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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.85KNew |
$870K - $1.03M
|
3.85K
$944K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.75KNew |
$848K - $1M
|
3.75K
$920K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.58KNew |
$808K - $953K
|
3.58K
$877K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.3K+ 17.38% |
$746K - $880K
|
22.3K
$5.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.18K+ 46.78% |
$719K - $848K
|
9.98K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.05K+ 16.72% |
$688K - $812K
|
21.3K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.79K+ 6.01% |
$631K - $745K
|
49.2K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.7K+ 7.71% |
$610K - $720K
|
37.7K
$9.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.64K+ 260.87% |
$597K - $704K
|
3.65K
$895K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.63K+ 8.6% |
$595K - $702K
|
33.3K
$8.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.63K+ 53.86% |
$595K - $702K
|
7.52K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.61KNew |
$589K - $695K
|
2.61K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.47K+ 26.58% |
$558K - $658K
|
11.8K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.46KNew |
$556K - $656K
|
2.46K
$603K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.35K+ 22.76% |
$530K - $625K
|
12.6K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.24KNew |
$505K - $596K
|
2.24K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.08KNew |
$470K - $555K
|
2.08K
$510K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.07K+ 1.45% |
$467K - $551K
|
145K
$35.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 40.47% |
$461K - $545K
|
7.09K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99KNew |
$449K - $530K
|
1.99K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.95K+ 5.49% |
$442K - $521K
|
37.6K
$9.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.95K+ 100.21% |
$440K - $519K
|
3.89K
$954K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.9K+ 59.52% |
$430K - $507K
|
5.1K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.84KNew |
$415K - $490K
|
1.84K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.81K+ 5.41% |
$408K - $481K
|
35.1K
$8.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.8K+ 2.04% |
$407K - $480K
|
90.2K
$22.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.79KNew |
$403K - $476K
|
1.79K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.73K+ 14.6% |
$390K - $461K
|
13.6K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.69K+ 2.59% |
$381K - $450K
|
66.7K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.63KNew |
$369K - $436K
|
1.63K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.57K+ 35.81% |
$355K - $419K
|
5.96K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.53KNew |
$346K - $408K
|
1.53K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.49K+ 2.29% |
$338K - $398K
|
66.7K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.49KNew |
$337K - $398K
|
1.49K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 13.98% |
$327K - $386K
|
11.8K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.43K+ 164.41% |
$324K - $382K
|
2.3K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.42KNew |
$322K - $380K
|
1.42K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.41KNew |
$319K - $376K
|
1.41K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4KNew |
$317K - $374K
|
1.4K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 42.39% |
$294K - $347K
|
4.37K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.26KNew |
$286K - $337K
|
1.26K
$310K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
1.2K+ 21.05% |
$271K - $320K
|
6.9K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19K+ 30.92% |
$269K - $317K
|
5.03K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.19KNew |
$268K - $316K
|
1.19K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.15KNew |
$259K - $306K
|
1.15K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.14KNew |
$258K - $304K
|
1.14K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.1K+ 63.38% |
$248K - $293K
|
2.83K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.1K+ 79.35% |
$248K - $293K
|
2.48K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.09K+ 7.26% |
$245K - $290K
|
16K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.02KNew |
$231K - $273K
|
1.02K
$251K
|