Purchases and Sales Made in Q3 2023 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q3 2023. 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 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
35+ 0.38% |
$5.6K - $6.12K
|
9.35K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
33+ 0.31% |
$5.28K - $5.77K
|
10.8K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
32+ 2.58% |
$5.12K - $5.6K
|
1.27K
$308K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
32+ 1.15% |
$5.12K - $5.6K
|
2.82K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
32+ 10.74% |
$5.12K - $5.6K
|
330
$79.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31+ 2.55% |
$4.96K - $5.42K
|
1.25K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
31+ 2.38% |
$4.96K - $5.42K
|
1.34K
$323K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 17.65% |
$4.8K - $5.25K
|
200
$48.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
30+ 1.1% |
$4.8K - $5.25K
|
2.75K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 111.11% |
$4.8K - $5.25K
|
57
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
30+ 1.29% |
$4.8K - $5.25K
|
2.36K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30+ 1.61% |
$4.8K - $5.25K
|
1.9K
$459K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
29+ 1.18% |
$4.64K - $5.07K
|
2.48K
$599K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
28New |
$4.48K - $4.9K
|
28
$6.77K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 71.79% |
$4.48K - $4.9K
|
67
$16.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27+ 0.45% |
$4.32K - $4.72K
|
5.97K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26+ 15.38% |
$4.16K - $4.55K
|
195
$47.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
25+ 0.12% |
$4K - $4.37K
|
20.7K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.74% |
$4K - $4.37K
|
1.46K
$353K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 1.26% |
$4K - $4.37K
|
2.01K
$486K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24+ 0.99% |
$3.84K - $4.2K
|
2.45K
$592K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24+ 1.21% |
$3.84K - $4.2K
|
2.01K
$485K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23+ 1.47% |
$3.68K - $4.02K
|
1.59K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
23New |
$3.68K - $4.02K
|
23
$5.56K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22+ 0.27% |
$3.52K - $3.85K
|
8.13K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
20+ 1.66% |
$3.2K - $3.5K
|
1.23K
$296K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19+ 0.95% |
$3.04K - $3.32K
|
2.01K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 3.69% |
$3.04K - $3.32K
|
534
$129K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.62% |
$2.88K - $3.15K
|
2.92K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
18+ 0.24% |
$2.88K - $3.15K
|
7.46K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
16+ 7.02% |
$2.56K - $2.8K
|
244
$59K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
16+ 0.27% |
$2.56K - $2.8K
|
5.96K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15+ 1.22% |
$2.4K - $2.62K
|
1.24K
$301K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 8.81% |
$2.24K - $2.45K
|
173
$41.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14+ 0.75% |
$2.24K - $2.45K
|
1.88K
$455K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13+ 0.57% |
$2.08K - $2.27K
|
2.28K
$551K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13+ 4.0% |
$2.08K - $2.27K
|
338
$81.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13+ 0.12% |
$2.08K - $2.27K
|
10.7K
$2.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
13New |
$2.08K - $2.27K
|
13
$3.14K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13+ 0.74% |
$2.08K - $2.27K
|
1.76K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 10.16% |
$2.08K - $2.27K
|
141
$34.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
13+ 1.02% |
$2.08K - $2.27K
|
1.29K
$311K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.76% |
$1.92K - $2.1K
|
1.59K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.45% |
$1.92K - $2.1K
|
2.67K
$645K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.27% |
$1.76K - $1.92K
|
4.1K
$991K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 22.45% |
$1.76K - $1.92K
|
60
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
11+ 6.32% |
$1.76K - $1.92K
|
185
$44.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$1.76K - $1.92K
|
11
$2.66K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 1.08% |
$1.76K - $1.92K
|
1.03K
$249K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$1.6K - $1.75K
|
10
$2.42K
|