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 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
258+ 2.12% |
$41.3K - $45.1K
|
12.4K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
250+ 8.5% |
$40K - $43.7K
|
3.19K
$763K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
249+ 0.94% |
$39.8K - $43.5K
|
26.9K
$6.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
249+ 9.4% |
$39.8K - $43.5K
|
2.9K
$693K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
248+ 10.97% |
$39.7K - $43.4K
|
2.51K
$600K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
242+ 3.94% |
$38.7K - $42.3K
|
6.38K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
240+ 1.76% |
$38.4K - $42K
|
13.9K
$3.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
239+ 6.17% |
$38.2K - $41.8K
|
4.11K
$984K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
232+ 0.66% |
$37.1K - $40.6K
|
35.4K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
229+ 6.84% |
$36.6K - $40K
|
3.58K
$855K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
225+ 6.65% |
$36K - $39.3K
|
3.61K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
220+ 14.64% |
$35.2K - $38.5K
|
1.72K
$412K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
212+ 15.73% |
$33.9K - $37.1K
|
1.56K
$373K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
206New |
$32.9K - $36K
|
206
$49.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
206+ 7.38% |
$32.9K - $36K
|
3K
$717K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
201+ 162.1% |
$32.1K - $35.1K
|
325
$77.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
BUY
|
- |
198+ 11.93% |
$31.7K - $34.6K
|
1.86K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
190+ 26.76% |
$30.4K - $33.2K
|
900
$215K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
185+ 13.76% |
$29.6K - $32.4K
|
1.53K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
179+ 5.35% |
$28.6K - $31.3K
|
3.53K
$844K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
178+ 1.38% |
$28.5K - $31.1K
|
13.1K
$3.14M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177+ 118.0% |
$28.3K - $31K
|
327
$78.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
176+ 8.34% |
$28.1K - $30.8K
|
2.29K
$547K
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
175+ 13.65% |
$28K - $30.6K
|
1.46K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
174+ 1.28% |
$27.8K - $30.4K
|
13.8K
$3.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
163New |
$26.1K - $28.5K
|
163
$39K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 14.04% |
$25.6K - $28K
|
1.3K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
158New |
$25.3K - $27.6K
|
158
$37.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
156New |
$24.9K - $27.3K
|
156
$37.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
152+ 0.76% |
$24.3K - $26.6K
|
20.3K
$4.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
152+ 85.39% |
$24.3K - $26.6K
|
330
$78.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152+ 59.14% |
$24.3K - $26.6K
|
409
$97.8K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
151New |
$24.1K - $26.4K
|
151
$36.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
150+ 3.79% |
$24K - $26.2K
|
4.11K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
150New |
$24K - $26.2K
|
150
$35.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
148+ 548.15% |
$23.7K - $25.9K
|
175
$41.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
147+ 3.53% |
$23.5K - $25.7K
|
4.31K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
133+ 0.64% |
$21.3K - $23.3K
|
21K
$5.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 4.84% |
$21.1K - $23.1K
|
2.86K
$684K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
132+ 2.82% |
$21.1K - $23.1K
|
4.82K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
131+ 34.66% |
$20.9K - $22.9K
|
509
$122K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
130+ 6.0% |
$20.8K - $22.7K
|
2.3K
$549K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
130+ 5.25% |
$20.8K - $22.7K
|
2.61K
$624K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
129+ 5.2% |
$20.6K - $22.6K
|
2.61K
$624K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
126+ 9.99% |
$20.1K - $22K
|
1.39K
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
124+ 6.26% |
$19.8K - $21.7K
|
2.1K
$503K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
123+ 1.85% |
$19.7K - $21.5K
|
6.78K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
120+ 5.5% |
$19.2K - $21K
|
2.3K
$550K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
119+ 8.76% |
$19K - $20.8K
|
1.48K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
109+ 5.0% |
$17.4K - $19.1K
|
2.29K
$548K
|