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
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-54- 4.8% |
$12.2K - $14.4K
|
1.07K
$295K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-55- 1.03% |
$12.4K - $14.7K
|
5.28K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-56- 0.99% |
$12.7K - $14.9K
|
5.59K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-57- 3.26% |
$12.9K - $15.2K
|
1.69K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-58- 5.02% |
$13.1K - $15.5K
|
1.1K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-58- 0.22% |
$13.1K - $15.5K
|
26.7K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-58- 4.31% |
$13.1K - $15.5K
|
1.29K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-58- 2.65% |
$13.1K - $15.5K
|
2.13K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-61- 4.23% |
$13.8K - $16.3K
|
1.38K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-63- 17.31% |
$14.2K - $16.8K
|
301
$83K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-63- 2.16% |
$14.2K - $16.8K
|
2.85K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 1.86% |
$14.2K - $16.8K
|
3.33K
$917K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-64- 20.78% |
$14.5K - $17.1K
|
244
$67.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-64- 0.17% |
$14.5K - $17.1K
|
37.4K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 2.44% |
$14.7K - $17.3K
|
2.6K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-67- 2.36% |
$15.1K - $17.9K
|
2.78K
$766K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-68- 0.52% |
$15.4K - $18.1K
|
12.9K
$3.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-68- 0.08% |
$15.4K - $18.1K
|
80.7K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.36% |
$15.8K - $18.7K
|
19.4K
$5.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-72- 0.33% |
$16.3K - $19.2K
|
22K
$6.06M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-72- 0.21% |
$16.3K - $19.2K
|
33.7K
$9.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-73- 5.31% |
$16.5K - $19.5K
|
1.3K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-73- 0.05% |
$16.5K - $19.5K
|
154K
$42.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-73- 1.81% |
$16.5K - $19.5K
|
3.96K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-74- 21.89% |
$16.7K - $19.7K
|
264
$72.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-76- 5.82% |
$17.2K - $20.3K
|
1.23K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-76- 7.92% |
$17.2K - $20.3K
|
884
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-76- 3.13% |
$17.2K - $20.3K
|
2.35K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-77- 1.66% |
$17.4K - $20.5K
|
4.55K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-78- 14.39% |
$17.6K - $20.8K
|
464
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-78- 5.8% |
$17.6K - $20.8K
|
1.27K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-79- 0.14% |
$17.9K - $21.1K
|
56.4K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-80- 72.73% |
$18.1K - $21.3K
|
30
$8.27K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-82- 0.72% |
$18.5K - $21.9K
|
11.2K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-82- 1.63% |
$18.5K - $21.9K
|
4.95K
$1.36M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 8.56% |
$18.5K - $21.9K
|
876
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-85- 0.83% |
$19.2K - $22.7K
|
10.2K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-86- 0.43% |
$19.4K - $22.9K
|
19.8K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-88- 3.05% |
$19.9K - $23.5K
|
2.8K
$771K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-89- 6.95% |
$20.1K - $23.7K
|
1.19K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-90- 0.61% |
$20.3K - $24K
|
14.7K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-92- 10.6% |
$20.8K - $24.5K
|
776
$214K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-96- 7.88% |
$21.7K - $25.6K
|
1.12K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-96- 3.58% |
$21.7K - $25.6K
|
2.59K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-97- 4.48% |
$21.9K - $25.9K
|
2.07K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-97- 3.91% |
$21.9K - $25.9K
|
2.38K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 3.45% |
$21.9K - $25.9K
|
2.71K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-98- 1.76% |
$22.1K - $26.1K
|
5.47K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-99- 0.42% |
$22.4K - $26.4K
|
23.5K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.83% |
$22.6K - $26.7K
|
11.9K
$3.29M
|