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 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.25% |
$678 - $800
|
1.22K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 42.86% |
$678 - $800
|
10
$2.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.16% |
$678 - $800
|
1.86K
$512K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$678 - $800
|
3
$827
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.11% |
$452 - $533
|
1.83K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$452 - $533
|
2
$551
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 8.33% |
$452 - $533
|
26
$7.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$452 - $533
|
4.7K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.2% |
$452 - $533
|
1.02K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2+ 0.23% |
$452 - $533
|
880
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.25% |
$452 - $533
|
799
$220K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$226 - $267
|
102
$28.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.97% |
$226 - $267
|
104
$28.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$226 - $267
|
917
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$226 - $267
|
28K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.49% |
$226 - $267
|
205
$56.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.11% |
$226 - $267
|
877
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$226 - $267
|
614
$169K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.67% |
$226 - $267
|
61
$16.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.09% |
$226 - $267
|
1.16K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.16% |
$226 - $267
|
618
$170K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.75% |
$226 - $267
|
134
$36.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.29% |
$226 - $267
|
344
$94.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.07% |
$226 - $267
|
1.39K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.1% |
$226 - $267
|
961
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$226 - $267
|
2.97K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.09% |
$226 - $267
|
1.16K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.04% |
$226 - $267
|
2.5K
$690K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.03% |
$226 - $267
|
3.77K
$1.04M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1New |
$226 - $267
|
1
$276
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$226 - $267
|
2.75K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 2.08% |
$226 - $267
|
47
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 7.69% |
$226 - $267
|
12
$3.31K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 0.1% |
$226 - $267
|
969
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1- 0.01% |
$226 - $267
|
7.34K
$2.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-2- 0.15% |
$452 - $533
|
1.32K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.22% |
$452 - $533
|
904
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.2% |
$452 - $533
|
1.01K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
SELL
|
- |
-2- 0.01% |
$452 - $533
|
36.4K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-2- 0.05% |
$452 - $533
|
4.36K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.22% |
$452 - $533
|
914
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.46% |
$678 - $800
|
650
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3- 0.22% |
$678 - $800
|
1.37K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 33.33% |
$678 - $800
|
6
$1.65K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-3- 0.25% |
$678 - $800
|
1.21K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-3- 0.15% |
$678 - $800
|
1.94K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3- 0.97% |
$678 - $800
|
306
$84.4K
|