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 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.21K+ 7.98% |
$232K - $279K
|
16.4K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.2K+ 1.9% |
$230K - $277K
|
64.5K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.2KNew |
$230K - $276K
|
1.2K
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.2KNew |
$229K - $275K
|
1.2K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.19K+ 27.82% |
$227K - $274K
|
5.46K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.17KNew |
$223K - $268K
|
1.17K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 1.92% |
$222K - $268K
|
61.8K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.15K+ 11.65% |
$219K - $264K
|
11K
$2.65M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.13K+ 1.76% |
$217K - $261K
|
65.5K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.12KNew |
$215K - $258K
|
1.12K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.12KNew |
$214K - $257K
|
1.12K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.11KNew |
$212K - $255K
|
1.11K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.1KNew |
$210K - $253K
|
1.1K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 5.78% |
$210K - $253K
|
20.1K
$4.85M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09KNew |
$209K - $252K
|
1.09K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.09K+ 22.88% |
$208K - $250K
|
5.83K
$1.41M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.08K+ 22.92% |
$207K - $249K
|
5.79K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.06KNew |
$203K - $244K
|
1.06K
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.06KNew |
$202K - $243K
|
1.06K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.05KNew |
$200K - $241K
|
1.05K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.05KNew |
$200K - $241K
|
1.05K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05KNew |
$200K - $241K
|
1.05K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.04KNew |
$200K - $240K
|
1.04K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.04KNew |
$199K - $239K
|
1.04K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.04KNew |
$198K - $238K
|
1.04K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.03KNew |
$197K - $238K
|
1.03K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.03KNew |
$197K - $237K
|
1.03K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$196K - $235K
|
1.02K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.02KNew |
$195K - $235K
|
1.02K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.02K+ 404.37% |
$195K - $235K
|
1.27K
$307K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.02KNew |
$195K - $234K
|
1.02K
$246K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.01KNew |
$194K - $233K
|
1.01K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$193K - $232K
|
1.01K
$244K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1K+ 3.81% |
$192K - $231K
|
27.4K
$6.61M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1K+ 90.03% |
$192K - $231K
|
2.12K
$511K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 36.75% |
$191K - $230K
|
3.72K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1KNew |
$191K - $230K
|
1K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
998New |
$191K - $230K
|
998
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
996+ 56.69% |
$191K - $229K
|
2.75K
$665K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
994New |
$190K - $229K
|
994
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
988New |
$189K - $227K
|
988
$239K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
988New |
$189K - $227K
|
988
$239K
|