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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108+ 1.28% |
$20.7K - $24.9K
|
8.54K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
107+ 1.01% |
$20.5K - $24.6K
|
10.7K
$2.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
105+ 0.55% |
$20.1K - $24.2K
|
19K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
104+ 3.78% |
$19.9K - $23.9K
|
2.85K
$690K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101+ 73.19% |
$19.3K - $23.2K
|
239
$57.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 7.17% |
$19.1K - $23K
|
1.49K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
97+ 1.4% |
$18.6K - $22.3K
|
7.05K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
94+ 7.57% |
$18K - $21.6K
|
1.34K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93+ 44.71% |
$17.8K - $21.4K
|
301
$72.7K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
91+ 4.41% |
$17.4K - $20.9K
|
2.16K
$521K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 5.04% |
$17.2K - $20.7K
|
1.87K
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
88+ 0.54% |
$16.8K - $20.3K
|
16.4K
$3.95M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
85+ 5.89% |
$16.3K - $19.6K
|
1.53K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
83+ 0.7% |
$15.9K - $19.1K
|
11.9K
$2.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
82New |
$15.7K - $18.9K
|
82
$19.8K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
81+ 0.16% |
$15.5K - $18.6K
|
50.1K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
78+ 45.61% |
$14.9K - $18K
|
249
$60.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
77+ 2.63% |
$14.7K - $17.7K
|
3.01K
$727K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77+ 26.1% |
$14.7K - $17.7K
|
372
$89.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
75+ 0.72% |
$14.3K - $17.3K
|
10.5K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
75+ 3.44% |
$14.3K - $17.3K
|
2.25K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
75+ 1.59% |
$14.3K - $17.3K
|
4.8K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
73+ 1.88% |
$14K - $16.8K
|
3.95K
$955K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72New |
$13.8K - $16.6K
|
72
$17.4K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
72+ 3.45% |
$13.8K - $16.6K
|
2.16K
$522K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
71+ 53.79% |
$13.6K - $16.3K
|
203
$49.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
70+ 5.3% |
$13.4K - $16.1K
|
1.39K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
70New |
$13.4K - $16.1K
|
70
$16.9K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
67+ 4.06% |
$12.8K - $15.4K
|
1.72K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
67+ 4.81% |
$12.8K - $15.4K
|
1.46K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
67+ 8.48% |
$12.8K - $15.4K
|
857
$207K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
67+ 31.16% |
$12.8K - $15.4K
|
282
$68.2K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 74.16% |
$12.6K - $15.2K
|
155
$37.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
65+ 4.1% |
$12.4K - $15K
|
1.65K
$399K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
65+ 5.26% |
$12.4K - $15K
|
1.3K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
64+ 0.97% |
$12.2K - $14.7K
|
6.69K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
64+ 4.18% |
$12.2K - $14.7K
|
1.6K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
64New |
$12.2K - $14.7K
|
64
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
63+ 2.25% |
$12.1K - $14.5K
|
2.87K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
61+ 3.61% |
$11.7K - $14K
|
1.75K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
57+ 3.19% |
$10.9K - $13.1K
|
1.85K
$446K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
57+ 3.78% |
$10.9K - $13.1K
|
1.57K
$378K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 11.07% |
$10.9K - $13.1K
|
572
$138K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
56+ 2.53% |
$10.7K - $12.9K
|
2.27K
$549K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 4.45% |
$10.5K - $12.7K
|
1.29K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
55+ 0.79% |
$10.5K - $12.7K
|
6.99K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
53+ 0.86% |
$10.1K - $12.2K
|
6.23K
$1.51M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 9.78% |
$9.57K - $11.5K
|
561
$136K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
50+ 16.13% |
$9.57K - $11.5K
|
360
$87K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
50+ 0.1% |
$9.57K - $11.5K
|
50.8K
$12.3M
|