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
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
97+ 6.1% |
$21.9K - $25.9K
|
1.69K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
97+ 0.8% |
$21.9K - $25.9K
|
12.2K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
97+ 1.35% |
$21.9K - $25.9K
|
7.29K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
95+ 3.88% |
$21.5K - $25.3K
|
2.54K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94+ 3.75% |
$21.2K - $25.1K
|
2.6K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
92New |
$20.8K - $24.5K
|
92
$23.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
89+ 6.16% |
$20.1K - $23.7K
|
1.53K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
88New |
$19.9K - $23.5K
|
88
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
88+ 28.3% |
$19.9K - $23.5K
|
399
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
86+ 1.61% |
$19.4K - $22.9K
|
5.44K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
85+ 0.8% |
$19.2K - $22.7K
|
10.7K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85+ 4.71% |
$19.2K - $22.7K
|
1.89K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
84+ 0.6% |
$19K - $22.4K
|
14.1K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
84+ 9.26% |
$19K - $22.4K
|
991
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
80+ 6.97% |
$18.1K - $21.3K
|
1.23K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
79+ 8.1% |
$17.9K - $21.1K
|
1.05K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 2.18% |
$17.4K - $20.5K
|
3.6K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
77New |
$17.4K - $20.5K
|
77
$19.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
75+ 4.84% |
$16.9K - $20K
|
1.63K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
75+ 8.1% |
$16.9K - $20K
|
1K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
75+ 6.12% |
$16.9K - $20K
|
1.3K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
74+ 1.59% |
$16.7K - $19.7K
|
4.74K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
74+ 3.42% |
$16.7K - $19.7K
|
2.24K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
72+ 5.04% |
$16.3K - $19.2K
|
1.5K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
71+ 4.06% |
$16K - $18.9K
|
1.82K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 6.86% |
$15.6K - $18.4K
|
1.08K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
68+ 1.27% |
$15.4K - $18.1K
|
5.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
66+ 0.43% |
$14.9K - $17.6K
|
15.3K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
66+ 2.35% |
$14.9K - $17.6K
|
2.88K
$743K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
64+ 3.24% |
$14.5K - $17.1K
|
2.04K
$527K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$14.2K - $16.8K
|
63
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
63+ 1.64% |
$14.2K - $16.8K
|
3.9K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 0.97% |
$14.2K - $16.8K
|
6.59K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
63New |
$14.2K - $16.8K
|
63
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
62+ 5.72% |
$14K - $16.5K
|
1.15K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
60+ 1.12% |
$13.6K - $16K
|
5.43K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
60+ 16.95% |
$13.6K - $16K
|
414
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
60+ 1.19% |
$13.6K - $16K
|
5.12K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$13.3K - $15.7K
|
11K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58+ 5.95% |
$13.1K - $15.5K
|
1.03K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
57+ 5.37% |
$12.9K - $15.2K
|
1.12K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
57+ 0.8% |
$12.9K - $15.2K
|
7.16K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
56New |
$12.7K - $14.9K
|
56
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
54+ 5.7% |
$12.2K - $14.4K
|
1K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52+ 3.03% |
$11.8K - $13.9K
|
1.77K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
50New |
$11.3K - $13.3K
|
50
$12.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 42.61% |
$11.1K - $13.1K
|
164
$42.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
49+ 0.82% |
$11.1K - $13.1K
|
6.04K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
48+ 16.44% |
$10.8K - $12.8K
|
340
$87.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 5.38% |
$10.8K - $12.8K
|
940
$243K
|