Purchases and Sales Made in Q2 2021 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
353+ 3.54% |
$51.1K - $57.1K
|
10.3K
$2.6M
|
|
Jul 14, 2021
Q2 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
350+ 17.11% |
$50.7K - $56.6K
|
2.4K
$604K
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
350+ 4.57% |
$50.7K - $56.6K
|
8K
$2.02M
|
|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
BUY
|
- |
338+ 6.71% |
$48.9K - $54.6K
|
5.37K
$1.36M
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
329+ 0.57% |
$47.6K - $53.2K
|
57.8K
$14.6M
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
325+ 14.34% |
$47K - $52.5K
|
2.59K
$654K
|
|
Aug 12, 2021
Q2 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
325+ 0.88% |
$47K - $52.5K
|
37.1K
$9.36M
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
323+ 8.89% |
$46.8K - $52.2K
|
3.96K
$998K
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
319+ 23.65% |
$46.2K - $51.6K
|
1.67K
$421K
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
316+ 2.49% |
$45.7K - $51.1K
|
13K
$3.28M
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
315+ 4.73% |
$45.6K - $50.9K
|
6.98K
$1.76M
|
|
Jul 23, 2021
Q2 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
314+ 16.53% |
$45.5K - $50.8K
|
2.21K
$559K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
299+ 2.6% |
$43.3K - $48.3K
|
11.8K
$2.98M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
282+ 18.23% |
$40.8K - $45.6K
|
1.83K
$461K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
277+ 12.86% |
$40.1K - $44.8K
|
2.43K
$613K
|
|
Jul 22, 2021
Q2 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
273+ 1.93% |
$39.5K - $44.1K
|
14.4K
$3.64M
|
|
Aug 13, 2021
Q2 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
271+ 2.97% |
$39.2K - $43.8K
|
9.39K
$2.37M
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
267+ 3.4% |
$38.7K - $43.2K
|
8.12K
$2.05M
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
264+ 2.07% |
$38.2K - $42.7K
|
13K
$3.29M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
255+ 18.61% |
$36.9K - $41.2K
|
1.63K
$410K
|
|
Jul 19, 2021
Q2 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
253+ 12.38% |
$36.6K - $40.9K
|
2.3K
$579K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
248+ 3.41% |
$35.9K - $40.1K
|
7.53K
$1.9M
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
245+ 0.37% |
$35.5K - $39.6K
|
67.4K
$17M
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
235+ 1.5% |
$34K - $38K
|
15.9K
$4.02M
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
BUY
|
- |
230+ 2.32% |
$33.3K - $37.2K
|
10.2K
$2.56M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
226+ 2.64% |
$32.7K - $36.5K
|
8.78K
$2.21M
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
222+ 8.15% |
$32.1K - $35.9K
|
2.95K
$743K
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
218+ 0.95% |
$31.6K - $35.2K
|
23.1K
$5.82M
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
216+ 7.62% |
$31.3K - $34.9K
|
3.05K
$770K
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
216+ 9.93% |
$31.3K - $34.9K
|
2.39K
$603K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
215+ 1.17% |
$31.1K - $34.8K
|
18.6K
$4.7M
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
214+ 0.66% |
$31K - $34.6K
|
32.8K
$8.28M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
206+ 5.49% |
$29.8K - $33.3K
|
3.96K
$999K
|
|
Aug 04, 2021
Q2 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
202+ 3.44% |
$29.2K - $32.7K
|
6.07K
$1.53M
|
|
Aug 02, 2021
Q2 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
201+ 3.09% |
$29.1K - $32.5K
|
6.7K
$1.69M
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
200+ 63.69% |
$29K - $32.3K
|
514
$130K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
200New |
$29K - $32.3K
|
200
$50.5K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 718.52% |
$28.1K - $31.4K
|
221
$55.8K
|
|
Aug 17, 2021
Q2 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
192+ 1.4% |
$27.8K - $31K
|
13.9K
$3.5M
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
190+ 9.3% |
$27.5K - $30.7K
|
2.23K
$564K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
180New |
$26.1K - $29.1K
|
180
$45.4K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
171+ 11.97% |
$24.8K - $27.6K
|
1.6K
$403K
|
|
Aug 10, 2021
Q2 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
169+ 5.01% |
$24.5K - $27.3K
|
3.54K
$894K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
167+ 6.51% |
$24.2K - $27K
|
2.73K
$689K
|
|
Aug 10, 2021
Q2 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
164+ 8.39% |
$23.7K - $26.5K
|
2.12K
$535K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
164+ 6.87% |
$23.7K - $26.5K
|
2.55K
$644K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
161+ 6.04% |
$23.3K - $26K
|
2.83K
$713K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160+ 5.34% |
$23.2K - $25.9K
|
3.16K
$796K
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
160+ 7.66% |
$23.2K - $25.9K
|
2.25K
$567K
|
|
Jul 19, 2021
Q2 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
159+ 5.73% |
$23K - $25.7K
|
2.93K
$740K
|