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 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
113New |
$23K - $26.1K
|
113
$27.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
111+ 1.01% |
$22.6K - $25.6K
|
11.1K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
109+ 7.13% |
$22.2K - $25.2K
|
1.64K
$396K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
107+ 6.85% |
$21.8K - $24.7K
|
1.67K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
107+ 1.53% |
$21.8K - $24.7K
|
7.09K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
106+ 1.58% |
$21.6K - $24.5K
|
6.82K
$1.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
102+ 9.28% |
$20.7K - $23.6K
|
1.2K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 3.29% |
$20.7K - $23.6K
|
3.2K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
102+ 3.46% |
$20.7K - $23.6K
|
3.05K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102+ 7.22% |
$20.7K - $23.6K
|
1.51K
$366K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101+ 1.39% |
$20.5K - $23.3K
|
7.35K
$1.78M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 3.61% |
$20.3K - $23.1K
|
2.87K
$693K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
98+ 1.39% |
$19.9K - $22.6K
|
7.16K
$1.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 16.93% |
$19.3K - $21.9K
|
656
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
95+ 2.61% |
$19.3K - $21.9K
|
3.74K
$904K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
94+ 8.98% |
$19.1K - $21.7K
|
1.14K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
94+ 2.18% |
$19.1K - $21.7K
|
4.41K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
92+ 1.48% |
$18.7K - $21.2K
|
6.32K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
92+ 8.72% |
$18.7K - $21.2K
|
1.15K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
87+ 15.21% |
$17.7K - $20.1K
|
659
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
87+ 6.47% |
$17.7K - $20.1K
|
1.43K
$346K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
86+ 4.22% |
$17.5K - $19.9K
|
2.12K
$513K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 2.77% |
$17.3K - $19.6K
|
3.16K
$763K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
81+ 0.77% |
$16.5K - $18.7K
|
10.6K
$2.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
81+ 1.05% |
$16.5K - $18.7K
|
7.8K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
80+ 0.66% |
$16.3K - $18.5K
|
12.3K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
79+ 1.44% |
$16.1K - $18.2K
|
5.56K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
76+ 19.95% |
$15.5K - $17.5K
|
457
$110K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
75New |
$15.3K - $17.3K
|
75
$18.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
75+ 1875.0% |
$15.3K - $17.3K
|
79
$19.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
75+ 2.62% |
$15.3K - $17.3K
|
2.94K
$711K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
73+ 3.45% |
$14.8K - $16.9K
|
2.19K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
73+ 0.16% |
$14.8K - $16.9K
|
46.4K
$11.2M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
72+ 7.45% |
$14.6K - $16.6K
|
1.04K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
71+ 2.98% |
$14.4K - $16.4K
|
2.46K
$593K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
70+ 29.29% |
$14.2K - $16.2K
|
309
$74.7K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
70+ 2.41% |
$14.2K - $16.2K
|
2.97K
$719K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
69+ 6.9% |
$14K - $15.9K
|
1.07K
$258K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
69+ 4.89% |
$14K - $15.9K
|
1.48K
$357K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
69New |
$14K - $15.9K
|
69
$16.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
68+ 6.22% |
$13.8K - $15.7K
|
1.16K
$281K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
68+ 3.73% |
$13.8K - $15.7K
|
1.89K
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
67+ 2.84% |
$13.6K - $15.5K
|
2.42K
$586K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
67+ 0.44% |
$13.6K - $15.5K
|
15.2K
$3.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
65+ 11.07% |
$13.2K - $15K
|
652
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65+ 11.86% |
$13.2K - $15K
|
613
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
65+ 0.88% |
$13.2K - $15K
|
7.48K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$13.2K - $15K
|
65
$15.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
65New |
$13.2K - $15K
|
65
$15.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
64+ 1.61% |
$13K - $14.8K
|
4.05K
$978K
|