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
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-115- 0.99% |
$22K - $26.5K
|
11.5K
$2.94M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-119- 5.88% |
$22.8K - $27.4K
|
1.91K
$490K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-119- 6.18% |
$22.8K - $27.4K
|
1.81K
$464K
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 10.02% |
$23K - $27.6K
|
1.08K
$277K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-121- 8.44% |
$23.1K - $27.8K
|
1.31K
$337K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-122- 9.18% |
$23.3K - $28.1K
|
1.21K
$310K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-122- 3.43% |
$23.3K - $28.1K
|
3.43K
$882K
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-125- 0.16% |
$23.9K - $28.8K
|
77.7K
$20M
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-129- 0.83% |
$24.7K - $29.7K
|
15.4K
$3.97M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-130- 10.48% |
$24.9K - $29.9K
|
1.11K
$285K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-135- 6.21% |
$25.8K - $31.1K
|
2.04K
$524K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-137- 3.17% |
$26.2K - $31.5K
|
4.18K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-139- 0.92% |
$26.6K - $32K
|
14.9K
$3.84M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-139- 47.77% |
$26.6K - $32K
|
152
$39K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-140- 5.58% |
$26.8K - $32.2K
|
2.37K
$609K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-147- 1.43% |
$28.1K - $33.8K
|
10.1K
$2.6M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-150- 8.4% |
$28.7K - $34.5K
|
1.64K
$420K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-156- 3.63% |
$29.8K - $35.9K
|
4.14K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-163- 1.58% |
$31.2K - $37.5K
|
10.1K
$2.6M
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-173- 4.17% |
$33.1K - $39.8K
|
3.98K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-174- 5.76% |
$33.3K - $40K
|
2.85K
$732K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-177- 0.58% |
$33.9K - $40.7K
|
30.5K
$7.84M
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-180- 0.93% |
$34.4K - $41.4K
|
19.2K
$4.94M
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-190- 9.2% |
$36.3K - $43.7K
|
1.88K
$482K
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-193- 0.41% |
$36.9K - $44.4K
|
47.1K
$12.1M
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-195- 0.94% |
$37.3K - $44.9K
|
20.5K
$5.27M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-195- 12.54% |
$37.3K - $44.9K
|
1.36K
$349K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-195- 2.42% |
$37.3K - $44.9K
|
7.88K
$2.02M
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-200- 1.27% |
$38.3K - $46K
|
15.5K
$3.99M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 61.73% |
$38.3K - $46K
|
124
$31.9K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-200- 9.93% |
$38.3K - $46K
|
1.81K
$466K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-202- 14.79% |
$38.6K - $46.5K
|
1.16K
$299K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-204- 7.04% |
$39K - $46.9K
|
2.7K
$692K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-206- 4.43% |
$39.4K - $47.4K
|
4.45K
$1.14M
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-207- 5.48% |
$39.6K - $47.6K
|
3.57K
$917K
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-210- 0.72% |
$40.2K - $48.3K
|
28.8K
$7.4M
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-215- 0.58% |
$41.1K - $49.5K
|
36.8K
$9.46M
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-215- 0.28% |
$41.1K - $49.5K
|
77K
$19.8M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-215- 11.39% |
$41.1K - $49.5K
|
1.67K
$430K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-217- 95.59% |
$41.5K - $49.9K
|
10
$2.57K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-217- 4.01% |
$41.5K - $49.9K
|
5.2K
$1.34M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-217- 19.07% |
$41.5K - $49.9K
|
921
$237K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-217- 1.2% |
$41.5K - $49.9K
|
17.8K
$4.58M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-220- 1.96% |
$42.1K - $50.6K
|
11K
$2.83M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-221- 2.96% |
$42.3K - $50.9K
|
7.25K
$1.86M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-225- 3.37% |
$43K - $51.8K
|
6.45K
$1.66M
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-225- 5.19% |
$43K - $51.8K
|
4.11K
$1.06M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-225- 97.4% |
$43K - $51.8K
|
6
$1.54K
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-225- 5.33% |
$43K - $51.8K
|
4K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-236- 0.97% |
$45.1K - $54.3K
|
24.1K
$6.19M
|