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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-24- 1.89% |
$4.84K - $5.82K
|
1.24K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-24- 0.59% |
$4.84K - $5.82K
|
4.03K
$961K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.31% |
$5.05K - $6.06K
|
8K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-25- 4.17% |
$5.05K - $6.06K
|
574
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.57% |
$5.05K - $6.06K
|
4.38K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26- 0.96% |
$5.25K - $6.3K
|
2.7K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-29- 2.16% |
$5.85K - $7.03K
|
1.31K
$313K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 2.98% |
$5.85K - $7.03K
|
943
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-30- 2.88% |
$6.06K - $7.27K
|
1.01K
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-31- 1.96% |
$6.26K - $7.51K
|
1.55K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 3.6% |
$6.26K - $7.51K
|
829
$198K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-31- 2.9% |
$6.26K - $7.51K
|
1.04K
$248K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-33- 0.57% |
$6.66K - $8K
|
5.78K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-33- 2.17% |
$6.66K - $8K
|
1.49K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-33- 2.88% |
$6.66K - $8K
|
1.11K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 2.64% |
$6.66K - $8K
|
1.22K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-33- 0.61% |
$6.66K - $8K
|
5.4K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-34- 1.86% |
$6.86K - $8.24K
|
1.79K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-34- 0.56% |
$6.86K - $8.24K
|
6.04K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-35- 0.52% |
$7.07K - $8.48K
|
6.7K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-35- 54.69% |
$7.07K - $8.48K
|
29
$6.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-38- 1.3% |
$7.67K - $9.21K
|
2.89K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38- 2.32% |
$7.67K - $9.21K
|
1.6K
$381K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39- 2.96% |
$7.87K - $9.45K
|
1.28K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-40- 1.5% |
$8.07K - $9.69K
|
2.63K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 1.29% |
$8.07K - $9.69K
|
3.07K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-40- 0.33% |
$8.07K - $9.69K
|
12K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 0.33% |
$8.07K - $9.69K
|
11.9K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-44- 1.51% |
$8.88K - $10.7K
|
2.87K
$683K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-44- 3.82% |
$8.88K - $10.7K
|
1.11K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-45- 33.33% |
$9.08K - $10.9K
|
90
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-46- 1.77% |
$9.29K - $11.1K
|
2.55K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-46- 3.65% |
$9.29K - $11.1K
|
1.21K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-49- 50.0% |
$9.89K - $11.9K
|
49
$11.7K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-50- 3.56% |
$10.1K - $12.1K
|
1.36K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-50- 1.91% |
$10.1K - $12.1K
|
2.57K
$611K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 2.82% |
$10.1K - $12.1K
|
1.72K
$410K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-50- 4.71% |
$10.1K - $12.1K
|
1.01K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-50- 37.88% |
$10.1K - $12.1K
|
82
$19.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-50- 1.75% |
$10.1K - $12.1K
|
2.82K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-52- 2.18% |
$10.5K - $12.6K
|
2.34K
$556K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 1.25% |
$10.7K - $12.8K
|
4.19K
$997K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-54- 4.5% |
$10.9K - $13.1K
|
1.15K
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-56- 4.07% |
$11.3K - $13.6K
|
1.32K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-56- 0.6% |
$11.3K - $13.6K
|
9.21K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-57- 5.55% |
$11.5K - $13.8K
|
970
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-58- 5.95% |
$11.7K - $14.1K
|
916
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-58- 2.84% |
$11.7K - $14.1K
|
1.98K
$472K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-60- 1.59% |
$12.1K - $14.5K
|
3.72K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-62- 1.12% |
$12.5K - $15K
|
5.49K
$1.31M
|