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 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.87K
|
2.07K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7+ 0.07% |
$1.58K - $1.87K
|
10.7K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$1.58K - $1.87K
|
7
$1.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
7New |
$1.58K - $1.87K
|
7
$1.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6+ 15.0% |
$1.36K - $1.6K
|
46
$11.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6+ 0.26% |
$1.36K - $1.6K
|
2.29K
$592K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
6+ 0.62% |
$1.36K - $1.6K
|
976
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6New |
$1.36K - $1.6K
|
6
$1.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6+ 0.22% |
$1.36K - $1.6K
|
2.72K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
6+ 1.45% |
$1.36K - $1.6K
|
421
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6+ 0.16% |
$1.36K - $1.6K
|
3.69K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 120.0% |
$1.36K - $1.6K
|
11
$2.84K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.13% |
$1.36K - $1.6K
|
4.8K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.42% |
$1.13K - $1.33K
|
1.21K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.44% |
$1.13K - $1.33K
|
1.15K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.33K
|
1.25K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.51% |
$1.13K - $1.33K
|
336
$86.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.29K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
5+ 0.26% |
$1.13K - $1.33K
|
1.89K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.48% |
$1.13K - $1.33K
|
1.04K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5+ 2.5% |
$1.13K - $1.33K
|
205
$53K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5+ 0.12% |
$1.13K - $1.33K
|
4.08K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5New |
$1.13K - $1.33K
|
5
$1.29K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 9.76% |
$904 - $1.07K
|
45
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$904 - $1.07K
|
1.36K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4New |
$904 - $1.07K
|
4
$1.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4+ 0.15% |
$904 - $1.07K
|
2.63K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 2.88% |
$904 - $1.07K
|
143
$37K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 3.51% |
$904 - $1.07K
|
118
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4+ 0.4% |
$904 - $1.07K
|
1K
$260K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
3+ 0.2% |
$678 - $800
|
1.48K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.25% |
$678 - $800
|
1.22K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 42.86% |
$678 - $800
|
10
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.16% |
$678 - $800
|
1.86K
$480K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$678 - $800
|
3
$775
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.11% |
$452 - $533
|
1.83K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$452 - $533
|
2
$517
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 8.33% |
$452 - $533
|
26
$6.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$452 - $533
|
4.7K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2+ 0.2% |
$452 - $533
|
1.02K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2+ 0.23% |
$452 - $533
|
880
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.25% |
$452 - $533
|
799
$207K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$226 - $267
|
102
$26.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.97% |
$226 - $267
|
104
$26.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$226 - $267
|
917
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$226 - $267
|
28K
$7.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.49% |
$226 - $267
|
205
$53K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.11% |
$226 - $267
|
877
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$226 - $267
|
614
$159K
|