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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9- 0.12% |
$1.36K - $1.57K
|
7.23K
$1.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-9- 0.4% |
$1.36K - $1.57K
|
2.25K
$579K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-9- 0.25% |
$1.36K - $1.57K
|
3.54K
$909K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 6.98% |
$1.36K - $1.57K
|
120
$30.8K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.17% |
$1.51K - $1.74K
|
5.76K
$1.48M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 31.25% |
$1.51K - $1.74K
|
22
$5.65K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$1.51K - $1.74K
|
10.2K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10- 8.0% |
$1.51K - $1.74K
|
115
$29.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11- 0.06% |
$1.66K - $1.92K
|
19.4K
$4.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-11- 0.44% |
$1.66K - $1.92K
|
2.48K
$637K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 0.32% |
$1.66K - $1.92K
|
3.37K
$867K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 3.7% |
$1.66K - $1.92K
|
286
$73.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12- 0.41% |
$1.81K - $2.09K
|
2.93K
$753K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-12- 0.88% |
$1.81K - $2.09K
|
1.34K
$345K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.15% |
$1.96K - $2.26K
|
8.9K
$2.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 32.5% |
$1.96K - $2.26K
|
27
$6.94K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-14- 9.72% |
$2.11K - $2.44K
|
130
$33.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14- 0.08% |
$2.11K - $2.44K
|
17.6K
$4.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15- 0.45% |
$2.26K - $2.61K
|
3.31K
$851K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-15- 0.01% |
$2.26K - $2.61K
|
119K
$30.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 1.72% |
$2.26K - $2.61K
|
857
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 4.6% |
$2.26K - $2.61K
|
311
$79.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-16- 13.11% |
$2.41K - $2.79K
|
106
$27.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-16- 0.09% |
$2.41K - $2.79K
|
18.6K
$4.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18- 0.79% |
$2.71K - $3.13K
|
2.26K
$580K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-18- 1.04% |
$2.71K - $3.13K
|
1.71K
$440K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-18- 5.71% |
$2.71K - $3.13K
|
297
$76.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-21- 1.55% |
$3.16K - $3.66K
|
1.33K
$342K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-23- 0.38% |
$3.46K - $4K
|
6.1K
$1.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 1.81% |
$3.77K - $4.35K
|
1.36K
$349K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 1.26% |
$3.77K - $4.35K
|
1.97K
$505K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 52.08% |
$3.77K - $4.35K
|
23
$5.91K
|
|
|
Nov 09, 2022
Q3 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-25- 0.52% |
$3.77K - $4.35K
|
4.77K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25- 1.92% |
$3.77K - $4.35K
|
1.28K
$329K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-26- 0.77% |
$3.92K - $4.53K
|
3.34K
$859K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-26- 38.24% |
$3.92K - $4.53K
|
42
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26- 1.76% |
$3.92K - $4.53K
|
1.45K
$372K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 1.61% |
$4.22K - $4.88K
|
1.72K
$441K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28- 1.19% |
$4.22K - $4.88K
|
2.33K
$598K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-30- 1.73% |
$4.52K - $5.22K
|
1.71K
$439K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-31- 5.75% |
$4.67K - $5.4K
|
508
$131K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-33- 22.3% |
$4.97K - $5.75K
|
115
$29.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-34- 9.74% |
$5.12K - $5.92K
|
315
$80.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-34- 1.43% |
$5.12K - $5.92K
|
2.34K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-35- 1.47% |
$5.27K - $6.09K
|
2.35K
$605K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-35- 1.18% |
$5.27K - $6.09K
|
2.92K
$750K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-40- 1.96% |
$6.02K - $6.96K
|
2K
$514K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-40- 0.98% |
$6.02K - $6.96K
|
4.06K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-41- 0.14% |
$6.17K - $7.14K
|
28.5K
$7.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-42- 4.4% |
$6.33K - $7.31K
|
913
$235K
|