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 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
24+ 0.79% |
$4.88K - $5.54K
|
3.07K
$741K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24New |
$4.88K - $5.54K
|
24
$5.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
24+ 1.22% |
$4.88K - $5.54K
|
1.99K
$481K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
23+ 0.59% |
$4.68K - $5.31K
|
3.92K
$947K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.95% |
$4.47K - $5.08K
|
2.33K
$563K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
22+ 0.2% |
$4.47K - $5.08K
|
11.1K
$2.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 0.47% |
$4.47K - $5.08K
|
4.74K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22+ 0.95% |
$4.47K - $5.08K
|
2.33K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
22+ 1.41% |
$4.47K - $5.08K
|
1.59K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21+ 0.48% |
$4.27K - $4.85K
|
4.43K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
21+ 0.21% |
$4.27K - $4.85K
|
10K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
20+ 1.27% |
$4.07K - $4.62K
|
1.59K
$385K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
20+ 285.71% |
$4.07K - $4.62K
|
27
$6.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 23.81% |
$4.07K - $4.62K
|
104
$25.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19+ 0.94% |
$3.86K - $4.39K
|
2.04K
$494K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$3.86K - $4.39K
|
19
$4.59K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
18+ 0.34% |
$3.66K - $4.16K
|
5.33K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
18+ 0.54% |
$3.66K - $4.16K
|
3.37K
$815K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
17+ 170.0% |
$3.46K - $3.93K
|
27
$6.53K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17+ 62.96% |
$3.46K - $3.93K
|
44
$10.6K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17New |
$3.46K - $3.93K
|
17
$4.11K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 1.65% |
$3.25K - $3.69K
|
985
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
16+ 1.12% |
$3.25K - $3.69K
|
1.45K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
15+ 0.73% |
$3.05K - $3.46K
|
2.08K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
15+ 1.25% |
$3.05K - $3.46K
|
1.21K
$293K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 3.54% |
$2.85K - $3.23K
|
409
$98.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14+ 1.29% |
$2.85K - $3.23K
|
1.1K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$2.85K - $3.23K
|
7.06K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14+ 0.76% |
$2.85K - $3.23K
|
1.85K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14+ 0.38% |
$2.85K - $3.23K
|
3.67K
$886K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$2.85K - $3.23K
|
14
$3.38K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
13+ 0.98% |
$2.64K - $3K
|
1.34K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
13+ 0.74% |
$2.64K - $3K
|
1.77K
$427K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12New |
$2.44K - $2.77K
|
12
$2.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.42% |
$2.44K - $2.77K
|
2.9K
$701K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 0.09% |
$2.24K - $2.54K
|
12.5K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 1.01% |
$2.24K - $2.54K
|
1.1K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.82% |
$2.24K - $2.54K
|
1.35K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
11+ 0.57% |
$2.24K - $2.54K
|
1.95K
$471K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10+ 0.2% |
$2.03K - $2.31K
|
5.02K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.08% |
$2.03K - $2.31K
|
11.8K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.16% |
$2.03K - $2.31K
|
6.08K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 2.99% |
$1.83K - $2.08K
|
310
$74.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 100.0% |
$1.83K - $2.08K
|
18
$4.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9New |
$1.83K - $2.08K
|
9
$2.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 1.09% |
$1.63K - $1.85K
|
740
$179K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 14.29% |
$1.63K - $1.85K
|
64
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8+ 0.15% |
$1.63K - $1.85K
|
5.32K
$1.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$1.63K - $1.85K
|
3.01K
$727K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.2% |
$1.42K - $1.62K
|
3.45K
$834K
|