Purchases and Sales Made in Q4 2024 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
200New |
$45.2K - $53.3K
|
200
$54.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
197+ 63.34% |
$44.5K - $52.5K
|
508
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
196+ 17.22% |
$44.3K - $52.3K
|
1.33K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
190+ 13.21% |
$42.9K - $50.7K
|
1.63K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
190+ 1.59% |
$42.9K - $50.7K
|
12.2K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
189+ 1.64% |
$42.7K - $50.4K
|
11.7K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
189+ 18.68% |
$42.7K - $50.4K
|
1.2K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 15.23% |
$41.8K - $49.3K
|
1.4K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 1.77% |
$41.4K - $48.8K
|
10.5K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
183+ 32.62% |
$41.4K - $48.8K
|
744
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
182+ 3.42% |
$41.1K - $48.5K
|
5.51K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
181New |
$40.9K - $48.3K
|
181
$49.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
181+ 27.1% |
$40.9K - $48.3K
|
849
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
177+ 2.29% |
$40K - $47.2K
|
7.89K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
172+ 2.51% |
$38.9K - $45.9K
|
7.01K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
170+ 36.09% |
$38.4K - $45.3K
|
641
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
169+ 17.59% |
$38.2K - $45.1K
|
1.13K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
167+ 6.33% |
$37.7K - $44.5K
|
2.8K
$767K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
165+ 0.69% |
$37.3K - $44K
|
24.1K
$6.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
165New |
$37.3K - $44K
|
165
$45.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
164+ 1.77% |
$37.1K - $43.7K
|
9.43K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
163New |
$36.8K - $43.5K
|
163
$44.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
158+ 4.26% |
$35.7K - $42.1K
|
3.86K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
157+ 2.93% |
$35.5K - $41.9K
|
5.52K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
153+ 120.47% |
$34.6K - $40.8K
|
280
$76.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
152+ 2.38% |
$34.3K - $40.5K
|
6.55K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
152New |
$34.3K - $40.5K
|
152
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
152+ 400.0% |
$34.3K - $40.5K
|
190
$52K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
151+ 12.92% |
$34.1K - $40.3K
|
1.32K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
151+ 71.23% |
$34.1K - $40.3K
|
363
$99.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
144+ 16.11% |
$32.5K - $38.4K
|
1.04K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
142+ 4.23% |
$32.1K - $37.9K
|
3.5K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
139+ 5.1% |
$31.4K - $37.1K
|
2.86K
$784K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
137New |
$31K - $36.5K
|
137
$37.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
136+ 7.89% |
$30.7K - $36.3K
|
1.86K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
132+ 0.53% |
$29.8K - $35.2K
|
25.3K
$6.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 6.81% |
$29.6K - $34.9K
|
2.05K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
130+ 9.15% |
$29.4K - $34.7K
|
1.55K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
128New |
$28.9K - $34.1K
|
128
$35K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 7.8% |
$28.7K - $33.9K
|
1.76K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127+ 7.94% |
$28.7K - $33.9K
|
1.73K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
124New |
$28K - $33.1K
|
124
$33.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
119+ 17.32% |
$26.9K - $31.7K
|
806
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
117+ 27.08% |
$26.4K - $31.2K
|
549
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
113+ 7.92% |
$25.5K - $30.1K
|
1.54K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
113New |
$25.5K - $30.1K
|
113
$30.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
110New |
$24.9K - $29.3K
|
110
$30.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
108+ 0.1% |
$24.4K - $28.8K
|
107K
$29.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
108+ 8.77% |
$24.4K - $28.8K
|
1.34K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
107+ 2.5% |
$24.2K - $28.5K
|
4.39K
$1.2M
|