Purchases and Sales Made in Q2 2022 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
138+ 3.21% |
$22K - $25.6K
|
4.43K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
138+ 6.63% |
$22K - $25.6K
|
2.22K
$583K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
138+ 8.66% |
$22K - $25.6K
|
1.73K
$455K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
137+ 4.75% |
$21.9K - $25.4K
|
3.02K
$793K
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
132+ 1.39% |
$21.1K - $24.5K
|
9.6K
$2.52M
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
132+ 1.18% |
$21.1K - $24.5K
|
11.3K
$2.97M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
131+ 1.71% |
$20.9K - $24.3K
|
7.79K
$2.05M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
125+ 3.13% |
$20K - $23.2K
|
4.12K
$1.08M
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
125+ 6.59% |
$20K - $23.2K
|
2.02K
$531K
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
120+ 0.5% |
$19.2K - $22.3K
|
24.3K
$6.37M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
114+ 8.37% |
$18.2K - $21.2K
|
1.48K
$387K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
114+ 6.71% |
$18.2K - $21.2K
|
1.81K
$476K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
113+ 1.21% |
$18.1K - $21K
|
9.42K
$2.47M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
112+ 9.74% |
$17.9K - $20.8K
|
1.26K
$331K
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
112+ 5.35% |
$17.9K - $20.8K
|
2.21K
$579K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
109+ 4.18% |
$17.4K - $20.2K
|
2.71K
$712K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
109+ 17.33% |
$17.4K - $20.2K
|
738
$194K
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
104+ 1.52% |
$16.6K - $19.3K
|
6.93K
$1.82M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
104+ 2.33% |
$16.6K - $19.3K
|
4.57K
$1.2M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
101+ 3.76% |
$16.1K - $18.7K
|
2.79K
$732K
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
100+ 3.82% |
$16K - $18.6K
|
2.72K
$713K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
100+ 9.02% |
$16K - $18.6K
|
1.21K
$317K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
95+ 791.67% |
$15.2K - $17.6K
|
107
$28.1K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
93+ 3.8% |
$14.9K - $17.3K
|
2.54K
$667K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
91+ 76.47% |
$14.5K - $16.9K
|
210
$55.1K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
91New |
$14.5K - $16.9K
|
91
$23.9K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
89+ 34.23% |
$14.2K - $16.5K
|
349
$91.6K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 31.16% |
$13.7K - $16K
|
362
$95K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
85+ 3.35% |
$13.6K - $15.8K
|
2.62K
$688K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
84+ 1.23% |
$13.4K - $15.6K
|
6.93K
$1.82M
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
83+ 24.78% |
$13.3K - $15.4K
|
418
$110K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
83+ 2.9% |
$13.3K - $15.4K
|
2.95K
$773K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
79+ 7.64% |
$12.6K - $14.7K
|
1.11K
$292K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
79+ 0.15% |
$12.6K - $14.7K
|
53.5K
$14.1M
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
79+ 7.02% |
$12.6K - $14.7K
|
1.2K
$316K
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
79+ 7.02% |
$12.6K - $14.7K
|
1.2K
$316K
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
78+ 3.07% |
$12.5K - $14.5K
|
2.62K
$687K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
77+ 4.35% |
$12.3K - $14.3K
|
1.85K
$485K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76+ 4.47% |
$12.1K - $14.1K
|
1.78K
$467K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75+ 12.48% |
$12K - $13.9K
|
676
$177K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
74+ 3.41% |
$11.8K - $13.7K
|
2.25K
$589K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
71+ 3.24% |
$11.3K - $13.2K
|
2.26K
$594K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71+ 2.31% |
$11.3K - $13.2K
|
3.15K
$825K
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
67+ 0.46% |
$10.7K - $12.4K
|
14.5K
$3.8M
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
66+ 2.95% |
$10.5K - $12.3K
|
2.31K
$606K
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
65+ 0.08% |
$10.4K - $12.1K
|
85.6K
$22.5M
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
65New |
$10.4K - $12.1K
|
65
$17.1K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
61+ 24.21% |
$9.75K - $11.3K
|
313
$82.2K
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
61+ 11.13% |
$9.75K - $11.3K
|
609
$160K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
61+ 3.09% |
$9.75K - $11.3K
|
2.04K
$534K
|