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 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-83- 5.89% |
$16.9K - $19.2K
|
1.33K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-84- 3.07% |
$17.1K - $19.4K
|
2.65K
$641K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-86- 1.29% |
$17.5K - $19.9K
|
6.6K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-90- 1.81% |
$18.3K - $20.8K
|
4.89K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-90- 7.15% |
$18.3K - $20.8K
|
1.17K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-92- 6.75% |
$18.7K - $21.2K
|
1.27K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-95- 2.77% |
$19.3K - $21.9K
|
3.34K
$807K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 1.62% |
$19.9K - $22.6K
|
5.94K
$1.44M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 4.42% |
$20.3K - $23.1K
|
2.16K
$523K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 2.82% |
$20.3K - $23.1K
|
3.45K
$834K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 1.69% |
$20.3K - $23.1K
|
5.82K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 2.08% |
$20.7K - $23.6K
|
4.79K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-105- 6.98% |
$21.4K - $24.2K
|
1.4K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-109- 1.98% |
$22.2K - $25.2K
|
5.41K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-110- 4.48% |
$22.4K - $25.4K
|
2.35K
$567K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-116- 6.42% |
$23.6K - $26.8K
|
1.69K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-116- 0.92% |
$23.6K - $26.8K
|
12.5K
$3.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-119- 34.49% |
$24.2K - $27.5K
|
226
$54.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-121- 0.82% |
$24.6K - $27.9K
|
14.7K
$3.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 6.05% |
$24.8K - $28.2K
|
1.89K
$458K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-126- 2.48% |
$25.6K - $29.1K
|
4.95K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-129- 1.4% |
$26.2K - $29.8K
|
9.07K
$2.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-131- 79.39% |
$26.6K - $30.2K
|
34
$8.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-135- 5.99% |
$27.5K - $31.2K
|
2.12K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-137- 4.46% |
$27.9K - $31.6K
|
2.94K
$709K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-137- 5.01% |
$27.9K - $31.6K
|
2.6K
$627K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-138- 7.12% |
$28.1K - $31.9K
|
1.8K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-140- 5.25% |
$28.5K - $32.3K
|
2.53K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-141- 2.47% |
$28.7K - $32.6K
|
5.57K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-145- 1.93% |
$29.5K - $33.5K
|
7.39K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-145- 1.54% |
$29.5K - $33.5K
|
9.27K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-145- 2.23% |
$29.5K - $33.5K
|
6.35K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-147- 1.23% |
$29.9K - $33.9K
|
11.8K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-147- 3.64% |
$29.9K - $33.9K
|
3.89K
$939K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-149- 4.96% |
$30.3K - $34.4K
|
2.86K
$691K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
SELL
|
- |
-150- 2.18% |
$30.5K - $34.6K
|
6.73K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-150- 81.97% |
$30.5K - $34.6K
|
33
$7.98K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-153- 12.86% |
$31.1K - $35.3K
|
1.04K
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-154- 5.58% |
$31.3K - $35.6K
|
2.61K
$630K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-155- 0.67% |
$31.5K - $35.8K
|
22.9K
$5.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-158- 6.8% |
$32.1K - $36.5K
|
2.17K
$523K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-163- 11.92% |
$33.1K - $37.6K
|
1.21K
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-166- 11.01% |
$33.8K - $38.3K
|
1.34K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-167- 11.43% |
$34K - $38.6K
|
1.29K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-167- 33.53% |
$34K - $38.6K
|
331
$80K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-167- 14.69% |
$34K - $38.6K
|
970
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-169- 7.09% |
$34.4K - $39K
|
2.22K
$536K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-170- 3.44% |
$34.6K - $39.3K
|
4.77K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-174- 14.2% |
$35.4K - $40.2K
|
1.05K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-177- 3.74% |
$36K - $40.9K
|
4.56K
$1.1M
|