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 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
36+ 1.67% |
$5.61K - $6.76K
|
2.19K
$531K
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
35+ 1.88% |
$5.45K - $6.57K
|
1.9K
$461K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34New |
$5.3K - $6.38K
|
34
$8.25K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
34+ 15.04% |
$5.3K - $6.38K
|
260
$63.1K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
33New |
$5.14K - $6.2K
|
33
$8.01K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33+ 28.7% |
$5.14K - $6.2K
|
148
$35.9K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
33New |
$5.14K - $6.2K
|
33
$8.01K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
30+ 9.23% |
$4.67K - $5.63K
|
355
$86.2K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30New |
$4.67K - $5.63K
|
30
$7.28K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
29+ 1.94% |
$4.52K - $5.44K
|
1.53K
$370K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
27+ 2.03% |
$4.21K - $5.07K
|
1.36K
$329K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
27+ 0.61% |
$4.21K - $5.07K
|
4.42K
$1.07M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 45.61% |
$4.05K - $4.88K
|
83
$20.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
26+ 0.73% |
$4.05K - $4.88K
|
3.61K
$876K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
26+ 1.01% |
$4.05K - $4.88K
|
2.61K
$632K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
26+ 0.25% |
$4.05K - $4.88K
|
10.5K
$2.54M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
26+ 0.73% |
$4.05K - $4.88K
|
3.58K
$868K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
26+ 4.29% |
$4.05K - $4.88K
|
632
$153K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
25+ 0.85% |
$3.89K - $4.69K
|
2.96K
$719K
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
25+ 1.79% |
$3.89K - $4.69K
|
1.42K
$344K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23New |
$3.58K - $4.32K
|
23
$5.58K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22+ 1.41% |
$3.43K - $4.13K
|
1.59K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 0.46% |
$3.12K - $3.76K
|
4.41K
$1.07M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
18+ 1.03% |
$2.8K - $3.38K
|
1.77K
$430K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
16New |
$2.49K - $3K
|
16
$3.88K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 40.0% |
$2.49K - $3K
|
56
$13.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
16+ 2.71% |
$2.49K - $3K
|
606
$147K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16+ 0.6% |
$2.49K - $3K
|
2.7K
$655K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15+ 1.75% |
$2.34K - $2.82K
|
872
$212K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
14+ 0.5% |
$2.18K - $2.63K
|
2.82K
$685K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
14+ 0.83% |
$2.18K - $2.63K
|
1.7K
$412K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13+ 0.04% |
$2.02K - $2.44K
|
36.1K
$8.75M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
13+ 0.69% |
$2.02K - $2.44K
|
1.89K
$458K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 8.5% |
$2.02K - $2.44K
|
166
$40.3K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
13+ 2.84% |
$2.02K - $2.44K
|
471
$114K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.55% |
$1.87K - $2.25K
|
2.21K
$536K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
11+ 0.43% |
$1.71K - $2.07K
|
2.57K
$624K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
9+ 3.7% |
$1.4K - $1.69K
|
252
$61.2K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.4K - $1.69K
|
4.04K
$981K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
9+ 33.33% |
$1.4K - $1.69K
|
36
$8.74K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9+ 0.4% |
$1.4K - $1.69K
|
2.28K
$553K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
9+ 0.36% |
$1.4K - $1.69K
|
2.49K
$605K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$1.25K - $1.5K
|
8
$1.94K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.42% |
$1.25K - $1.5K
|
1.91K
$465K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 1.5% |
$1.09K - $1.31K
|
474
$115K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.14% |
$935 - $1.13K
|
4.23K
$1.03M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 4.51% |
$935 - $1.13K
|
139
$33.7K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5+ 0.33% |
$779 - $939
|
1.52K
$370K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.38% |
$779 - $939
|
1.34K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.46% |
$623 - $751
|
873
$212K
|