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 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
106+ 14.25% |
$16.9K - $18.5K
|
850
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
101+ 2.82% |
$16.1K - $17.7K
|
3.69K
$891K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 100.0% |
$16K - $17.5K
|
200
$48.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
100+ 2.42% |
$16K - $17.5K
|
4.23K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$16K - $17.5K
|
39.7K
$9.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
100+ 5.36% |
$16K - $17.5K
|
1.97K
$475K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$16K - $17.5K
|
100
$24.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
91New |
$14.5K - $15.9K
|
91
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
91+ 0.04% |
$14.5K - $15.9K
|
241K
$58.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
91+ 0.61% |
$14.5K - $15.9K
|
14.9K
$3.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$14.4K - $15.7K
|
90
$21.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
90+ 1.32% |
$14.4K - $15.7K
|
6.92K
$1.67M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
84+ 0.57% |
$13.4K - $14.7K
|
14.9K
$3.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
83+ 2.18% |
$13.3K - $14.5K
|
3.89K
$939K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
79+ 0.5% |
$12.6K - $13.8K
|
15.9K
$3.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
76+ 7.32% |
$12.2K - $13.3K
|
1.11K
$269K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
76+ 5.95% |
$12.2K - $13.3K
|
1.35K
$327K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
76+ 7.32% |
$12.2K - $13.3K
|
1.11K
$269K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
74+ 2.07% |
$11.8K - $12.9K
|
3.65K
$881K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
74+ 0.08% |
$11.8K - $12.9K
|
96.6K
$23.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
73+ 4.9% |
$11.7K - $12.8K
|
1.56K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
73+ 0.78% |
$11.7K - $12.8K
|
9.37K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
73+ 0.06% |
$11.7K - $12.8K
|
118K
$28.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
70+ 1.14% |
$11.2K - $12.2K
|
6.22K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
58+ 1.52% |
$9.27K - $10.1K
|
3.88K
$937K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
56+ 0.99% |
$8.95K - $9.79K
|
5.72K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
55+ 1.57% |
$8.79K - $9.62K
|
3.56K
$861K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
54+ 0.44% |
$8.63K - $9.44K
|
12.3K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
54+ 0.43% |
$8.63K - $9.44K
|
12.5K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
54New |
$8.63K - $9.44K
|
54
$13.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
53+ 135.9% |
$8.47K - $9.27K
|
92
$22.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
52+ 1.58% |
$8.31K - $9.09K
|
3.35K
$808K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
51+ 15.36% |
$8.15K - $8.92K
|
383
$92.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
49+ 3.61% |
$7.83K - $8.57K
|
1.41K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
49+ 3.46% |
$7.83K - $8.57K
|
1.46K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
48+ 0.9% |
$7.67K - $8.39K
|
5.37K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
46+ 2.71% |
$7.35K - $8.04K
|
1.74K
$421K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
45+ 1.94% |
$7.2K - $7.87K
|
2.37K
$573K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
44+ 1.45% |
$7.04K - $7.69K
|
3.08K
$745K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
44+ 2.36% |
$7.04K - $7.69K
|
1.91K
$460K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
44+ 0.72% |
$7.04K - $7.69K
|
6.16K
$1.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43+ 1075.0% |
$6.88K - $7.52K
|
47
$11.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
42+ 5.99% |
$6.72K - $7.34K
|
743
$180K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
42+ 23.86% |
$6.72K - $7.34K
|
218
$52.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40+ 1.47% |
$6.4K - $6.99K
|
2.76K
$668K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
39+ 0.52% |
$6.24K - $6.82K
|
7.5K
$1.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
39New |
$6.24K - $6.82K
|
39
$9.43K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
37+ 142.31% |
$5.92K - $6.47K
|
63
$15.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
36+ 2.41% |
$5.76K - $6.3K
|
1.53K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36+ 1.81% |
$5.76K - $6.3K
|
2.03K
$491K
|