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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28+ 0.56% |
$6.33K - $7.47K
|
5.06K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 0.51% |
$6.33K - $7.47K
|
5.55K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
28+ 0.58% |
$6.33K - $7.47K
|
4.83K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 1.45% |
$6.1K - $7.2K
|
1.89K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
26New |
$5.88K - $6.93K
|
26
$7.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.7% |
$5.65K - $6.67K
|
3.58K
$986K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 1.37% |
$5.42K - $6.4K
|
1.77K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$6.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$6.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24New |
$5.42K - $6.4K
|
24
$6.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24+ 1.42% |
$5.42K - $6.4K
|
1.71K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24+ 82.76% |
$5.42K - $6.4K
|
53
$14.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
23+ 0.32% |
$5.2K - $6.13K
|
7.28K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.58% |
$5.2K - $6.13K
|
4.01K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 0.84% |
$4.97K - $5.87K
|
2.64K
$729K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22+ 2.24% |
$4.97K - $5.87K
|
1.01K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 0.58% |
$4.75K - $5.6K
|
3.63K
$1M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20New |
$4.52K - $5.33K
|
20
$5.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.92% |
$4.29K - $5.07K
|
2.09K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.24% |
$4.29K - $5.07K
|
8.04K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 28.36% |
$4.29K - $5.07K
|
86
$23.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
19+ 10.27% |
$4.29K - $5.07K
|
204
$56.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
19New |
$4.29K - $5.07K
|
19
$5.24K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18New |
$4.07K - $4.8K
|
18
$4.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
18+ 1.8% |
$4.07K - $4.8K
|
1.02K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18+ 0.55% |
$4.07K - $4.8K
|
3.26K
$900K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.36% |
$3.84K - $4.53K
|
4.75K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.58% |
$3.84K - $4.53K
|
1.09K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
17New |
$3.84K - $4.53K
|
17
$4.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17+ 0.06% |
$3.84K - $4.53K
|
30.7K
$8.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 1.27% |
$3.62K - $4.27K
|
1.27K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 7.05% |
$3.62K - $4.27K
|
243
$67K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15+ 0.1% |
$3.39K - $4K
|
15.5K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14+ 0.8% |
$3.16K - $3.73K
|
1.77K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.88% |
$2.94K - $3.47K
|
1.5K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
13+ 0.93% |
$2.94K - $3.47K
|
1.41K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
13+ 1.45% |
$2.94K - $3.47K
|
911
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12+ 1.12% |
$2.71K - $3.2K
|
1.08K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
12+ 1.32% |
$2.71K - $3.2K
|
921
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.62% |
$2.71K - $3.2K
|
1.96K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12+ 0.24% |
$2.71K - $3.2K
|
4.96K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12+ 0.83% |
$2.71K - $3.2K
|
1.46K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
12+ 8.05% |
$2.71K - $3.2K
|
161
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$2.71K - $3.2K
|
12
$3.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
12New |
$2.71K - $3.2K
|
12
$3.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 13.75% |
$2.49K - $2.93K
|
91
$25.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11+ 0.47% |
$2.49K - $2.93K
|
2.35K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11+ 183.33% |
$2.49K - $2.93K
|
17
$4.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$2.49K - $2.93K
|
11
$3.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$2.26K - $2.67K
|
1.99K
$548K
|