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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
4+ 0.01% |
$623 - $751
|
28.4K
$6.9M
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.2% |
$623 - $751
|
1.99K
$484K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.09% |
$467 - $563
|
3.45K
$837K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3+ 0.12% |
$467 - $563
|
2.46K
$596K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 2.68% |
$467 - $563
|
115
$27.9K
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.19% |
$467 - $563
|
1.54K
$375K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.33% |
$312 - $376
|
612
$149K
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$312 - $376
|
2.83K
$688K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$312 - $376
|
1.76K
$428K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.46% |
$312 - $376
|
441
$107K
|
|
May 16, 2022
Q1 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.09% |
$312 - $376
|
2.22K
$539K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$156 - $188
|
4.69K
$1.14M
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.07% |
$156 - $188
|
1.44K
$350K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.07% |
$156 - $188
|
1.48K
$359K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.21% |
$156 - $188
|
478
$116K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$156 - $188
|
320
$77.7K
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.39% |
$156 - $188
|
256
$62.1K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.06% |
$156 - $188
|
1.63K
$395K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.25% |
$156 - $188
|
395
$95.9K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.18% |
$156 - $188
|
563
$137K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.06% |
$156 - $188
|
1.57K
$382K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.21% |
$156 - $188
|
469
$114K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$156 - $188
|
1
$243
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.54% |
$156 - $188
|
66
$16K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$156 - $188
|
2.62K
$636K
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1- 0.08% |
$156 - $188
|
1.3K
$315K
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-1- 0.01% |
$156 - $188
|
10.4K
$2.51M
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1- 0.21% |
$156 - $188
|
466
$113K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1- 0.21% |
$156 - $188
|
466
$113K
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.0% |
$156 - $188
|
49
$11.9K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$156 - $188
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.69% |
$156 - $188
|
58
$14.1K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.25% |
$312 - $376
|
795
$193K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2- 0.05% |
$312 - $376
|
3.69K
$896K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 0.38% |
$312 - $376
|
526
$128K
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4- 0.1% |
$623 - $751
|
3.85K
$935K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-4Closed |
$623 - $751
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.4% |
$623 - $751
|
992
$241K
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4- 2.34% |
$623 - $751
|
167
$40.5K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 13.79% |
$623 - $751
|
25
$6.07K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$623 - $751
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.43% |
$779 - $939
|
1.15K
$279K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5- 3.85% |
$779 - $939
|
125
$30.3K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5Closed |
$779 - $939
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 0.22% |
$935 - $1.13K
|
2.67K
$648K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.09% |
$935 - $1.13K
|
6.75K
$1.64M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8Closed |
$1.25K - $1.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.99% |
$1.56K - $1.88K
|
998
$242K
|