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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
522+ 5.92% |
$106K - $121K
|
9.34K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
510+ 8.53% |
$104K - $118K
|
6.49K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
500+ 11.74% |
$102K - $115K
|
4.76K
$1.15M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
491+ 13.16% |
$99.8K - $113K
|
4.22K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
489+ 9.62% |
$99.4K - $113K
|
5.57K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
481+ 21.45% |
$97.8K - $111K
|
2.72K
$658K
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
474+ 4.36% |
$96.4K - $109K
|
11.3K
$2.74M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
464+ 18.3% |
$94.3K - $107K
|
3K
$725K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
461+ 0.48% |
$93.7K - $106K
|
97.5K
$23.6M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
460New |
$93.5K - $106K
|
460
$111K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
456+ 7.29% |
$92.7K - $105K
|
6.71K
$1.62M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
452+ 5.33% |
$91.9K - $104K
|
8.93K
$2.16M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
449+ 17.36% |
$91.3K - $104K
|
3.04K
$734K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
449+ 14.29% |
$91.3K - $104K
|
3.59K
$868K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
448+ 1.3% |
$91.1K - $103K
|
34.9K
$8.44M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
447+ 3.84% |
$90.9K - $103K
|
12.1K
$2.92M
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
440+ 9.18% |
$89.5K - $102K
|
5.24K
$1.27M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
436+ 29.72% |
$88.7K - $101K
|
1.9K
$460K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
426New |
$86.6K - $98.4K
|
426
$103K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
426New |
$86.6K - $98.4K
|
426
$103K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
418+ 112.67% |
$85K - $96.5K
|
789
$191K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
406+ 31.47% |
$82.6K - $93.7K
|
1.7K
$410K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
403+ 3.65% |
$81.9K - $93K
|
11.4K
$2.76M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
396+ 12.78% |
$80.5K - $91.4K
|
3.5K
$845K
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
395+ 17.39% |
$80.3K - $91.2K
|
2.67K
$644K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
389+ 3.72% |
$79.1K - $89.8K
|
10.9K
$2.62M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
361+ 1.8% |
$73.4K - $83.4K
|
20.4K
$4.94M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
353+ 666.04% |
$71.8K - $81.5K
|
406
$98.1K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
353+ 2.9% |
$71.8K - $81.5K
|
12.5K
$3.03M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
342+ 29.33% |
$69.5K - $79K
|
1.51K
$364K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
322New |
$65.5K - $74.3K
|
322
$77.8K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
317+ 4.58% |
$64.5K - $73.2K
|
7.23K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
305+ 7.92% |
$62K - $70.4K
|
4.16K
$1M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
300+ 14.29% |
$61K - $69.3K
|
2.4K
$580K
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
290+ 10.0% |
$59K - $67K
|
3.19K
$771K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
277+ 1.47% |
$56.3K - $64K
|
19.1K
$4.61M
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
276+ 0.34% |
$56.1K - $63.7K
|
80.5K
$19.5M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
273+ 7.66% |
$55.5K - $63K
|
3.84K
$928K
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
269+ 3.81% |
$54.7K - $62.1K
|
7.33K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
268+ 25.89% |
$54.5K - $61.9K
|
1.3K
$315K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
261+ 10.21% |
$53.1K - $60.3K
|
2.82K
$681K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
258+ 1.57% |
$52.5K - $59.6K
|
16.7K
$4.03M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
254New |
$51.6K - $58.6K
|
254
$61.4K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
252+ 1.1% |
$51.2K - $58.2K
|
23.3K
$5.62M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
252+ 1.1% |
$51.2K - $58.2K
|
23.3K
$5.62M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
248+ 27.07% |
$50.4K - $57.3K
|
1.16K
$281K
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
248+ 413.33% |
$50.4K - $57.3K
|
308
$74.4K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
240+ 1.2% |
$48.8K - $55.4K
|
20.2K
$4.89M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
233+ 4.48% |
$47.4K - $53.8K
|
5.43K
$1.31M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
230+ 5.29% |
$46.8K - $53.1K
|
4.58K
$1.11M
|