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 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-30- 2.47% |
$6.78K - $8K
|
1.18K
$306K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.48% |
$6.78K - $8K
|
6.25K
$1.62M
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-30- 1.91% |
$6.78K - $8K
|
1.54K
$398K
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-31- 1.87% |
$7.01K - $8.27K
|
1.63K
$421K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-32- 6.82% |
$7.23K - $8.53K
|
437
$113K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-34- 2.51% |
$7.68K - $9.07K
|
1.32K
$341K
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-35- 1.05% |
$7.91K - $9.33K
|
3.3K
$854K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-35- 1.89% |
$7.91K - $9.33K
|
1.81K
$469K
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-36- 2.97% |
$8.13K - $9.6K
|
1.18K
$305K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-37- 2.07% |
$8.36K - $9.87K
|
1.75K
$452K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-38- 0.05% |
$8.59K - $10.1K
|
77.1K
$19.9M
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-38- 4.2% |
$8.59K - $10.1K
|
867
$224K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-39- 13.78% |
$8.81K - $10.4K
|
244
$63.1K
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-39- 2.95% |
$8.81K - $10.4K
|
1.28K
$332K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-40- 2.3% |
$9.04K - $10.7K
|
1.7K
$439K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-41- 14.24% |
$9.26K - $10.9K
|
247
$63.8K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-41- 0.77% |
$9.26K - $10.9K
|
5.3K
$1.37M
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-43- 1.36% |
$9.72K - $11.5K
|
3.12K
$807K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-44- 4.25% |
$9.94K - $11.7K
|
992
$256K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-45- 2.04% |
$10.2K - $12K
|
2.16K
$559K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-47- 8.19% |
$10.6K - $12.5K
|
527
$136K
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-49- 2.47% |
$11.1K - $13.1K
|
1.93K
$500K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-50- 4.86% |
$11.3K - $13.3K
|
979
$253K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 1.63% |
$11.3K - $13.3K
|
3.02K
$780K
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-50- 0.39% |
$11.3K - $13.3K
|
12.7K
$3.29M
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-53- 2.0% |
$12K - $14.1K
|
2.6K
$673K
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-53- 1.88% |
$12K - $14.1K
|
2.76K
$714K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 30.46% |
$12K - $14.1K
|
121
$31.3K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-54- 4.8% |
$12.2K - $14.4K
|
1.07K
$277K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-56- 0.99% |
$12.7K - $14.9K
|
5.59K
$1.45M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-57- 3.26% |
$12.9K - $15.2K
|
1.69K
$437K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-58- 5.02% |
$13.1K - $15.5K
|
1.1K
$284K
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-58- 0.22% |
$13.1K - $15.5K
|
26.7K
$6.9M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-58- 4.31% |
$13.1K - $15.5K
|
1.29K
$333K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-58- 2.65% |
$13.1K - $15.5K
|
2.13K
$550K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-61- 4.23% |
$13.8K - $16.3K
|
1.38K
$357K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-63- 17.31% |
$14.2K - $16.8K
|
301
$77.8K
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-63- 2.16% |
$14.2K - $16.8K
|
2.85K
$737K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 1.86% |
$14.2K - $16.8K
|
3.33K
$860K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-64- 20.78% |
$14.5K - $17.1K
|
244
$63.1K
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-64- 0.17% |
$14.5K - $17.1K
|
37.4K
$9.68M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 2.44% |
$14.7K - $17.3K
|
2.6K
$671K
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-67- 2.36% |
$15.1K - $17.9K
|
2.78K
$718K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-68- 0.52% |
$15.4K - $18.1K
|
12.9K
$3.34M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-68- 0.08% |
$15.4K - $18.1K
|
80.7K
$20.9M
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.36% |
$15.8K - $18.7K
|
19.4K
$5.02M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-72- 0.33% |
$16.3K - $19.2K
|
22K
$5.68M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-72- 0.21% |
$16.3K - $19.2K
|
33.7K
$8.71M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-73- 5.31% |
$16.5K - $19.5K
|
1.3K
$337K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-73- 0.05% |
$16.5K - $19.5K
|
154K
$39.8M
|