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 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.52% |
$1.2K - $1.39K
|
1.56K
$377K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.55% |
$1.2K - $1.39K
|
1.47K
$356K
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7+ 0.08% |
$1.05K - $1.22K
|
8.93K
$2.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.69K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.69K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 16.28% |
$1.05K - $1.22K
|
50
$12.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.34% |
$1.05K - $1.22K
|
2.08K
$503K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.05% |
$904 - $1.04K
|
12.3K
$2.97M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 1.38% |
$753 - $871
|
367
$88.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
5New |
$753 - $871
|
5
$1.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4New |
$602 - $696
|
4
$967
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.2% |
$452 - $522
|
1.52K
$367K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3+ 0.22% |
$452 - $522
|
1.37K
$332K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.27% |
$452 - $522
|
1.12K
$271K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.18% |
$452 - $522
|
1.63K
$395K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.68% |
$452 - $522
|
446
$108K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$452 - $522
|
14.2K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.14% |
$452 - $522
|
2.23K
$538K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.03% |
$301 - $348
|
7.15K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.33% |
$301 - $348
|
615
$149K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.38% |
$301 - $348
|
533
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.13% |
$301 - $348
|
1.49K
$361K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.13% |
$301 - $348
|
1.49K
$359K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$301 - $348
|
2
$483
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1New |
$151 - $174
|
1
$242
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.03% |
$151 - $174
|
3.45K
$833K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.39% |
$151 - $174
|
259
$62.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$151 - $174
|
61
$14.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$151 - $174
|
1.76K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.06% |
$151 - $174
|
1.63K
$394K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$151 - $174
|
322
$77.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1New |
$151 - $174
|
1
$242
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$151 - $174
|
1.54K
$371K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.58% |
$151 - $174
|
174
$42.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.17% |
$151 - $174
|
583
$141K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-2- 0.09% |
$301 - $348
|
2.31K
$558K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.14% |
$452 - $522
|
2.08K
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3- 0.19% |
$452 - $522
|
1.57K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 4.55% |
$452 - $522
|
63
$15.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$602 - $696
|
24.2K
$5.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4- 0.26% |
$602 - $696
|
1.52K
$368K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.23% |
$753 - $871
|
2.22K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5- 0.2% |
$753 - $871
|
2.47K
$598K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 0.3% |
$904 - $1.04K
|
1.98K
$478K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 1.52% |
$1.05K - $1.22K
|
453
$109K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 53.85% |
$1.05K - $1.22K
|
6
$1.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-7- 0.02% |
$1.05K - $1.22K
|
40.7K
$9.83M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-7- 8.54% |
$1.05K - $1.22K
|
75
$18.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-7- 0.5% |
$1.05K - $1.22K
|
1.39K
$335K
|