Purchases and Sales Made in Q1 2022 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
120+ 3.46% |
$18.7K - $22.5K
|
3.59K
$922K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
116+ 0.27% |
$18.1K - $21.8K
|
43.1K
$11.1M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
116+ 0.55% |
$18.1K - $21.8K
|
21.3K
$5.46M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
115+ 0.98% |
$17.9K - $21.6K
|
11.9K
$3.06M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
114+ 0.36% |
$17.8K - $21.4K
|
31.9K
$8.19M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
112+ 5.35% |
$17.4K - $21K
|
2.21K
$567K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
109+ 7.71% |
$17K - $20.5K
|
1.52K
$391K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
101+ 1.42% |
$15.7K - $19K
|
7.23K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
100New |
$15.6K - $18.8K
|
100
$25.7K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$15.6K - $18.8K
|
100
$25.7K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
99+ 1.56% |
$15.4K - $18.6K
|
6.43K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
86+ 0.85% |
$13.4K - $16.1K
|
10.3K
$2.64M
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
85+ 3.89% |
$13.2K - $16K
|
2.27K
$583K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
83+ 0.24% |
$12.9K - $15.6K
|
35.1K
$9.02M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
82+ 1.22% |
$12.8K - $15.4K
|
6.83K
$1.75M
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
80+ 9.76% |
$12.5K - $15K
|
900
$231K
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
79+ 0.55% |
$12.3K - $14.8K
|
14.4K
$3.7M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
78+ 1.75% |
$12.1K - $14.6K
|
4.53K
$1.16M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
75+ 150.0% |
$11.7K - $14.1K
|
125
$32.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74+ 23.49% |
$11.5K - $13.9K
|
389
$99.9K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
74+ 7.71% |
$11.5K - $13.9K
|
1.03K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
74+ 2.27% |
$11.5K - $13.9K
|
3.33K
$855K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
70+ 0.48% |
$10.9K - $13.1K
|
14.6K
$3.75M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 2.94% |
$10.6K - $12.8K
|
2.38K
$612K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
64New |
$9.97K - $12K
|
64
$16.4K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
62+ 1.56% |
$9.66K - $11.6K
|
4.04K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
62+ 0.24% |
$9.66K - $11.6K
|
25.5K
$6.55M
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
61+ 1.67% |
$9.5K - $11.5K
|
3.71K
$952K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
60New |
$9.35K - $11.3K
|
60
$15.4K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
60+ 0.17% |
$9.35K - $11.3K
|
35.5K
$9.12M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58+ 1.92% |
$9.03K - $10.9K
|
3.07K
$790K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 1.72% |
$9.03K - $10.9K
|
3.43K
$880K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
57New |
$8.88K - $10.7K
|
57
$14.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
55+ 0.44% |
$8.57K - $10.3K
|
12.6K
$3.25M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
54+ 1.39% |
$8.41K - $10.1K
|
3.94K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
53+ 1.89% |
$8.25K - $9.95K
|
2.86K
$735K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
53+ 0.77% |
$8.25K - $9.95K
|
6.9K
$1.77M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
52+ 1.84% |
$8.1K - $9.76K
|
2.89K
$741K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
50+ 2.02% |
$7.79K - $9.39K
|
2.53K
$649K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50+ 1.87% |
$7.79K - $9.39K
|
2.72K
$698K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
48New |
$7.48K - $9.01K
|
48
$12.3K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 0.59% |
$7.01K - $8.45K
|
7.66K
$1.97M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
44+ 3.38% |
$6.85K - $8.26K
|
1.34K
$345K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 1.91% |
$6.85K - $8.26K
|
2.35K
$603K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
44+ 1.79% |
$6.85K - $8.26K
|
2.5K
$643K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 77.36% |
$6.39K - $7.7K
|
94
$24.1K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
41+ 5.81% |
$6.39K - $7.7K
|
747
$192K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40New |
$6.23K - $7.51K
|
40
$10.3K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
36+ 1.67% |
$5.61K - $6.76K
|
2.19K
$562K
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
35+ 1.88% |
$5.45K - $6.57K
|
1.9K
$487K
|