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 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-114- 7.65% |
$23K - $27.6K
|
1.38K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-115- 4.18% |
$23.2K - $27.9K
|
2.64K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 2.1% |
$24.4K - $29.3K
|
5.64K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-124- 9.65% |
$25K - $30.1K
|
1.16K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-125- 8.32% |
$25.2K - $30.3K
|
1.38K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-125- 2.86% |
$25.2K - $30.3K
|
4.25K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-127- 1.33% |
$25.6K - $30.8K
|
9.39K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-128- 2.37% |
$25.8K - $31K
|
5.28K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-130- 1.77% |
$26.2K - $31.5K
|
7.2K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-131- 4.46% |
$26.4K - $31.7K
|
2.81K
$739K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-132- 12.72% |
$26.6K - $32K
|
906
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-138- 11.02% |
$27.9K - $33.4K
|
1.11K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-138- 4.69% |
$27.9K - $33.4K
|
2.81K
$738K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-141- 7.45% |
$28.5K - $34.2K
|
1.75K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-141- 4.26% |
$28.5K - $34.2K
|
3.17K
$833K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-143- 33.57% |
$28.9K - $34.7K
|
283
$74.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-143- 8.75% |
$28.9K - $34.7K
|
1.49K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-145- 3.51% |
$29.3K - $35.1K
|
3.99K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-146- 4.81% |
$29.5K - $35.4K
|
2.89K
$761K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-146- 4.81% |
$29.5K - $35.4K
|
2.89K
$761K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-147- 5.08% |
$29.7K - $35.6K
|
2.75K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-150- 3.14% |
$30.3K - $36.4K
|
4.63K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-155- 11.21% |
$31.3K - $37.6K
|
1.23K
$323K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-158- 8.14% |
$31.9K - $38.3K
|
1.78K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-160- 5.11% |
$32.3K - $38.8K
|
2.97K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-162- 1.62% |
$32.7K - $39.3K
|
9.85K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-163- 3.34% |
$32.9K - $39.5K
|
4.72K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-167- 1.54% |
$33.7K - $40.5K
|
10.7K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-175- 14.51% |
$35.3K - $42.4K
|
1.03K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-175- 0.87% |
$35.3K - $42.4K
|
20K
$5.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-179- 11.82% |
$36.1K - $43.4K
|
1.34K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-179- 2.05% |
$36.1K - $43.4K
|
8.54K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-181- 1.73% |
$36.5K - $43.9K
|
10.3K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-181- 0.78% |
$36.5K - $43.9K
|
23K
$6.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-183- 15.65% |
$36.9K - $44.4K
|
986
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-184- 1.23% |
$37.1K - $44.6K
|
14.8K
$3.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-184- 0.99% |
$37.1K - $44.6K
|
18.5K
$4.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 0.97% |
$38.4K - $46K
|
19.5K
$5.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-196- 2.35% |
$39.6K - $47.5K
|
8.14K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.54% |
$40.4K - $48.5K
|
12.8K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-201- 3.44% |
$40.6K - $48.7K
|
5.65K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-204- 7.13% |
$41.2K - $49.4K
|
2.66K
$700K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-207- 15.61% |
$41.8K - $50.2K
|
1.12K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-209- 19.21% |
$42.2K - $50.7K
|
879
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-212- 2.22% |
$42.8K - $51.4K
|
9.33K
$2.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-214- 18.26% |
$43.2K - $51.9K
|
958
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-215- 1.39% |
$43.4K - $52.1K
|
15.3K
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-215- 0.98% |
$43.4K - $52.1K
|
21.8K
$5.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-217- 0.43% |
$43.8K - $52.6K
|
50.4K
$13.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-219- 7.06% |
$44.2K - $53.1K
|
2.88K
$759K
|