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 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
866New |
$175K - $210K
|
866
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
863New |
$174K - $209K
|
863
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
861New |
$174K - $209K
|
861
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
861New |
$174K - $209K
|
861
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
828+ 426.8% |
$167K - $201K
|
1.02K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
826+ 2.47% |
$167K - $200K
|
34.2K
$8.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
815+ 6.86% |
$165K - $198K
|
12.7K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
814+ 44.12% |
$164K - $197K
|
2.66K
$696K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
808+ 29.74% |
$163K - $196K
|
3.53K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
808+ 2.1% |
$163K - $196K
|
39.2K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
804+ 2.89% |
$162K - $195K
|
28.6K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
800+ 2.06% |
$161K - $194K
|
39.6K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
775New |
$156K - $188K
|
775
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
753+ 26.19% |
$152K - $182K
|
3.63K
$950K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
751+ 194.06% |
$152K - $182K
|
1.14K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
729New |
$147K - $177K
|
729
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
728+ 3.08% |
$147K - $176K
|
24.3K
$6.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
676+ 10.69% |
$136K - $164K
|
7K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
675+ 5.85% |
$136K - $164K
|
12.2K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
668New |
$135K - $162K
|
668
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
666+ 18.17% |
$134K - $161K
|
4.33K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
659+ 2.83% |
$133K - $160K
|
23.9K
$6.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
648+ 17.33% |
$131K - $157K
|
4.39K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
648+ 11.82% |
$131K - $157K
|
6.13K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
642+ 1.67% |
$130K - $156K
|
39K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
636+ 20.15% |
$128K - $154K
|
3.79K
$993K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
630+ 47.98% |
$127K - $153K
|
1.94K
$509K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
630+ 14.31% |
$127K - $153K
|
5.03K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
623+ 31.59% |
$126K - $151K
|
2.6K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
618+ 36.63% |
$125K - $150K
|
2.31K
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
603+ 6.9% |
$122K - $146K
|
9.34K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
594+ 1.87% |
$120K - $144K
|
32.4K
$8.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
578+ 5.06% |
$117K - $140K
|
12K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
577+ 9.01% |
$116K - $140K
|
6.98K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
553+ 5.67% |
$112K - $134K
|
10.3K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
541+ 3.56% |
$109K - $131K
|
15.7K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
541+ 28.64% |
$109K - $131K
|
2.43K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 7.22% |
$109K - $131K
|
8.02K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
533+ 25.96% |
$108K - $129K
|
2.59K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
530+ 11.71% |
$107K - $128K
|
5.06K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
520+ 0.68% |
$105K - $126K
|
77.1K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
514+ 7.11% |
$104K - $125K
|
7.75K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
511+ 14.88% |
$103K - $124K
|
3.95K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
509New |
$103K - $123K
|
509
$133K
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
503+ 10.41% |
$102K - $122K
|
5.33K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
501+ 1.37% |
$101K - $121K
|
37.2K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
497+ 3.04% |
$100K - $120K
|
16.9K
$4.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
495+ 25.42% |
$99.9K - $120K
|
2.44K
$639K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
495+ 21.24% |
$99.9K - $120K
|
2.83K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
492+ 1405.71% |
$99.3K - $119K
|
527
$138K
|