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 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.55% |
$1.2K - $1.39K
|
1.47K
$378K
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7+ 0.08% |
$1.05K - $1.22K
|
8.93K
$2.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.34% |
$1.05K - $1.22K
|
2.08K
$535K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 16.28% |
$1.05K - $1.22K
|
50
$12.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.05K - $1.22K
|
7
$1.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.05% |
$904 - $1.04K
|
12.3K
$3.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
5New |
$753 - $871
|
5
$1.28K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 1.38% |
$753 - $871
|
367
$94.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4New |
$602 - $696
|
4
$1.03K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.18% |
$452 - $522
|
1.63K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.14% |
$452 - $522
|
2.23K
$572K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.68% |
$452 - $522
|
446
$115K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$452 - $522
|
14.2K
$3.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3+ 0.22% |
$452 - $522
|
1.37K
$353K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.2% |
$452 - $522
|
1.52K
$390K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.27% |
$452 - $522
|
1.12K
$288K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$301 - $348
|
2
$514
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.33% |
$301 - $348
|
615
$158K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.38% |
$301 - $348
|
533
$137K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.03% |
$301 - $348
|
7.15K
$1.84M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.13% |
$301 - $348
|
1.49K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.13% |
$301 - $348
|
1.49K
$383K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$151 - $174
|
1.76K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.06% |
$151 - $174
|
1.63K
$419K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.58% |
$151 - $174
|
174
$44.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$151 - $174
|
1.54K
$395K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$151 - $174
|
61
$15.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1New |
$151 - $174
|
1
$257
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1New |
$151 - $174
|
1
$257
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.17% |
$151 - $174
|
583
$150K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.39% |
$151 - $174
|
259
$66.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$151 - $174
|
322
$82.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.03% |
$151 - $174
|
3.45K
$885K
|
|
|
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
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 4.55% |
$452 - $522
|
63
$16.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.14% |
$452 - $522
|
2.08K
$533K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3- 0.19% |
$452 - $522
|
1.57K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4- 0.26% |
$602 - $696
|
1.52K
$391K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$602 - $696
|
24.2K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5- 0.2% |
$753 - $871
|
2.47K
$636K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.23% |
$753 - $871
|
2.22K
$569K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 0.3% |
$904 - $1.04K
|
1.98K
$508K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-7- 0.5% |
$1.05K - $1.22K
|
1.39K
$356K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 53.85% |
$1.05K - $1.22K
|
6
$1.54K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-7- 8.54% |
$1.05K - $1.22K
|
75
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-7- 0.02% |
$1.05K - $1.22K
|
40.7K
$10.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 1.52% |
$1.05K - $1.22K
|
453
$116K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8- 0.01% |
$1.2K - $1.39K
|
146K
$37.4M
|