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 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
120+ 54.05% |
$18.1K - $20.9K
|
342
$87.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
119+ 1.02% |
$17.9K - $20.7K
|
11.8K
$3.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
117+ 0.2% |
$17.6K - $20.4K
|
58.2K
$15M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
116+ 3.08% |
$17.5K - $20.2K
|
3.88K
$997K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
115+ 44.23% |
$17.3K - $20K
|
375
$96.3K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
114+ 4.94% |
$17.2K - $19.8K
|
2.42K
$622K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
114+ 1.44% |
$17.2K - $19.8K
|
8.03K
$2.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
111+ 13.96% |
$16.7K - $19.3K
|
906
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
105+ 1.74% |
$15.8K - $18.3K
|
6.14K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
102+ 4.59% |
$15.4K - $17.8K
|
2.32K
$596K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
101+ 1.2% |
$15.2K - $17.6K
|
8.54K
$2.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
100+ 2.26% |
$15.1K - $17.4K
|
4.53K
$1.16M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
99+ 4.29% |
$14.9K - $17.2K
|
2.41K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
98+ 0.35% |
$14.8K - $17.1K
|
28.2K
$7.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
94+ 7.45% |
$14.2K - $16.4K
|
1.36K
$348K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 47.69% |
$14K - $16.2K
|
288
$74K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
93+ 56.71% |
$14K - $16.2K
|
257
$66K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
91+ 7.26% |
$13.7K - $15.8K
|
1.34K
$345K
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
90+ 1.14% |
$13.6K - $15.7K
|
8.01K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
90+ 3.35% |
$13.6K - $15.7K
|
2.78K
$714K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
81+ 3.34% |
$12.2K - $14.1K
|
2.51K
$644K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
80+ 2.22% |
$12K - $13.9K
|
3.69K
$947K
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
79+ 0.55% |
$11.9K - $13.8K
|
14.6K
$3.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
78+ 12.23% |
$11.7K - $13.6K
|
716
$184K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
78+ 1.15% |
$11.7K - $13.6K
|
6.86K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
77+ 0.55% |
$11.6K - $13.4K
|
14.2K
$3.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
77+ 137.5% |
$11.6K - $13.4K
|
133
$34.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
76New |
$11.4K - $13.2K
|
76
$19.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
75+ 2.18% |
$11.3K - $13.1K
|
3.52K
$905K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
70+ 7.87% |
$10.5K - $12.2K
|
960
$247K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 57.76% |
$10.1K - $11.7K
|
183
$47K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
65+ 14.35% |
$9.79K - $11.3K
|
518
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
64New |
$9.64K - $11.1K
|
64
$16.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
61+ 1.43% |
$9.19K - $10.6K
|
4.33K
$1.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
61+ 2.92% |
$9.19K - $10.6K
|
2.15K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60+ 3.02% |
$9.04K - $10.4K
|
2.05K
$527K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
57+ 0.87% |
$8.58K - $9.92K
|
6.59K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 2.01% |
$8.58K - $9.92K
|
2.89K
$743K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
57+ 0.06% |
$8.58K - $9.92K
|
96.6K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
56New |
$8.43K - $9.75K
|
56
$14.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
55+ 1.67% |
$8.28K - $9.58K
|
3.35K
$862K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
54New |
$8.13K - $9.4K
|
54
$13.9K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
53+ 18.28% |
$7.98K - $9.23K
|
343
$88.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
51+ 0.8% |
$7.68K - $8.88K
|
6.45K
$1.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
49+ 2.65% |
$7.38K - $8.53K
|
1.9K
$488K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 1.55% |
$7.38K - $8.53K
|
3.2K
$823K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 1.95% |
$6.93K - $8.01K
|
2.41K
$619K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
43+ 0.39% |
$6.48K - $7.49K
|
11.1K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
42+ 14.05% |
$6.33K - $7.31K
|
341
$87.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
41+ 0.89% |
$6.17K - $7.14K
|
4.66K
$1.2M
|