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
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
408+ 2.21% |
$82.4K - $98.9K
|
18.9K
$4.98M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
406+ 10.89% |
$82K - $98.4K
|
4.14K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
401+ 3.51% |
$80.9K - $97.2K
|
11.8K
$3.12M
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
400+ 15.33% |
$80.7K - $96.9K
|
3.01K
$794K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
399+ 2.06% |
$80.5K - $96.7K
|
19.8K
$5.21M
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
396+ 7.11% |
$79.9K - $96K
|
5.97K
$1.57M
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
395+ 14.36% |
$79.7K - $95.7K
|
3.15K
$830K
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
388+ 18.05% |
$78.3K - $94K
|
2.54K
$669K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
388+ 16.09% |
$78.3K - $94K
|
2.8K
$739K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
387+ 7.79% |
$78.1K - $93.8K
|
5.35K
$1.41M
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
383+ 38.45% |
$77.3K - $92.8K
|
1.38K
$364K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
379New |
$76.5K - $91.9K
|
379
$100K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
369+ 13.51% |
$74.5K - $89.4K
|
3.1K
$818K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
364+ 3.07% |
$73.5K - $88.2K
|
12.2K
$3.22M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
359New |
$72.5K - $87K
|
359
$94.7K
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
356+ 12.92% |
$71.9K - $86.3K
|
3.11K
$821K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
354New |
$71.5K - $85.8K
|
354
$93.4K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
345+ 75.49% |
$69.6K - $83.6K
|
802
$212K
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
344+ 3.83% |
$69.4K - $83.4K
|
9.33K
$2.46M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
343+ 1.69% |
$69.2K - $83.1K
|
20.6K
$5.43M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
331+ 2.48% |
$66.8K - $80.2K
|
13.7K
$3.6M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
325+ 8.31% |
$65.6K - $78.8K
|
4.24K
$1.12M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 13.91% |
$64.8K - $77.8K
|
2.63K
$693K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
319+ 15.15% |
$64.4K - $77.3K
|
2.43K
$640K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
318+ 23.63% |
$64.2K - $77.1K
|
1.66K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
315+ 22.45% |
$63.6K - $76.3K
|
1.72K
$453K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
310+ 1.62% |
$62.6K - $75.1K
|
19.4K
$5.12M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
308New |
$62.2K - $74.6K
|
308
$81.2K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
303+ 1122.22% |
$61.2K - $73.4K
|
330
$87K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
298+ 0.48% |
$60.2K - $72.2K
|
62.6K
$16.5M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
298+ 1.21% |
$60.2K - $72.2K
|
24.9K
$6.57M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
298+ 7.66% |
$60.2K - $72.2K
|
4.19K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
296+ 4.52% |
$59.8K - $71.7K
|
6.84K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
295+ 4.65% |
$59.6K - $71.5K
|
6.64K
$1.75M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
292New |
$58.9K - $70.8K
|
292
$77K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
291+ 1.49% |
$58.7K - $70.5K
|
19.8K
$5.24M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
290+ 5.76% |
$58.5K - $70.3K
|
5.33K
$1.4M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
285New |
$57.5K - $69.1K
|
285
$75.2K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
282+ 2.65% |
$56.9K - $68.3K
|
10.9K
$2.89M
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
278+ 21.06% |
$56.1K - $67.4K
|
1.6K
$422K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
275+ 3.19% |
$55.5K - $66.6K
|
8.9K
$2.35M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
274+ 5.39% |
$55.3K - $66.4K
|
5.36K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
274+ 2.37% |
$55.3K - $66.4K
|
11.9K
$3.13M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
273+ 5.73% |
$55.1K - $66.2K
|
5.04K
$1.33M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
271+ 14.43% |
$54.7K - $65.7K
|
2.15K
$567K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
271+ 4.93% |
$54.7K - $65.7K
|
5.77K
$1.52M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
270+ 5.92% |
$54.5K - $65.4K
|
4.83K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
262+ 6.76% |
$52.9K - $63.5K
|
4.14K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
250New |
$50.5K - $60.6K
|
250
$65.9K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
247+ 9.29% |
$49.9K - $59.9K
|
2.91K
$767K
|