Purchases and Sales Made in Q4 2024 in Travelers Companies, Inc. (TRV)

TRV Quotes by TradingView

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 15, 2025 Q4 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
47
+ 2.19%
$10.6K - $12.5K
2.2K $568K
Jan 27, 2025 Q4 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
47
+ 0.54%
$10.6K - $12.5K
8.75K $2.26M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
47
+ 7.01%
$10.6K - $12.5K
717 $185K
Feb 04, 2025 Q4 2024
Lake Street Advisors Group, LLC

BUY
 -
46
+ 2.04%
$10.4K - $12.3K
2.31K $596K
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
46
New
$10.4K - $12.3K
46 $11.9K
Jan 15, 2025 Q4 2024
Somerset Trust CO

BUY
 -
45
+ 5.15%
$10.2K - $12K
918 $237K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
44
+ 5.11%
$9.94K - $11.7K
905 $234K
Jan 10, 2025 Q4 2024
Graypoint LLC

BUY
 -
43
+ 1.35%
$9.72K - $11.5K
3.23K $834K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
43
+ 3.26%
$9.72K - $11.5K
1.36K $352K
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
41
+ 1.22%
$9.26K - $10.9K
3.41K $882K
Feb 06, 2025 Q4 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
39
+ 1.05%
$8.81K - $10.4K
3.75K $969K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
39
+ 3.39%
$8.81K - $10.4K
1.19K $308K
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
39
+ 4.53%
$8.81K - $10.4K
900 $233K
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
38
+ 0.99%
$8.59K - $10.1K
3.88K $1M
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
38
+ 0.75%
$8.59K - $10.1K
5.08K $1.31M
Feb 10, 2025 Q4 2024
Avalon Trust CO

Santa Fe, NM
BUY
 -
37
+ 0.57%
$8.36K - $9.87K
6.49K $1.68M
Feb 13, 2025 Q4 2024
Cadence Bank

Tupelo, MS
BUY
 -
37
+ 0.44%
$8.36K - $9.87K
8.51K $2.2M
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
35
+ 1.2%
$7.91K - $9.33K
2.96K $765K
Jan 29, 2025 Q4 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
35
+ 3.14%
$7.91K - $9.33K
1.15K $297K
Feb 07, 2025 Q4 2024
Hopwood Financial Services, Inc.

Reston, VA
BUY
 -
35
New
$7.91K - $9.33K
35 $9.05K
Feb 03, 2025 Q4 2024
Pya Waltman Capital, LLC

Knoxville, TN
BUY
 -
34
+ 0.62%
$7.68K - $9.07K
5.5K $1.42M
Feb 10, 2025 Q4 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
33
+ 550.0%
$7.46K - $8.8K
39 $10.1K
Jan 22, 2025 Q4 2024
Mc Lean Asset Management Corp

BUY
 -
30
+ 3.02%
$6.78K - $8K
1.02K $264K
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
30
+ 0.34%
$6.78K - $8K
8.93K $2.31M
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
30
New
$6.78K - $8K
30 $7.75K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
29
+ 7.02%
$6.55K - $7.73K
442 $114K
Jan 24, 2025 Q4 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
29
+ 3.16%
$6.55K - $7.73K
948 $245K
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
29
+ 1.49%
$6.55K - $7.73K
1.98K $512K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
29
New
$6.55K - $7.73K
29 $7.5K
Feb 13, 2025 Q4 2024
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
29
New
$6.55K - $7.73K
29 $7.5K
Feb 14, 2025 Q4 2024
Baker Avenue Asset Management, LP

BUY
 -
29
+ 0.21%
$6.55K - $7.73K
14.1K $3.65M
Jan 14, 2025 Q4 2024
Contravisory Investment Management, Inc.

BUY
 -
28
New
$6.33K - $7.47K
28 $7.24K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
28
New
$6.33K - $7.47K
28 $7.24K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
28
+ 0.56%
$6.33K - $7.47K
5.06K $1.31M
Jan 31, 2025 Q4 2024
High Mark Wealth Management LLC

BUY
 -
28
+ 0.51%
$6.33K - $7.47K
5.55K $1.43M
Feb 12, 2025 Q4 2024
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
28
+ 0.58%
$6.33K - $7.47K
4.83K $1.25M
Jan 17, 2025 Q4 2024
Veracity Capital LLC

BUY
 -
27
+ 1.45%
$6.1K - $7.2K
1.89K $489K
Feb 03, 2025 Q4 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
26
New
$5.88K - $6.93K
26 $6.72K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
25
+ 0.7%
$5.65K - $6.67K
3.58K $925K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
24
+ 1.37%
$5.42K - $6.4K
1.77K $458K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
24
New
$5.42K - $6.4K
24 $6.2K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
24
New
$5.42K - $6.4K
24 $6.2K
Jan 30, 2025 Q4 2024
Sierra Ocean, LLC

Ripon, CA
BUY
 -
24
New
$5.42K - $6.4K
24 $6.2K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
24
+ 1.42%
$5.42K - $6.4K
1.71K $442K
Feb 14, 2025 Q4 2024
Dunhill Financial, LLC

London, X0
BUY
 -
24
+ 82.76%
$5.42K - $6.4K
53 $13.7K
Jan 15, 2025 Q4 2024
Smith, Salley & Associates

BUY
 -
23
+ 0.32%
$5.2K - $6.13K
7.28K $1.88M
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
23
+ 0.58%
$5.2K - $6.13K
4.01K $1.04M
Jan 16, 2025 Q4 2024
Clear Harbor Asset Management, LLC

BUY
 -
22
+ 0.84%
$4.97K - $5.87K
2.64K $683K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
22
+ 2.24%
$4.97K - $5.87K
1.01K $260K

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