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 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
41+ 2.32% |
$8.28K - $9.94K
|
1.81K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
39+ 3.07% |
$7.87K - $9.45K
|
1.31K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
39+ 1.92% |
$7.87K - $9.45K
|
2.07K
$545K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 2.62% |
$7.67K - $9.21K
|
1.49K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.76% |
$7.47K - $8.97K
|
4.89K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
36+ 0.1% |
$7.27K - $8.72K
|
36.4K
$9.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$7.27K - $8.72K
|
36
$9.5K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
34+ 0.62% |
$6.86K - $8.24K
|
5.52K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
34+ 2.42% |
$6.86K - $8.24K
|
1.44K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34+ 0.64% |
$6.86K - $8.24K
|
5.37K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
33+ 1.38% |
$6.66K - $8K
|
2.43K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 0.92% |
$6.66K - $8K
|
3.62K
$956K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
32+ 0.32% |
$6.46K - $7.76K
|
10.1K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 0.25% |
$6.46K - $7.76K
|
13K
$3.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
31+ 0.85% |
$6.26K - $7.51K
|
3.68K
$971K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 1.29% |
$6.06K - $7.27K
|
2.35K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
30+ 1.74% |
$6.06K - $7.27K
|
1.75K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
30+ 500.0% |
$6.06K - $7.27K
|
36
$9.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
28+ 2.45% |
$5.65K - $6.79K
|
1.17K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
27+ 0.15% |
$5.45K - $6.54K
|
17.5K
$4.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
25+ 0.09% |
$5.05K - $6.06K
|
26.7K
$7.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.21% |
$4.84K - $5.82K
|
11.6K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 21.43% |
$4.84K - $5.82K
|
136
$35.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
24New |
$4.84K - $5.82K
|
24
$6.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24+ 1.67% |
$4.84K - $5.82K
|
1.46K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
24+ 0.22% |
$4.84K - $5.82K
|
10.9K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
23+ 43.4% |
$4.64K - $5.57K
|
76
$20K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.65% |
$4.64K - $5.57K
|
3.58K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 2.62% |
$4.44K - $5.33K
|
861
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 1.21% |
$4.44K - $5.33K
|
1.84K
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 1.14% |
$4.44K - $5.33K
|
1.95K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
21+ 3.23% |
$4.24K - $5.09K
|
671
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 6.77% |
$4.24K - $5.09K
|
331
$87.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
21+ 0.39% |
$4.24K - $5.09K
|
5.34K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.82% |
$4.24K - $5.09K
|
2.58K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
19+ 0.18% |
$3.84K - $4.6K
|
10.6K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.77% |
$3.63K - $4.36K
|
1.03K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
18+ 0.4% |
$3.63K - $4.36K
|
4.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
18+ 1.15% |
$3.63K - $4.36K
|
1.58K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17+ 0.29% |
$3.43K - $4.12K
|
5.96K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16+ 26.67% |
$3.23K - $3.88K
|
76
$20K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
15+ 0.4% |
$3.03K - $3.64K
|
3.81K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15New |
$3.03K - $3.64K
|
15
$3.96K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14+ 1.02% |
$2.83K - $3.39K
|
1.38K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 41.18% |
$2.83K - $3.39K
|
48
$12.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$2.83K - $3.39K
|
2.02K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.71% |
$2.83K - $3.39K
|
1.98K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14New |
$2.83K - $3.39K
|
14
$3.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13+ 0.06% |
$2.62K - $3.15K
|
22.9K
$6.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12New |
$2.42K - $2.91K
|
12
$3.17K
|