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 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
72+ 2.97% |
$10.6K - $11.7K
|
2.49K
$641K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
71+ 3.39% |
$10.4K - $11.5K
|
2.17K
$557K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
68+ 2.8% |
$9.98K - $11.1K
|
2.5K
$642K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
67+ 2.3% |
$9.84K - $10.9K
|
2.98K
$765K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
64+ 10.56% |
$9.4K - $10.4K
|
670
$172K
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
61+ 1.01% |
$8.96K - $9.92K
|
6.12K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
60New |
$8.81K - $9.75K
|
60
$15.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
58+ 1.22% |
$8.52K - $9.43K
|
4.81K
$1.24M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
57+ 1.94% |
$8.37K - $9.27K
|
2.99K
$768K
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
53+ 1.15% |
$7.78K - $8.62K
|
4.68K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
49+ 1.26% |
$7.19K - $7.97K
|
3.95K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
47+ 0.52% |
$6.9K - $7.64K
|
9.12K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
47+ 8.16% |
$6.9K - $7.64K
|
623
$160K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
44New |
$6.46K - $7.15K
|
44
$11.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
44+ 112.82% |
$6.46K - $7.15K
|
83
$21.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
43New |
$6.31K - $6.99K
|
43
$11K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.37% |
$6.02K - $6.67K
|
11K
$2.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
38+ 1.57% |
$5.58K - $6.18K
|
2.45K
$630K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
36+ 2.01% |
$5.29K - $5.85K
|
1.83K
$469K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
35+ 0.22% |
$5.14K - $5.69K
|
16.2K
$4.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35+ 8.77% |
$5.14K - $5.69K
|
434
$111K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
33+ 0.88% |
$4.85K - $5.37K
|
3.8K
$975K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 100.0% |
$4.7K - $5.2K
|
64
$16.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
32+ 0.96% |
$4.7K - $5.2K
|
3.35K
$862K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
32+ 1.66% |
$4.7K - $5.2K
|
1.96K
$504K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
30+ 0.62% |
$4.4K - $4.88K
|
4.84K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 1.01% |
$4.26K - $4.71K
|
2.91K
$747K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 0.63% |
$4.26K - $4.71K
|
4.62K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
28+ 5.51% |
$4.11K - $4.55K
|
536
$138K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 2.03% |
$4.11K - $4.55K
|
1.41K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28+ 1.75% |
$4.11K - $4.55K
|
1.63K
$419K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.28% |
$3.96K - $4.39K
|
2.14K
$549K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 4.07% |
$3.82K - $4.23K
|
665
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
26+ 61.9% |
$3.82K - $4.23K
|
68
$17.5K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
25+ 0.35% |
$3.67K - $4.06K
|
7.08K
$1.82M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
25+ 1.08% |
$3.67K - $4.06K
|
2.34K
$600K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
24+ 100.0% |
$3.52K - $3.9K
|
48
$12.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
24+ 0.3% |
$3.52K - $3.9K
|
8.11K
$2.08M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
24New |
$3.52K - $3.9K
|
24
$6.17K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
22+ 20.75% |
$3.23K - $3.58K
|
128
$32.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 1.55% |
$3.23K - $3.58K
|
1.44K
$369K
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
20+ 0.62% |
$2.94K - $3.25K
|
3.24K
$833K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 20.21% |
$2.79K - $3.09K
|
113
$29K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19+ 1.03% |
$2.79K - $3.09K
|
1.87K
$481K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
16+ 0.5% |
$2.35K - $2.6K
|
3.24K
$832K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 0.58% |
$2.35K - $2.6K
|
2.79K
$718K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
16+ 1.2% |
$2.35K - $2.6K
|
1.35K
$347K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.65% |
$2.2K - $2.44K
|
2.31K
$593K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
15+ 1.47% |
$2.2K - $2.44K
|
1.04K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15+ 44.12% |
$2.2K - $2.44K
|
49
$12.6K
|