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$807 - $969
|
3.01K
$793K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$606 - $727
|
1.35K
$356K
|