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 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
45+ 1.34% |
$8.61K - $10.4K
|
3.41K
$875K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
45+ 2.05% |
$8.61K - $10.4K
|
2.24K
$576K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
42+ 1.18% |
$8.03K - $9.67K
|
3.61K
$926K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
41+ 2.44% |
$7.84K - $9.44K
|
1.72K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
41+ 0.88% |
$7.84K - $9.44K
|
4.69K
$1.21M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40+ 4.57% |
$7.65K - $9.21K
|
916
$235K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
39+ 0.65% |
$7.46K - $8.98K
|
6.07K
$1.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
38+ 61.29% |
$7.27K - $8.75K
|
100
$25.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
38+ 2.0% |
$7.27K - $8.75K
|
1.94K
$498K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
38+ 4.09% |
$7.27K - $8.75K
|
966
$248K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
37+ 1.68% |
$7.08K - $8.52K
|
2.24K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37+ 1.95% |
$7.08K - $8.52K
|
1.93K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
36New |
$6.89K - $8.29K
|
36
$9.25K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
35+ 1.08% |
$6.7K - $8.05K
|
3.29K
$844K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
34+ 2.51% |
$6.5K - $7.82K
|
1.39K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 4.25% |
$6.5K - $7.82K
|
834
$214K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 206.25% |
$6.31K - $7.59K
|
49
$12.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
33+ 2.48% |
$6.31K - $7.59K
|
1.36K
$350K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
29+ 17.06% |
$5.55K - $6.67K
|
199
$51.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
29+ 0.06% |
$5.55K - $6.67K
|
50.4K
$12.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
28+ 0.56% |
$5.36K - $6.44K
|
5.01K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28New |
$5.36K - $6.44K
|
28
$7.19K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
28+ 2.27% |
$5.36K - $6.44K
|
1.26K
$323K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 2.79% |
$5.36K - $6.44K
|
1.03K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 5.65% |
$5.17K - $6.21K
|
505
$130K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
26+ 1.42% |
$4.97K - $5.98K
|
1.86K
$478K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
25+ 0.25% |
$4.78K - $5.75K
|
10.1K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
24+ 6.03% |
$4.59K - $5.52K
|
422
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
24+ 0.74% |
$4.59K - $5.52K
|
3.25K
$835K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
22+ 0.23% |
$4.21K - $5.06K
|
9.71K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 14.29% |
$4.02K - $4.83K
|
168
$43.2K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 1.05% |
$4.02K - $4.83K
|
2.03K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21+ 2.1% |
$4.02K - $4.83K
|
1.02K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20+ 1.72% |
$3.83K - $4.6K
|
1.18K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.81% |
$3.83K - $4.6K
|
2.5K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 1.39% |
$3.83K - $4.6K
|
1.46K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 90.48% |
$3.63K - $4.37K
|
40
$10.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
18+ 1.54% |
$3.44K - $4.14K
|
1.19K
$306K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 1.49% |
$3.44K - $4.14K
|
1.23K
$316K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17+ 0.24% |
$3.25K - $3.91K
|
7.06K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.12% |
$3.25K - $3.91K
|
14.5K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 0.67% |
$3.25K - $3.91K
|
2.56K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
17+ 0.23% |
$3.25K - $3.91K
|
7.55K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
16+ 0.43% |
$3.06K - $3.68K
|
3.77K
$968K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16+ 0.56% |
$3.06K - $3.68K
|
2.89K
$742K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$2.87K - $3.45K
|
15
$3.85K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15+ 1.03% |
$2.87K - $3.45K
|
1.47K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.22% |
$2.87K - $3.45K
|
6.72K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
15+ 6.94% |
$2.87K - $3.45K
|
231
$59.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.13% |
$2.68K - $3.22K
|
1.25K
$321K
|