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
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
882New |
$169K - $203K
|
882
$211K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
881New |
$169K - $203K
|
881
$211K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
880+ 68.7% |
$168K - $203K
|
2.16K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
879New |
$168K - $202K
|
879
$210K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
878New |
$168K - $202K
|
878
$210K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
877+ 30.47% |
$168K - $202K
|
3.76K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
877New |
$168K - $202K
|
877
$210K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
876New |
$168K - $202K
|
876
$210K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
872New |
$167K - $201K
|
872
$209K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
871New |
$167K - $200K
|
871
$208K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
870New |
$166K - $200K
|
870
$208K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
869+ 59.73% |
$166K - $200K
|
2.32K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
868+ 42.93% |
$166K - $200K
|
2.89K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
866+ 24.47% |
$166K - $199K
|
4.41K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
862+ 10.49% |
$165K - $198K
|
9.08K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
857+ 4.29% |
$164K - $197K
|
20.8K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
823+ 2.56% |
$157K - $189K
|
32.9K
$7.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
819+ 5.64% |
$157K - $188K
|
15.3K
$3.67M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
809+ 1.57% |
$155K - $186K
|
52.4K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
770New |
$147K - $177K
|
770
$184K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
770+ 3.43% |
$147K - $177K
|
23.2K
$5.55M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
762+ 0.46% |
$146K - $175K
|
165K
$39.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
756+ 19.1% |
$145K - $174K
|
4.71K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
715+ 44.94% |
$137K - $165K
|
2.31K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
708+ 4.27% |
$135K - $163K
|
17.3K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
706+ 3.11% |
$135K - $162K
|
23.4K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
700+ 1.61% |
$134K - $161K
|
44.3K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 8.15% |
$134K - $161K
|
9.29K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
699+ 21.9% |
$134K - $161K
|
3.89K
$931K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
677+ 0.6% |
$130K - $156K
|
113K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
676+ 263.04% |
$129K - $156K
|
933
$223K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
657+ 25.89% |
$126K - $151K
|
3.2K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
639New |
$122K - $147K
|
639
$153K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
626New |
$120K - $144K
|
626
$150K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
616+ 5.42% |
$118K - $142K
|
12K
$2.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
602+ 3.79% |
$115K - $139K
|
16.5K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
579+ 1.08% |
$111K - $133K
|
54.1K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
569New |
$109K - $131K
|
569
$136K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
555+ 5.14% |
$106K - $128K
|
11.4K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
554+ 95.03% |
$106K - $127K
|
1.14K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
552+ 13.81% |
$106K - $127K
|
4.55K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
539+ 8.72% |
$103K - $124K
|
6.72K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500+ 16666.67% |
$95.7K - $115K
|
503
$120K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
496+ 24.31% |
$94.9K - $114K
|
2.54K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
494+ 0.48% |
$94.5K - $114K
|
103K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
481+ 230.14% |
$92K - $111K
|
690
$165K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
478New |
$91.4K - $110K
|
478
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
475+ 35.85% |
$90.9K - $109K
|
1.8K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
465New |
$89K - $107K
|
465
$111K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
444+ 727.87% |
$84.9K - $102K
|
505
$121K
|