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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 1.83% |
$9.41K - $10.5K
|
3.61K
$911K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
64+ 2.87% |
$9.26K - $10.3K
|
2.29K
$578K
|
|
|
Aug 03, 2021
Q2 2021
|
Garner Asset Management Corp
|
BUY
|
- |
63+ 0.39% |
$9.12K - $10.2K
|
16.1K
$4.07M
|
|
|
Jul 14, 2021
Q2 2021
|
Lincoln Capital LLC
|
BUY
|
- |
52+ 0.32% |
$7.53K - $8.41K
|
16.4K
$4.13M
|
|
|
Aug 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
50+ 0.41% |
$7.24K - $8.08K
|
12.1K
$3.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50+ 2.44% |
$7.24K - $8.08K
|
2.1K
$529K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
46+ 1.04% |
$6.66K - $7.44K
|
4.46K
$1.13M
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
44+ 1.34% |
$6.37K - $7.11K
|
3.32K
$838K
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 537.5% |
$6.22K - $6.95K
|
51
$12.9K
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
39+ 2.06% |
$5.65K - $6.31K
|
1.93K
$487K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 205.56% |
$5.36K - $5.98K
|
55
$13.9K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.11% |
$5.07K - $5.66K
|
31.4K
$7.92M
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 5.79% |
$5.07K - $5.66K
|
639
$161K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 2.42% |
$4.78K - $5.34K
|
1.4K
$352K
|
|
|
Aug 06, 2021
Q2 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
33+ 1.38% |
$4.78K - $5.34K
|
2.42K
$610K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
31+ 7.16% |
$4.49K - $5.01K
|
464
$117K
|
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
29+ 1.57% |
$4.2K - $4.69K
|
1.87K
$472K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
29+ 14.72% |
$4.2K - $4.69K
|
226
$57K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
28+ 1.79% |
$4.05K - $4.53K
|
1.59K
$402K
|
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
28+ 2.01% |
$4.05K - $4.53K
|
1.42K
$358K
|
|
|
Aug 10, 2021
Q2 2021
|
Van Eck Associates Corp
|
BUY
|
- |
27+ 1.96% |
$3.91K - $4.37K
|
1.41K
$355K
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.67% |
$3.76K - $4.2K
|
3.92K
$988K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
25+ 156.25% |
$3.62K - $4.04K
|
41
$10.3K
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
25+ 21.37% |
$3.62K - $4.04K
|
142
$35.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 1.33% |
$3.62K - $4.04K
|
1.91K
$482K
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23+ 1.58% |
$3.33K - $3.72K
|
1.48K
$373K
|
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
BUY
|
- |
21+ 0.31% |
$3.04K - $3.4K
|
6.87K
$1.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 1.2% |
$3.04K - $3.4K
|
1.77K
$447K
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.72% |
$2.61K - $2.91K
|
399
$101K
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
18+ 1.34% |
$2.61K - $2.91K
|
1.36K
$342K
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
17New |
$2.46K - $2.75K
|
17
$4.29K
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
16+ 0.13% |
$2.32K - $2.59K
|
12.2K
$3.08M
|
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
14+ 0.53% |
$2.03K - $2.26K
|
2.64K
$665K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
13New |
$1.88K - $2.1K
|
13
$3.28K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 0.34% |
$1.88K - $2.1K
|
3.84K
$970K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 14.63% |
$1.74K - $1.94K
|
94
$23.7K
|
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
12+ 0.67% |
$1.74K - $1.94K
|
1.79K
$452K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.88% |
$1.74K - $1.94K
|
1.38K
$348K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 3.13% |
$1.59K - $1.78K
|
362
$91.3K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 1.16% |
$1.45K - $1.62K
|
872
$220K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.45% |
$1.45K - $1.62K
|
2.21K
$558K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 34.48% |
$1.45K - $1.62K
|
39
$9.84K
|
|
|
Jul 19, 2021
Q2 2021
|
Rothschild Investment Corp
|
BUY
|
- |
9+ 0.29% |
$1.3K - $1.46K
|
3.08K
$776K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.4% |
$1.3K - $1.46K
|
2.24K
$566K
|
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.3K - $1.46K
|
3.37K
$850K
|
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8+ 0.69% |
$1.16K - $1.29K
|
1.17K
$295K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.47% |
$1.01K - $1.13K
|
1.48K
$374K
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.23% |
$724 - $808
|
2.19K
$551K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.12% |
$724 - $808
|
4.32K
$1.09M
|
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$724 - $808
|
2.11K
$533K
|