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 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2- 0.13% |
$320 - $350
|
1.58K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2- 0.03% |
$320 - $350
|
7.59K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.07% |
$320 - $350
|
2.77K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2- 0.86% |
$320 - $350
|
231
$55.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 0.03% |
$320 - $350
|
5.8K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2- 40.0% |
$320 - $350
|
3
$725
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3- 0.22% |
$480 - $525
|
1.37K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.27% |
$480 - $525
|
1.11K
$268K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-3- 0.16% |
$480 - $525
|
1.93K
$467K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4- 0.18% |
$640 - $699
|
2.2K
$530K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-5- 0.03% |
$799 - $874
|
15.6K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-6- 0.66% |
$959 - $1.05K
|
898
$217K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-7- 0.44% |
$1.12K - $1.22K
|
1.58K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-7- 0.16% |
$1.12K - $1.22K
|
4.28K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$1.28K - $1.4K
|
93.4K
$22.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-8- 0.24% |
$1.28K - $1.4K
|
3.38K
$817K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 44.44% |
$1.28K - $1.4K
|
10
$2.42K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-9- 0.35% |
$1.44K - $1.57K
|
2.54K
$615K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$1.44K - $1.57K
|
3
$725
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 2.94% |
$1.44K - $1.57K
|
297
$71.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-9- 0.58% |
$1.44K - $1.57K
|
1.54K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 4.31% |
$1.44K - $1.57K
|
200
$48.3K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-9- 0.58% |
$1.44K - $1.57K
|
1.54K
$372K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 1.12% |
$1.6K - $1.75K
|
883
$213K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-10- 22.22% |
$1.6K - $1.75K
|
35
$8.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.38% |
$1.6K - $1.75K
|
2.65K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11- 9.17% |
$1.76K - $1.92K
|
109
$26.3K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12- 0.59% |
$1.92K - $2.1K
|
2.04K
$493K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-13- 0.66% |
$2.08K - $2.27K
|
1.96K
$473K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 29.55% |
$2.08K - $2.27K
|
31
$7.49K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 11.21% |
$2.08K - $2.27K
|
103
$24.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13- 0.83% |
$2.08K - $2.27K
|
1.55K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13- 0.79% |
$2.08K - $2.27K
|
1.64K
$397K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-14- 0.37% |
$2.24K - $2.45K
|
3.75K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.42% |
$2.4K - $2.62K
|
3.57K
$863K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-15- 0.27% |
$2.4K - $2.62K
|
5.58K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16- 18.18% |
$2.56K - $2.8K
|
72
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-16- 7.41% |
$2.56K - $2.8K
|
200
$48.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 6.75% |
$2.72K - $2.97K
|
235
$56.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 0.61% |
$2.88K - $3.15K
|
2.95K
$712K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-19- 1.96% |
$3.04K - $3.32K
|
951
$230K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21- 1.54% |
$3.36K - $3.67K
|
1.34K
$324K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 30.14% |
$3.52K - $3.85K
|
51
$12.3K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-23- 1.61% |
$3.68K - $4.02K
|
1.41K
$340K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-24- 0.45% |
$3.84K - $4.2K
|
5.26K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-24- 1.15% |
$3.84K - $4.2K
|
2.06K
$498K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 33.33% |
$4K - $4.37K
|
50
$12.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.66% |
$4K - $4.37K
|
3.74K
$903K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 3.45% |
$4K - $4.37K
|
700
$169K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 1.93% |
$4K - $4.37K
|
1.27K
$307K
|