Purchases and Sales Made in Q3 2021 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.65% |
$2.2K - $2.44K
|
2.31K
$553K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14+ 0.93% |
$2.06K - $2.28K
|
1.52K
$364K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 1.0% |
$2.06K - $2.28K
|
1.41K
$338K
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13+ 0.69% |
$1.91K - $2.11K
|
1.9K
$455K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10+ 0.55% |
$1.47K - $1.63K
|
1.83K
$439K
|
|
Oct 26, 2021
Q3 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
10+ 0.11% |
$1.47K - $1.63K
|
8.78K
$2.11M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
10+ 0.36% |
$1.47K - $1.63K
|
2.81K
$674K
|
|
Oct 21, 2021
Q3 2021
|
Everence Capital Management Inc
|
BUY
|
- |
10+ 0.09% |
$1.47K - $1.63K
|
11.4K
$2.73M
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.08% |
$1.47K - $1.63K
|
12.3K
$2.95M
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.32K - $1.46K
|
3.38K
$810K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
9+ 0.62% |
$1.32K - $1.46K
|
1.45K
$348K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.17K - $1.3K
|
1.63K
$390K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
7+ 0.49% |
$1.03K - $1.14K
|
1.44K
$346K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.45% |
$881 - $975
|
1.35K
$324K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$881 - $975
|
6
$1.44K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
6New |
$881 - $975
|
6
$1.44K
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
6+ 8.82% |
$881 - $975
|
74
$17.7K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5+ 0.2% |
$734 - $813
|
2.45K
$587K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 4.27% |
$734 - $813
|
122
$29.2K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.12% |
$734 - $813
|
4.29K
$1.03M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.13% |
$734 - $813
|
3.9K
$936K
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.47% |
$587 - $650
|
864
$207K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 6.06% |
$587 - $650
|
70
$16.8K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4+ 0.06% |
$587 - $650
|
6.64K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.13% |
$440 - $488
|
2.38K
$570K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.22% |
$440 - $488
|
1.4K
$335K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.69% |
$440 - $488
|
437
$105K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.42% |
$294 - $325
|
476
$114K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.51% |
$294 - $325
|
393
$94.2K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.79% |
$294 - $325
|
254
$60.9K
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.14% |
$294 - $325
|
1.44K
$345K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.35% |
$294 - $325
|
577
$138K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.14% |
$294 - $325
|
1.48K
$355K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.38% |
$294 - $325
|
524
$126K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.92% |
$294 - $325
|
53
$12.7K
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$147 - $163
|
1.54K
$368K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$147 - $163
|
2.67K
$640K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.54% |
$147 - $163
|
66
$15.8K
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
1+ 0.01% |
$147 - $163
|
12K
$2.87M
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$147 - $163
|
9.18K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.06% |
$147 - $163
|
1.69K
$406K
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$147 - $163
|
1.84K
$441K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.52% |
$147 - $163
|
191
$45.8K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2- 0.02% |
$294 - $325
|
12.1K
$2.9M
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.15% |
$440 - $488
|
1.96K
$469K
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$440 - $488
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 0.19% |
$440 - $488
|
1.59K
$381K
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 8.89% |
$587 - $650
|
41
$9.83K
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-5- 0.33% |
$734 - $813
|
1.49K
$357K
|