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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
543+ 14.64% |
$86.8K - $95K
|
4.25K
$1.03M
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
540+ 5.11% |
$86.3K - $94.4K
|
11.1K
$2.68M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
525+ 7.53% |
$83.9K - $91.8K
|
7.5K
$1.81M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
507New |
$81.1K - $88.7K
|
507
$123K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
504+ 13.64% |
$80.6K - $88.1K
|
4.2K
$1.02M
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
500+ 97.09% |
$79.9K - $87.4K
|
1.02K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
500+ 20.66% |
$79.9K - $87.4K
|
2.92K
$706K
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
496+ 13.04% |
$79.3K - $86.7K
|
4.3K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
490+ 0.28% |
$78.3K - $85.7K
|
178K
$42.9M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
469+ 24.1% |
$75K - $82K
|
2.42K
$584K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
466+ 6.97% |
$74.5K - $81.5K
|
7.16K
$1.73M
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
442+ 2.12% |
$70.7K - $77.3K
|
21.3K
$5.15M
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
440+ 1.2% |
$70.4K - $76.9K
|
37K
$8.93M
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
423+ 0.53% |
$67.6K - $74K
|
80.3K
$19.4M
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
408+ 16.27% |
$65.2K - $71.3K
|
2.92K
$704K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
395+ 1.68% |
$63.2K - $69.1K
|
23.9K
$5.77M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
395+ 6.87% |
$63.2K - $69.1K
|
6.15K
$1.49M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
393+ 1.69% |
$62.8K - $68.7K
|
23.6K
$5.71M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
386+ 5.77% |
$61.7K - $67.5K
|
7.07K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
385+ 17.33% |
$61.6K - $67.3K
|
2.61K
$630K
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
376+ 14.72% |
$60.1K - $65.8K
|
2.93K
$708K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
376+ 14.72% |
$60.1K - $65.8K
|
2.93K
$708K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
371+ 6.45% |
$59.3K - $64.9K
|
6.13K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
369+ 12.0% |
$59K - $64.5K
|
3.44K
$832K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
365New |
$58.4K - $63.8K
|
365
$88.2K
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
359+ 2.49% |
$57.4K - $62.8K
|
14.8K
$3.57M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
351+ 21.86% |
$56.1K - $61.4K
|
1.96K
$473K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
345New |
$55.2K - $60.3K
|
345
$83.4K
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
344+ 4.22% |
$55K - $60.2K
|
8.5K
$2.06M
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
343+ 4.65% |
$54.8K - $60K
|
7.72K
$1.87M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
343New |
$54.8K - $60K
|
343
$82.9K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
341+ 8.53% |
$54.5K - $59.6K
|
4.34K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
338+ 4.98% |
$54K - $59.1K
|
7.12K
$1.72M
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
331+ 0.91% |
$52.9K - $57.9K
|
36.6K
$8.84M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
328+ 7.78% |
$52.4K - $57.4K
|
4.54K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
325+ 21.65% |
$52K - $56.8K
|
1.83K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
325+ 1.71% |
$52K - $56.8K
|
19.3K
$4.67M
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
315+ 1.0% |
$50.4K - $55.1K
|
31.9K
$7.71M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
307+ 14.83% |
$49.1K - $53.7K
|
2.38K
$574K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
293+ 3.57% |
$46.8K - $51.2K
|
8.5K
$2.05M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
292+ 23.53% |
$46.7K - $51.1K
|
1.53K
$370K
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
286+ 4.08% |
$45.7K - $50K
|
7.29K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
284+ 10.09% |
$45.4K - $49.7K
|
3.1K
$749K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
280+ 1.7% |
$44.8K - $49K
|
16.8K
$4.05M
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
274New |
$43.8K - $47.9K
|
274
$66.2K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
271+ 5.71% |
$43.3K - $47.4K
|
5.02K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
267+ 3.22% |
$42.7K - $46.7K
|
8.55K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
266+ 23.67% |
$42.5K - $46.5K
|
1.39K
$336K
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
263+ 2.72% |
$42.1K - $46K
|
9.95K
$2.4M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
263New |
$42.1K - $46K
|
263
$63.6K
|