Purchases and Sales Made in Q2 2024 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
64+ 5.52% |
$13K - $14.8K
|
1.22K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
62+ 0.62% |
$12.6K - $14.3K
|
10K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
61+ 6.31% |
$12.4K - $14.1K
|
1.03K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
61+ 2.14% |
$12.4K - $14.1K
|
2.91K
$703K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
60New |
$12.2K - $13.9K
|
60
$14.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
60+ 1.76% |
$12.2K - $13.9K
|
3.47K
$838K
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
60+ 0.16% |
$12.2K - $13.9K
|
36.8K
$8.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 2.69% |
$11.8K - $13.4K
|
2.21K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
58+ 1.21% |
$11.8K - $13.4K
|
4.84K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
57+ 0.09% |
$11.6K - $13.2K
|
64.6K
$15.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
56New |
$11.4K - $12.9K
|
56
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
56+ 1.94% |
$11.4K - $12.9K
|
2.95K
$712K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
55+ 1.93% |
$11.2K - $12.7K
|
2.91K
$703K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
53+ 0.62% |
$10.8K - $12.2K
|
8.62K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
53New |
$10.8K - $12.2K
|
53
$12.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
51+ 0.57% |
$10.4K - $11.8K
|
8.98K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
50+ 2.81% |
$10.2K - $11.5K
|
1.83K
$442K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
48+ 2.79% |
$9.76K - $11.1K
|
1.77K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 18.32% |
$9.76K - $11.1K
|
310
$74.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
48+ 0.66% |
$9.76K - $11.1K
|
7.29K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
46+ 0.28% |
$9.35K - $10.6K
|
16.4K
$3.95M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
46New |
$9.35K - $10.6K
|
46
$11.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45+ 0.63% |
$9.15K - $10.4K
|
7.22K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
45+ 3.05% |
$9.15K - $10.4K
|
1.52K
$367K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
44+ 29.73% |
$8.95K - $10.2K
|
192
$46.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
44+ 4400.0% |
$8.95K - $10.2K
|
45
$10.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 2.2% |
$8.54K - $9.7K
|
1.95K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
42+ 0.73% |
$8.54K - $9.7K
|
5.83K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
40+ 2.82% |
$8.13K - $9.24K
|
1.46K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
40+ 4.24% |
$8.13K - $9.24K
|
984
$238K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.47% |
$7.73K - $8.77K
|
8.1K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.31% |
$7.52K - $8.54K
|
12K
$2.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 1.34% |
$7.32K - $8.31K
|
2.73K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34+ 2.48% |
$6.91K - $7.85K
|
1.4K
$339K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
33+ 0.07% |
$6.71K - $7.62K
|
48.7K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.7% |
$6.71K - $7.62K
|
4.78K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 45.07% |
$6.51K - $7.39K
|
103
$24.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32New |
$6.51K - $7.39K
|
32
$7.73K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31+ 0.8% |
$6.3K - $7.16K
|
3.91K
$946K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 0.78% |
$6.3K - $7.16K
|
4.03K
$973K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
30+ 2.52% |
$6.1K - $6.93K
|
1.22K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30+ 1.48% |
$6.1K - $6.93K
|
2.06K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
30+ 1.81% |
$6.1K - $6.93K
|
1.69K
$408K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
28New |
$5.69K - $6.46K
|
28
$6.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
27+ 0.83% |
$5.49K - $6.23K
|
3.28K
$792K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
26+ 2.0% |
$5.29K - $6K
|
1.33K
$321K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
25+ 1.23% |
$5.08K - $5.77K
|
2.05K
$496K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 0.26% |
$5.08K - $5.77K
|
9.76K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
25+ 0.99% |
$5.08K - $5.77K
|
2.55K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
25+ 1.32% |
$5.08K - $5.77K
|
1.93K
$465K
|