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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.84% |
$4K - $4.37K
|
2.96K
$715K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-26- 1.13% |
$4.16K - $4.55K
|
2.28K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-28- 1.29% |
$4.48K - $4.9K
|
2.14K
$517K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 4.54% |
$4.64K - $5.07K
|
610
$147K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-31- 1.66% |
$4.96K - $5.42K
|
1.83K
$443K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-32- 1.76% |
$5.12K - $5.6K
|
1.79K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-32- 2.17% |
$5.12K - $5.6K
|
1.45K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-32- 0.46% |
$5.12K - $5.6K
|
6.93K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-34- 7.87% |
$5.44K - $5.95K
|
398
$96.2K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-34- 94.44% |
$5.44K - $5.95K
|
2
$483
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-35- 5.78% |
$5.6K - $6.12K
|
571
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-36- 1.06% |
$5.76K - $6.3K
|
3.37K
$815K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-37- 1.55% |
$5.92K - $6.47K
|
2.36K
$570K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-38- 4.95% |
$6.08K - $6.65K
|
729
$176K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-39- 1.9% |
$6.24K - $6.82K
|
2.02K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39- 0.96% |
$6.24K - $6.82K
|
4.04K
$976K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 0.19% |
$6.4K - $6.99K
|
20.6K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 2.41% |
$6.4K - $6.99K
|
1.62K
$391K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-41- 0.24% |
$6.56K - $7.17K
|
17K
$4.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-41- 1.72% |
$6.56K - $7.17K
|
2.34K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-42- 1.49% |
$6.72K - $7.34K
|
2.78K
$671K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-43- 1.84% |
$6.88K - $7.52K
|
2.3K
$555K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-43- 4.26% |
$6.88K - $7.52K
|
967
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-44- 19.38% |
$7.04K - $7.69K
|
183
$44.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-45- 0.48% |
$7.2K - $7.87K
|
9.35K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-47- 3.08% |
$7.51K - $8.22K
|
1.48K
$358K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-48- 1.57% |
$7.67K - $8.39K
|
3K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 12.15% |
$7.67K - $8.39K
|
347
$83.9K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 12.15% |
$7.67K - $8.39K
|
347
$83.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-49- 3.46% |
$7.83K - $8.57K
|
1.37K
$331K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 5.31% |
$7.99K - $8.74K
|
891
$215K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 1.87% |
$7.99K - $8.74K
|
2.62K
$633K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-51- 1.37% |
$8.15K - $8.92K
|
3.67K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-51- 0.3% |
$8.15K - $8.92K
|
17K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-53- 67.09% |
$8.47K - $9.27K
|
26
$6.28K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-54- 2.37% |
$8.63K - $9.44K
|
2.23K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-55- 3.01% |
$8.79K - $9.62K
|
1.77K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-59- 0.81% |
$9.43K - $10.3K
|
7.23K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-60- 0.99% |
$9.59K - $10.5K
|
5.99K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-62- 0.76% |
$9.91K - $10.8K
|
8.1K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-63- 0.22% |
$10.1K - $11K
|
28.1K
$6.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-63- 2.25% |
$10.1K - $11K
|
2.74K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-64- 1.29% |
$10.2K - $11.2K
|
4.91K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 2.06% |
$10.4K - $11.4K
|
3.1K
$748K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-66- 7.25% |
$10.6K - $11.5K
|
844
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-66- 0.7% |
$10.6K - $11.5K
|
9.42K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-66- 2.0% |
$10.6K - $11.5K
|
3.24K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-66- 20.95% |
$10.6K - $11.5K
|
249
$60.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-67- 1.06% |
$10.7K - $11.7K
|
6.24K
$1.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-68- 1.49% |
$10.9K - $11.9K
|
4.5K
$1.09M
|