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 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.8KNew |
$365K - $415K
|
1.8K
$434K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.68KNew |
$341K - $388K
|
1.68K
$406K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.65K+ 88.38% |
$336K - $381K
|
3.52K
$850K
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.65K+ 3.05% |
$335K - $380K
|
55.7K
$13.5M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.6K+ 1.72% |
$326K - $370K
|
94.6K
$22.9M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.6KNew |
$326K - $370K
|
1.6K
$387K
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.59KNew |
$324K - $368K
|
1.59K
$385K
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.57KNew |
$318K - $361K
|
1.57K
$378K
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.55KNew |
$315K - $358K
|
1.55K
$374K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.51K+ 17.64% |
$306K - $348K
|
10K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.46K+ 13.73% |
$297K - $338K
|
12.1K
$2.93M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 1.62% |
$293K - $333K
|
90.2K
$21.8M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.44KNew |
$292K - $331K
|
1.44K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.41KNew |
$287K - $326K
|
1.41K
$341K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.41K+ 44.75% |
$287K - $326K
|
4.56K
$1.1M
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
1.41K+ 31.29% |
$286K - $325K
|
5.9K
$1.43M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.39KNew |
$283K - $321K
|
1.39K
$336K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 148.77% |
$282K - $320K
|
2.32K
$561K
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.38K+ 1.77% |
$280K - $318K
|
79.1K
$19.1M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.36KNew |
$277K - $315K
|
1.36K
$329K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.34K+ 11.08% |
$273K - $310K
|
13.5K
$3.25M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.33KNew |
$271K - $308K
|
1.33K
$322K
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.31K+ 2.57% |
$267K - $303K
|
52.4K
$12.7M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.31KNew |
$267K - $303K
|
1.31K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$267K - $303K
|
1.31K
$317K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.29K+ 56.47% |
$263K - $298K
|
3.58K
$864K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.29K+ 32.98% |
$263K - $298K
|
5.21K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$262K - $297K
|
1.29K
$311K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.27K+ 14.02% |
$259K - $294K
|
10.4K
$2.5M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.27KNew |
$258K - $293K
|
1.27K
$307K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.27KNew |
$258K - $293K
|
1.27K
$307K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.27K+ 184.06% |
$258K - $293K
|
1.96K
$474K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.22K+ 7.96% |
$248K - $282K
|
16.6K
$4M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.21K+ 7.58% |
$247K - $280K
|
17.2K
$4.16M
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.21K+ 10.3% |
$246K - $279K
|
13K
$3.13M
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.2K+ 6.93% |
$243K - $276K
|
18.5K
$4.47M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$239K - $271K
|
1.18K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.17K+ 13.59% |
$239K - $271K
|
9.81K
$2.37M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.17KNew |
$238K - $270K
|
1.17K
$282K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.16KNew |
$236K - $269K
|
1.16K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13K+ 172.59% |
$229K - $260K
|
1.78K
$430K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.12K+ 2.59% |
$227K - $258K
|
44.3K
$10.7M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11K+ 3.45% |
$226K - $257K
|
33.4K
$8.07M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$224K - $255K
|
1.1K
$267K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 2.04% |
$223K - $253K
|
54.8K
$13.3M
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 15.44% |
$223K - $253K
|
8.19K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.09K+ 3.0% |
$221K - $251K
|
37.3K
$9.01M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.08KNew |
$219K - $249K
|
1.08K
$261K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.07K+ 49.56% |
$218K - $248K
|
3.24K
$783K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.07KNew |
$218K - $247K
|
1.07K
$259K
|