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 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
7+ 0.52% |
$1.42K - $1.62K
|
1.35K
$326K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7+ 0.25% |
$1.42K - $1.62K
|
2.78K
$672K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.42K - $1.62K
|
2.63K
$635K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.16% |
$1.42K - $1.62K
|
4.48K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.65% |
$1.42K - $1.62K
|
1.09K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6+ 0.11% |
$1.22K - $1.39K
|
5.4K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
6+ 0.13% |
$1.22K - $1.39K
|
4.7K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5+ 0.18% |
$1.02K - $1.15K
|
2.76K
$667K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.02K - $1.15K
|
1.32K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.36% |
$1.02K - $1.15K
|
1.41K
$340K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.58% |
$1.02K - $1.15K
|
860
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 15.15% |
$1.02K - $1.15K
|
38
$9.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.79% |
$813 - $924
|
509
$123K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
4+ 0.14% |
$813 - $924
|
2.86K
$692K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4+ 0.33% |
$813 - $924
|
1.23K
$297K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
4+ 0.13% |
$813 - $924
|
3.1K
$750K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
4+ 0.2% |
$813 - $924
|
2.03K
$490K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.23% |
$813 - $924
|
1.72K
$416K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.28% |
$813 - $924
|
1.45K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
4New |
$813 - $924
|
4
$967
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.41% |
$813 - $924
|
989
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
4+ 0.2% |
$813 - $924
|
2.04K
$493K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 21.43% |
$610 - $693
|
17
$4.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 2.61% |
$610 - $693
|
118
$28.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3+ 0.29% |
$610 - $693
|
1.04K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$610 - $693
|
3
$725
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.52% |
$407 - $462
|
387
$93.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.28% |
$407 - $462
|
63
$15.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2+ 0.17% |
$407 - $462
|
1.16K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$407 - $462
|
14.9K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.59% |
$407 - $462
|
342
$82.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2New |
$407 - $462
|
2
$483
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.11% |
$407 - $462
|
1.85K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2New |
$407 - $462
|
2
$483
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$407 - $462
|
3.12K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.19% |
$407 - $462
|
1.08K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 20.0% |
$407 - $462
|
12
$2.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.01% |
$407 - $462
|
17K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.08% |
$407 - $462
|
2.5K
$604K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.65% |
$407 - $462
|
308
$74.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$203 - $231
|
1.38K
$333K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$203 - $231
|
101
$24.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$203 - $231
|
1.19K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.07% |
$203 - $231
|
1.52K
$367K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.16% |
$203 - $231
|
615
$149K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$203 - $231
|
1.2K
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$203 - $231
|
542
$131K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.11% |
$203 - $231
|
877
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.06% |
$203 - $231
|
1.69K
$408K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1+ 0.06% |
$203 - $231
|
1.6K
$386K
|