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 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
249+ 1.55% |
$47.6K - $57.3K
|
16.3K
$3.95M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
239+ 2.03% |
$45.7K - $55K
|
12K
$2.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
231+ 17.19% |
$44.2K - $53.2K
|
1.58K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
227+ 16.18% |
$43.4K - $52.2K
|
1.63K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
226+ 19.67% |
$43.2K - $52K
|
1.38K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
225+ 16.22% |
$43K - $51.8K
|
1.61K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
222+ 8.69% |
$42.5K - $51.1K
|
2.78K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
216+ 8.03% |
$41.3K - $49.7K
|
2.91K
$702K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
215+ 10.61% |
$41.1K - $49.5K
|
2.24K
$542K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
213+ 1.44% |
$40.7K - $49K
|
15K
$3.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$40K - $48.1K
|
209
$50.5K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
207+ 0.58% |
$39.6K - $47.6K
|
36K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
202+ 6.72% |
$38.6K - $46.5K
|
3.21K
$775K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$38.3K - $46K
|
200
$48.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
199+ 0.65% |
$38.1K - $45.8K
|
30.7K
$7.42M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
199+ 4.91% |
$38.1K - $45.8K
|
4.25K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
196+ 6.63% |
$37.5K - $45.1K
|
3.15K
$762K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
194New |
$37.1K - $44.6K
|
194
$46.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
191+ 6.52% |
$36.5K - $44K
|
3.12K
$754K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
190+ 2.35% |
$36.3K - $43.7K
|
8.27K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
190+ 9.21% |
$36.3K - $43.7K
|
2.25K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
190+ 25.03% |
$36.3K - $43.7K
|
949
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
185+ 4.38% |
$35.4K - $42.6K
|
4.41K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
185+ 0.84% |
$35.4K - $42.6K
|
22.2K
$5.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
184New |
$35.2K - $42.3K
|
184
$44.5K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
184+ 4.93% |
$35.2K - $42.3K
|
3.91K
$946K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
183+ 10.49% |
$35K - $42.1K
|
1.93K
$466K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
179+ 3.36% |
$34.2K - $41.2K
|
5.51K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
175+ 6.95% |
$33.5K - $40.3K
|
2.69K
$651K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
174+ 1.52% |
$33.3K - $40K
|
11.6K
$2.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
174+ 4.1% |
$33.3K - $40K
|
4.42K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
173+ 2.98% |
$33.1K - $39.8K
|
5.98K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
172+ 2.4% |
$32.9K - $39.6K
|
7.34K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
165+ 13.23% |
$31.6K - $38K
|
1.41K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
164+ 65.86% |
$31.4K - $37.7K
|
413
$99.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
153+ 2.51% |
$29.3K - $35.2K
|
6.26K
$1.51M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
151New |
$28.9K - $34.8K
|
151
$36.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
149+ 0.37% |
$28.5K - $34.3K
|
40.2K
$9.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
144+ 4.89% |
$27.5K - $33.1K
|
3.09K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
143New |
$27.4K - $32.9K
|
143
$34.6K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
143+ 9.41% |
$27.4K - $32.9K
|
1.66K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
141+ 8.39% |
$27K - $32.4K
|
1.82K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
131+ 8.34% |
$25.1K - $30.1K
|
1.7K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
125+ 4.79% |
$23.9K - $28.8K
|
2.73K
$660K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
123+ 2.91% |
$23.5K - $28.3K
|
4.35K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
119+ 7.23% |
$22.8K - $27.4K
|
1.77K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
115+ 0.77% |
$22K - $26.5K
|
15.1K
$3.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
112+ 23.58% |
$21.4K - $25.8K
|
587
$142K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
109+ 1.91% |
$20.9K - $25.1K
|
5.81K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
109+ 8.53% |
$20.9K - $25.1K
|
1.39K
$335K
|