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
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
17+ 0.23% |
$3.25K - $3.91K
|
7.55K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
16+ 0.43% |
$3.06K - $3.68K
|
3.77K
$985K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16+ 0.56% |
$3.06K - $3.68K
|
2.89K
$755K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$2.87K - $3.45K
|
15
$3.92K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15+ 1.03% |
$2.87K - $3.45K
|
1.47K
$385K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.22% |
$2.87K - $3.45K
|
6.72K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
15+ 6.94% |
$2.87K - $3.45K
|
231
$60.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 1.13% |
$2.68K - $3.22K
|
1.25K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
14+ 0.03% |
$2.68K - $3.22K
|
47.2K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
14+ 0.73% |
$2.68K - $3.22K
|
1.92K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
14New |
$2.68K - $3.22K
|
14
$3.66K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 12.26% |
$2.49K - $2.99K
|
119
$31.1K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
13New |
$2.49K - $2.99K
|
13
$3.4K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
13+ 0.74% |
$2.49K - $2.99K
|
1.78K
$464K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.52% |
$2.3K - $2.76K
|
2.31K
$603K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12+ 13.95% |
$2.3K - $2.76K
|
98
$25.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.17% |
$2.3K - $2.76K
|
7.24K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.69% |
$2.1K - $2.53K
|
1.61K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.48% |
$2.1K - $2.53K
|
2.31K
$603K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10New |
$1.91K - $2.3K
|
10
$2.61K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.89% |
$1.91K - $2.3K
|
1.13K
$296K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 0.05% |
$1.91K - $2.3K
|
22K
$5.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9+ 0.55% |
$1.72K - $2.07K
|
1.66K
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.15% |
$1.72K - $2.07K
|
6.09K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
9New |
$1.72K - $2.07K
|
9
$2.35K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
9+ 0.06% |
$1.72K - $2.07K
|
15.4K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 8.6% |
$1.53K - $1.84K
|
101
$26.4K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 0.56% |
$1.53K - $1.84K
|
1.45K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 400.0% |
$1.53K - $1.84K
|
10
$2.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
7New |
$1.34K - $1.61K
|
7
$1.83K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.34K - $1.61K
|
1.87K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
7+ 0.53% |
$1.34K - $1.61K
|
1.33K
$347K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 116.67% |
$1.34K - $1.61K
|
13
$3.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7New |
$1.34K - $1.61K
|
7
$1.83K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
6+ 0.03% |
$1.15K - $1.38K
|
18.1K
$4.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.2% |
$1.15K - $1.38K
|
3.05K
$796K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$1.15K - $1.38K
|
6
$1.57K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 30.0% |
$1.15K - $1.38K
|
26
$6.79K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6+ 0.34% |
$1.15K - $1.38K
|
1.78K
$466K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$957 - $1.15K
|
4.9K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$957 - $1.15K
|
5
$1.31K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5New |
$957 - $1.15K
|
5
$1.31K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5+ 0.26% |
$957 - $1.15K
|
1.96K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5+ 0.18% |
$957 - $1.15K
|
2.79K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
5+ 0.33% |
$957 - $1.15K
|
1.51K
$395K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.46% |
$957 - $1.15K
|
1.09K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$765 - $921
|
1.97K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 2.41% |
$765 - $921
|
170
$44.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.31% |
$765 - $921
|
309
$80.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.28% |
$765 - $921
|
1.42K
$370K
|