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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 1.83% |
$12.7K - $15.3K
|
3.39K
$808K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-63- 3.85% |
$12.7K - $15.3K
|
1.57K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 2.16% |
$13.1K - $15.8K
|
2.94K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-65- 0.89% |
$13.1K - $15.8K
|
7.22K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-65- 20.38% |
$13.1K - $15.8K
|
254
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-67- 0.41% |
$13.5K - $16.2K
|
16.4K
$3.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-68- 2.92% |
$13.7K - $16.5K
|
2.26K
$539K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-68- 1.69% |
$13.7K - $16.5K
|
3.96K
$944K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 0.52% |
$14.1K - $17K
|
13.4K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-70- 0.75% |
$14.1K - $17K
|
9.27K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-71- 1.99% |
$14.3K - $17.2K
|
3.49K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.48% |
$14.3K - $17.2K
|
14.6K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-73- 1.13% |
$14.7K - $17.7K
|
6.39K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-74- 6.52% |
$14.9K - $17.9K
|
1.06K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-75- 6.33% |
$15.1K - $18.2K
|
1.11K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-77- 1.42% |
$15.5K - $18.7K
|
5.34K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-82- 29.08% |
$16.6K - $19.9K
|
200
$47.7K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-83- 1.96% |
$16.8K - $20.1K
|
4.15K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-84- 1.38% |
$17K - $20.4K
|
6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-86- 4.69% |
$17.4K - $20.8K
|
1.75K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-89- 8.58% |
$18K - $21.6K
|
948
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-89- 4.28% |
$18K - $21.6K
|
1.99K
$474K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-91- 0.85% |
$18.4K - $22.1K
|
10.7K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-92- 9.2% |
$18.6K - $22.3K
|
908
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-93- 2.86% |
$18.8K - $22.5K
|
3.16K
$753K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 14.33% |
$19K - $22.8K
|
562
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-94- 5.36% |
$19K - $22.8K
|
1.66K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-94- 1.2% |
$19K - $22.8K
|
7.71K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-97- 9.05% |
$19.6K - $23.5K
|
975
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-99- 0.81% |
$20K - $24K
|
12.2K
$2.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 5.56% |
$20.2K - $24.2K
|
1.7K
$405K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-100- 2.28% |
$20.2K - $24.2K
|
4.28K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-100- 5.31% |
$20.2K - $24.2K
|
1.78K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 1.53% |
$20.2K - $24.2K
|
6.45K
$1.54M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 40.16% |
$20.2K - $24.2K
|
149
$35.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-101- 3.47% |
$20.4K - $24.5K
|
2.81K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102- 10.52% |
$20.6K - $24.7K
|
868
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-103- 4.08% |
$20.8K - $25K
|
2.42K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-112- 11.17% |
$22.6K - $27.1K
|
891
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-114- 7.65% |
$23K - $27.6K
|
1.38K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-115- 4.18% |
$23.2K - $27.9K
|
2.64K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-121- 2.1% |
$24.4K - $29.3K
|
5.64K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-124- 9.65% |
$25K - $30.1K
|
1.16K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-125- 8.32% |
$25.2K - $30.3K
|
1.38K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-125- 2.86% |
$25.2K - $30.3K
|
4.25K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-127- 1.33% |
$25.6K - $30.8K
|
9.39K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-128- 2.37% |
$25.8K - $31K
|
5.28K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-130- 1.77% |
$26.2K - $31.5K
|
7.2K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-131- 4.46% |
$26.4K - $31.7K
|
2.81K
$669K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-132- 12.72% |
$26.6K - $32K
|
906
$216K
|