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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
428+ 7.25% |
$81.9K - $98.5K
|
6.33K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
425+ 5.22% |
$81.3K - $97.8K
|
8.57K
$2.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
422+ 29.02% |
$80.7K - $97.1K
|
1.88K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
418+ 30.87% |
$80K - $96.2K
|
1.77K
$455K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
417+ 4.96% |
$79.8K - $96K
|
8.82K
$2.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
409+ 1.13% |
$78.2K - $94.1K
|
36.7K
$9.43M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
409+ 786.54% |
$78.2K - $94.1K
|
461
$118K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
406+ 32.45% |
$77.7K - $93.4K
|
1.66K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
397+ 38.77% |
$75.9K - $91.4K
|
1.42K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
395+ 1.61% |
$75.6K - $90.9K
|
24.9K
$6.4M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
375+ 15.75% |
$71.7K - $86.3K
|
2.76K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
364+ 8.04% |
$69.6K - $83.8K
|
4.89K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
364New |
$69.6K - $83.8K
|
364
$93.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
356New |
$68.1K - $81.9K
|
356
$91.5K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
352+ 19.28% |
$67.3K - $81K
|
2.18K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
350+ 6.72% |
$67K - $80.5K
|
5.56K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
340+ 14.18% |
$65K - $78.2K
|
2.74K
$703K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
339+ 4.16% |
$64.9K - $78K
|
8.48K
$2.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
338+ 0.36% |
$64.7K - $77.8K
|
93K
$23.9M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
325+ 20.57% |
$62.2K - $74.8K
|
1.91K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
325+ 7.69% |
$62.2K - $74.8K
|
4.55K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
324+ 15.38% |
$62K - $74.6K
|
2.43K
$624K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
324+ 7.02% |
$62K - $74.6K
|
4.94K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
320+ 3.47% |
$61.2K - $73.6K
|
9.55K
$2.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
316+ 1.54% |
$60.5K - $72.7K
|
20.9K
$5.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
312+ 5.42% |
$59.7K - $71.8K
|
6.06K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
307+ 10.86% |
$58.7K - $70.7K
|
3.14K
$805K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
305+ 10.22% |
$58.3K - $70.2K
|
3.29K
$845K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
302+ 24.98% |
$57.8K - $69.5K
|
1.51K
$388K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
295+ 7.97% |
$56.4K - $67.9K
|
4K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
288+ 1.64% |
$55.1K - $66.3K
|
17.9K
$4.6M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
288+ 3.48% |
$55.1K - $66.3K
|
8.56K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
286+ 10.78% |
$54.7K - $65.8K
|
2.94K
$755K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
283+ 0.88% |
$54.1K - $65.1K
|
32.3K
$8.29M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
282+ 11.4% |
$53.9K - $64.9K
|
2.76K
$708K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
276+ 2.63% |
$52.8K - $63.5K
|
10.8K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
274+ 8.08% |
$52.4K - $63.1K
|
3.67K
$942K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
268+ 260.19% |
$51.3K - $61.7K
|
371
$95.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
267+ 28.86% |
$51.1K - $61.4K
|
1.19K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
265+ 0.53% |
$50.7K - $61K
|
50K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
260+ 6.89% |
$49.7K - $59.8K
|
4.03K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
258+ 13.81% |
$49.4K - $59.4K
|
2.13K
$546K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
257+ 11.17% |
$49.2K - $59.1K
|
2.56K
$657K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
254+ 8.15% |
$48.6K - $58.5K
|
3.37K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
254+ 313.58% |
$48.6K - $58.5K
|
335
$86.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
251+ 13.18% |
$48K - $57.8K
|
2.16K
$554K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$47.8K - $57.5K
|
250
$64.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
249+ 1.55% |
$47.6K - $57.3K
|
16.3K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
239+ 2.03% |
$45.7K - $55K
|
12K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
231+ 17.19% |
$44.2K - $53.2K
|
1.58K
$405K
|