Purchases and Sales Made in Q3 2022 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
41+ 0.89% |
$6.17K - $7.14K
|
4.66K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
41+ 0.94% |
$6.17K - $7.14K
|
4.41K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 2.36% |
$6.02K - $6.96K
|
1.74K
$420K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
38+ 45.24% |
$5.72K - $6.62K
|
122
$29.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
38+ 42.22% |
$5.72K - $6.62K
|
128
$30.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
37+ 0.47% |
$5.57K - $6.44K
|
7.98K
$1.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
35+ 1.27% |
$5.27K - $6.09K
|
2.78K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33+ 122.22% |
$4.97K - $5.75K
|
60
$14.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 1.38% |
$4.82K - $5.57K
|
2.34K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32New |
$4.82K - $5.57K
|
32
$7.73K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
32+ 2.14% |
$4.82K - $5.57K
|
1.53K
$370K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
31+ 0.36% |
$4.67K - $5.4K
|
8.56K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
31+ 0.11% |
$4.67K - $5.4K
|
28.3K
$6.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
30+ 1.68% |
$4.52K - $5.22K
|
1.82K
$439K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
29+ 1.33% |
$4.37K - $5.05K
|
2.21K
$534K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29+ 1.71% |
$4.37K - $5.05K
|
1.73K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
28+ 2.34% |
$4.22K - $4.88K
|
1.23K
$297K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
28+ 0.33% |
$4.22K - $4.88K
|
8.6K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
27+ 0.7% |
$4.07K - $4.7K
|
3.88K
$938K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 6.16% |
$3.92K - $4.53K
|
448
$108K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 60.47% |
$3.92K - $4.53K
|
69
$16.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 2.35% |
$3.77K - $4.35K
|
1.09K
$263K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
25+ 5.24% |
$3.77K - $4.35K
|
502
$121K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 1.14% |
$3.77K - $4.35K
|
2.23K
$538K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25+ 2.85% |
$3.77K - $4.35K
|
903
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23+ 0.24% |
$3.46K - $4K
|
9.45K
$2.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
20+ 0.19% |
$3.01K - $3.48K
|
10.5K
$2.53M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20+ 0.28% |
$3.01K - $3.48K
|
7.15K
$1.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19New |
$2.86K - $3.31K
|
19
$4.59K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.63% |
$2.71K - $3.13K
|
2.86K
$690K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18New |
$2.71K - $3.13K
|
18
$4.35K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
17+ 1.8% |
$2.56K - $2.96K
|
963
$233K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 12.23% |
$2.56K - $2.96K
|
156
$37.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
16+ 0.7% |
$2.41K - $2.79K
|
2.31K
$559K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16+ 4.31% |
$2.41K - $2.79K
|
387
$93.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 1.55% |
$2.26K - $2.61K
|
985
$238K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
15+ 1.37% |
$2.26K - $2.61K
|
1.11K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.81K - $2.09K
|
12
$2.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12+ 35.29% |
$1.81K - $2.09K
|
46
$11.1K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.54% |
$1.81K - $2.09K
|
2.23K
$539K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
12+ 0.37% |
$1.81K - $2.09K
|
3.25K
$784K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.69% |
$1.66K - $1.92K
|
1.6K
$388K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 5.26% |
$1.66K - $1.92K
|
220
$53.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.45% |
$1.66K - $1.92K
|
2.44K
$590K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11+ 0.76% |
$1.66K - $1.92K
|
1.46K
$352K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.5% |
$1.66K - $1.92K
|
2.2K
$530K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$1.51K - $1.74K
|
2.23K
$539K
|
|
|
Mar 30, 2023
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
10+ 7.14% |
$1.51K - $1.74K
|
150
$36.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.67% |
$1.51K - $1.74K
|
1.51K
$365K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 27.27% |
$1.36K - $1.57K
|
42
$10.2K
|