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
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
344+ 0.68% |
$77.7K - $91.7K
|
50.7K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
343+ 14.05% |
$77.5K - $91.5K
|
2.79K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
337New |
$76.2K - $89.9K
|
337
$82.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
327+ 7.7% |
$73.9K - $87.2K
|
4.57K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
313+ 22.7% |
$70.7K - $83.5K
|
1.69K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
292+ 1.76% |
$66K - $77.9K
|
16.9K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
289New |
$65.3K - $77.1K
|
289
$70.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
268+ 12.45% |
$60.6K - $71.5K
|
2.42K
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
266+ 15.99% |
$60.1K - $70.9K
|
1.93K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
254+ 19.03% |
$57.4K - $67.7K
|
1.59K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
238+ 5.55% |
$53.8K - $63.5K
|
4.52K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
235+ 57.46% |
$53.1K - $62.7K
|
644
$158K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
232+ 19.98% |
$52.4K - $61.9K
|
1.39K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
226+ 17.25% |
$51.1K - $60.3K
|
1.54K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
219+ 6.04% |
$49.5K - $58.4K
|
3.85K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
218+ 7.13% |
$49.3K - $58.1K
|
3.28K
$803K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
215+ 581.08% |
$48.6K - $57.3K
|
252
$61.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
211+ 8.7% |
$47.7K - $56.3K
|
2.64K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
209+ 22.02% |
$47.2K - $55.7K
|
1.16K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
201+ 3.37% |
$45.4K - $53.6K
|
6.17K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
197+ 63.34% |
$44.5K - $52.5K
|
508
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
196+ 17.22% |
$44.3K - $52.3K
|
1.33K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
190+ 13.21% |
$42.9K - $50.7K
|
1.63K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
189+ 1.64% |
$42.7K - $50.4K
|
11.7K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 15.23% |
$41.8K - $49.3K
|
1.4K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 1.77% |
$41.4K - $48.8K
|
10.5K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
182+ 3.42% |
$41.1K - $48.5K
|
5.51K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
181New |
$40.9K - $48.3K
|
181
$44.4K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
170+ 36.09% |
$38.4K - $45.3K
|
641
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
169+ 17.59% |
$38.2K - $45.1K
|
1.13K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
167+ 6.33% |
$37.7K - $44.5K
|
2.8K
$687K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
153+ 120.47% |
$34.6K - $40.8K
|
280
$68.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
151+ 71.23% |
$34.1K - $40.3K
|
363
$89K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
151+ 12.92% |
$34.1K - $40.3K
|
1.32K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
144+ 16.11% |
$32.5K - $38.4K
|
1.04K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
136+ 7.89% |
$30.7K - $36.3K
|
1.86K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 6.81% |
$29.6K - $34.9K
|
2.05K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
130+ 9.15% |
$29.4K - $34.7K
|
1.55K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
128New |
$28.9K - $34.1K
|
128
$31.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 7.8% |
$28.7K - $33.9K
|
1.76K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127+ 7.94% |
$28.7K - $33.9K
|
1.73K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
117+ 27.08% |
$26.4K - $31.2K
|
549
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
113New |
$25.5K - $30.1K
|
113
$27.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
113+ 7.92% |
$25.5K - $30.1K
|
1.54K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
108+ 0.1% |
$24.4K - $28.8K
|
107K
$26.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
105+ 2.53% |
$23.7K - $28K
|
4.26K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 10.37% |
$22.8K - $26.9K
|
1.08K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 7.1% |
$22.6K - $26.7K
|
1.51K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 8.25% |
$22.4K - $26.4K
|
1.3K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
97+ 6.1% |
$21.9K - $25.9K
|
1.69K
$413K
|