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
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.07KNew |
$330K - $361K
|
2.07K
$494K
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.05K+ 4.45% |
$328K - $359K
|
48.2K
$11.5M
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.03K+ 4.44% |
$325K - $355K
|
47.7K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.01K+ 23.87% |
$321K - $351K
|
10.4K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.99KNew |
$318K - $348K
|
1.99K
$476K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.97KNew |
$315K - $345K
|
1.97K
$472K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.92K+ 5.79% |
$307K - $335K
|
35K
$8.38M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.9K+ 228.55% |
$303K - $332K
|
2.73K
$652K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.85K+ 7.1% |
$296K - $324K
|
27.9K
$6.68M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.82K+ 1.56% |
$291K - $318K
|
119K
$28.4M
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.81K+ 11.6% |
$289K - $316K
|
17.4K
$4.16M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.79K+ 0.23% |
$286K - $313K
|
785K
$188M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.79K+ 3.01% |
$286K - $312K
|
61.1K
$14.6M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.73K+ 7.38% |
$276K - $302K
|
25.1K
$6.01M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.72K+ 16.08% |
$276K - $301K
|
12.4K
$2.98M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 140.37% |
$269K - $294K
|
2.88K
$689K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.65K+ 11.12% |
$263K - $288K
|
16.4K
$3.93M
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.63K+ 20.65% |
$260K - $285K
|
9.51K
$2.27M
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.61K+ 1.78% |
$257K - $281K
|
91.8K
$22M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.6K+ 1.46% |
$256K - $280K
|
112K
$26.7M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 2.81% |
$252K - $276K
|
57.7K
$13.8M
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.52KNew |
$244K - $266K
|
1.52K
$364K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.51K+ 63.0% |
$242K - $264K
|
3.91K
$936K
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.5KNew |
$240K - $262K
|
1.5K
$359K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.5K+ 0.85% |
$239K - $262K
|
178K
$42.6M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.48K+ 5.25% |
$237K - $259K
|
29.7K
$7.11M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.46K+ 1.62% |
$234K - $255K
|
91.6K
$21.9M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.45K+ 34.28% |
$231K - $253K
|
5.67K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$231K - $253K
|
1.45K
$346K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$230K - $251K
|
1.44K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.43K+ 10.3% |
$228K - $249K
|
15.3K
$3.65M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 11.54% |
$222K - $243K
|
13.4K
$3.22M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.39K+ 1.98% |
$221K - $242K
|
71.3K
$17.1M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.38K+ 20.2% |
$221K - $242K
|
8.24K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.38K+ 78.12% |
$221K - $242K
|
3.15K
$754K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.37K+ 3.09% |
$219K - $239K
|
45.6K
$10.9M
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$214K - $234K
|
1.34K
$320K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.34KNew |
$214K - $234K
|
1.34K
$320K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.33K+ 16.92% |
$213K - $233K
|
9.19K
$2.2M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 66.04% |
$212K - $232K
|
3.34K
$799K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.31K+ 4.69% |
$210K - $230K
|
29.4K
$7.02M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.3KNew |
$208K - $228K
|
1.3K
$312K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.3KNew |
$208K - $227K
|
1.3K
$311K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 60.61% |
$206K - $226K
|
3.42K
$818K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.29K+ 17.73% |
$206K - $225K
|
8.56K
$2.05M
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.29KNew |
$206K - $225K
|
1.29K
$308K
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.27K+ 40.27% |
$204K - $223K
|
4.44K
$1.06M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.26K+ 5.22% |
$202K - $221K
|
25.4K
$6.08M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
1.25KNew |
$200K - $219K
|
1.25K
$300K
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.25KNew |
$200K - $219K
|
1.25K
$299K
|