Purchases and Sales Made in Q3 2024 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
112New |
$22.6K - $27.1K
|
112
$29.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
111+ 1.68% |
$22.4K - $26.9K
|
6.71K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
110+ 7.44% |
$22.2K - $26.7K
|
1.59K
$417K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 56.25% |
$21.8K - $26.2K
|
300
$78.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
107+ 6.0% |
$21.6K - $25.9K
|
1.89K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
105+ 2.23% |
$21.2K - $25.4K
|
4.81K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
103+ 2.19% |
$20.8K - $25K
|
4.8K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 2.86% |
$20.2K - $24.2K
|
3.6K
$944K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 2.96% |
$19.6K - $23.5K
|
3.37K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
95+ 1.33% |
$19.2K - $23K
|
7.25K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
91+ 0.34% |
$18.4K - $22.1K
|
26.7K
$7.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
85+ 0.36% |
$17.2K - $20.6K
|
23.6K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
83+ 3.0% |
$16.8K - $20.1K
|
2.85K
$747K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
78+ 5.86% |
$15.7K - $18.9K
|
1.41K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
77+ 0.6% |
$15.5K - $18.7K
|
13K
$3.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
76+ 0.5% |
$15.3K - $18.4K
|
15.2K
$4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
76+ 4.86% |
$15.3K - $18.4K
|
1.64K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
75+ 1.88% |
$15.1K - $18.2K
|
4.08K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
75+ 3.37% |
$15.1K - $18.2K
|
2.3K
$603K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
71+ 1.22% |
$14.3K - $17.2K
|
5.9K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.09% |
$13.7K - $16.5K
|
6.28K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
67+ 2.52% |
$13.5K - $16.2K
|
2.72K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
67+ 6.51% |
$13.5K - $16.2K
|
1.1K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
66+ 3.43% |
$13.3K - $16K
|
1.99K
$523K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65New |
$13.1K - $15.8K
|
65
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
65+ 6.45% |
$13.1K - $15.8K
|
1.07K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
64+ 1.69% |
$12.9K - $15.5K
|
3.85K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 3.71% |
$12.7K - $15.3K
|
1.76K
$462K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
63+ 3.37% |
$12.7K - $15.3K
|
1.94K
$508K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
60New |
$12.1K - $14.5K
|
60
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
59+ 4.4% |
$11.9K - $14.3K
|
1.4K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
58+ 4.26% |
$11.7K - $14.1K
|
1.42K
$373K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
57+ 4.91% |
$11.5K - $13.8K
|
1.22K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
57New |
$11.5K - $13.8K
|
57
$15K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 1.17% |
$10.5K - $12.6K
|
4.48K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52+ 0.8% |
$10.5K - $12.6K
|
6.54K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
51+ 3.94% |
$10.3K - $12.4K
|
1.35K
$353K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
50+ 3.59% |
$10.1K - $12.1K
|
1.44K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 22.12% |
$10.1K - $12.1K
|
276
$72.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
48+ 2.93% |
$9.69K - $11.6K
|
1.69K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
47+ 1.8% |
$9.49K - $11.4K
|
2.66K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
47+ 11.38% |
$9.49K - $11.4K
|
460
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
46+ 3.8% |
$9.29K - $11.1K
|
1.26K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 4.09% |
$9.08K - $10.9K
|
1.15K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45+ 39.13% |
$9.08K - $10.9K
|
160
$42K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
44+ 66.67% |
$8.88K - $10.7K
|
110
$28.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 2.88% |
$8.48K - $10.2K
|
1.5K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
42New |
$8.48K - $10.2K
|
42
$11K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
41+ 16.6% |
$8.28K - $9.94K
|
288
$75.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
41+ 2.32% |
$8.28K - $9.94K
|
1.81K
$474K
|