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 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-20- 0.3% |
$4.52K - $5.33K
|
6.68K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-20- 0.86% |
$4.52K - $5.33K
|
2.32K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20- 0.47% |
$4.52K - $5.33K
|
4.22K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-21- 0.99% |
$4.75K - $5.6K
|
2.11K
$582K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-22- 1.23% |
$4.97K - $5.87K
|
1.77K
$490K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-23- 2.67% |
$5.2K - $6.13K
|
838
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-23- 1.38% |
$5.2K - $6.13K
|
1.65K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-23- 1.31% |
$5.2K - $6.13K
|
1.73K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-23- 2.65% |
$5.2K - $6.13K
|
845
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-24- 0.24% |
$5.42K - $6.4K
|
10K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 1.02% |
$5.42K - $6.4K
|
2.33K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-25- 0.94% |
$5.65K - $6.67K
|
2.64K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 1.03% |
$5.65K - $6.67K
|
2.4K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.84% |
$5.65K - $6.67K
|
855
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-25- 1.68% |
$5.65K - $6.67K
|
1.47K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 3.12% |
$5.65K - $6.67K
|
777
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 0.34% |
$5.65K - $6.67K
|
7.26K
$2.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-26- 0.87% |
$5.88K - $6.93K
|
2.95K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-27- 1.31% |
$6.1K - $7.2K
|
2.03K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 2.97% |
$6.33K - $7.47K
|
915
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.87% |
$6.78K - $8K
|
3.42K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-30- 2.4% |
$6.78K - $8K
|
1.22K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-30- 2.47% |
$6.78K - $8K
|
1.18K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.48% |
$6.78K - $8K
|
6.25K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-30- 1.91% |
$6.78K - $8K
|
1.54K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-31- 1.87% |
$7.01K - $8.27K
|
1.63K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-32- 6.82% |
$7.23K - $8.53K
|
437
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-34- 2.51% |
$7.68K - $9.07K
|
1.32K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-35- 1.05% |
$7.91K - $9.33K
|
3.3K
$913K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-35- 1.89% |
$7.91K - $9.33K
|
1.81K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-36- 2.97% |
$8.13K - $9.6K
|
1.18K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-37- 2.07% |
$8.36K - $9.87K
|
1.75K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-38- 0.05% |
$8.59K - $10.1K
|
77.1K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-38- 4.2% |
$8.59K - $10.1K
|
867
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-39- 13.78% |
$8.81K - $10.4K
|
244
$67.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-39- 2.95% |
$8.81K - $10.4K
|
1.28K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-40- 2.3% |
$9.04K - $10.7K
|
1.7K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-41- 14.24% |
$9.26K - $10.9K
|
247
$68.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-41- 0.77% |
$9.26K - $10.9K
|
5.3K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-43- 1.36% |
$9.72K - $11.5K
|
3.12K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-44- 4.25% |
$9.94K - $11.7K
|
992
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-45- 2.04% |
$10.2K - $12K
|
2.16K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-47- 8.19% |
$10.6K - $12.5K
|
527
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-49- 2.47% |
$11.1K - $13.1K
|
1.93K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-50- 4.86% |
$11.3K - $13.3K
|
979
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 1.63% |
$11.3K - $13.3K
|
3.02K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-50- 0.39% |
$11.3K - $13.3K
|
12.7K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-53- 2.0% |
$12K - $14.1K
|
2.6K
$719K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-53- 1.88% |
$12K - $14.1K
|
2.76K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 30.46% |
$12K - $14.1K
|
121
$33.4K
|