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 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.26% |
$2.26K - $2.67K
|
3.82K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 1.06% |
$2.26K - $2.67K
|
953
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
10New |
$2.26K - $2.67K
|
10
$2.76K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 6.62% |
$2.03K - $2.4K
|
145
$40K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 25.0% |
$2.03K - $2.4K
|
45
$12.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9+ 0.16% |
$2.03K - $2.4K
|
5.79K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 1.08% |
$2.03K - $2.4K
|
843
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9+ 0.44% |
$2.03K - $2.4K
|
2.06K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 2.94% |
$2.03K - $2.4K
|
315
$86.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9+ 0.08% |
$2.03K - $2.4K
|
10.9K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.32% |
$1.81K - $2.13K
|
2.5K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8+ 0.74% |
$1.81K - $2.13K
|
1.1K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.26% |
$1.81K - $2.13K
|
3.11K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
8+ 0.23% |
$1.81K - $2.13K
|
3.5K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.81K - $2.13K
|
8
$2.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 10.94% |
$1.58K - $1.87K
|
71
$19.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.16% |
$1.58K - $1.87K
|
4.51K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.87K
|
2.07K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7+ 0.07% |
$1.58K - $1.87K
|
10.7K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$1.58K - $1.87K
|
7
$1.93K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
7New |
$1.58K - $1.87K
|
7
$1.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6+ 15.0% |
$1.36K - $1.6K
|
46
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6+ 0.26% |
$1.36K - $1.6K
|
2.29K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
6+ 0.62% |
$1.36K - $1.6K
|
976
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6New |
$1.36K - $1.6K
|
6
$1.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$1.36K - $1.6K
|
2.72K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
6+ 1.45% |
$1.36K - $1.6K
|
421
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6+ 0.16% |
$1.36K - $1.6K
|
3.69K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 120.0% |
$1.36K - $1.6K
|
11
$3.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.13% |
$1.36K - $1.6K
|
4.8K
$1.32M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$1.36K - $1.6K
|
6
$1.65K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.42% |
$1.13K - $1.33K
|
1.21K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.44% |
$1.13K - $1.33K
|
1.15K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.33K
|
1.25K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.51% |
$1.13K - $1.33K
|
336
$92.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.38K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
5+ 0.26% |
$1.13K - $1.33K
|
1.89K
$522K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.48% |
$1.13K - $1.33K
|
1.04K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5+ 2.5% |
$1.13K - $1.33K
|
205
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5+ 0.12% |
$1.13K - $1.33K
|
4.08K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.38K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 9.76% |
$904 - $1.07K
|
45
$12.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$904 - $1.07K
|
1.36K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$904 - $1.07K
|
4
$1.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4+ 0.15% |
$904 - $1.07K
|
2.63K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 2.88% |
$904 - $1.07K
|
143
$39.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 3.51% |
$904 - $1.07K
|
118
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4+ 0.4% |
$904 - $1.07K
|
1K
$277K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
3+ 0.2% |
$678 - $800
|
1.48K
$409K
|