Purchases and Sales Made in Q4 2021 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
60New |
$8.73K - $9.74K
|
60
$15.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
60+ 3.61% |
$8.73K - $9.74K
|
1.72K
$442K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
59+ 1.81% |
$8.58K - $9.58K
|
3.32K
$853K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
59New |
$8.58K - $9.58K
|
59
$15.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 2.26% |
$8.29K - $9.26K
|
2.58K
$663K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
57+ 76.0% |
$8.29K - $9.26K
|
132
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
57+ 0.37% |
$8.29K - $9.26K
|
15.3K
$3.94M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
56+ 2.02% |
$8.15K - $9.09K
|
2.83K
$728K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
56+ 2.97% |
$8.15K - $9.09K
|
1.94K
$499K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
56+ 4.39% |
$8.15K - $9.09K
|
1.33K
$342K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54+ 2.43% |
$7.86K - $8.77K
|
2.28K
$584K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
54New |
$7.86K - $8.77K
|
54
$13.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
52+ 27.23% |
$7.56K - $8.44K
|
243
$62.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
52New |
$7.56K - $8.44K
|
52
$13.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
52+ 1.05% |
$7.56K - $8.44K
|
5K
$1.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
50+ 2.26% |
$7.27K - $8.12K
|
2.26K
$582K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
50New |
$7.27K - $8.12K
|
50
$12.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 1.14% |
$7.27K - $8.12K
|
4.43K
$1.14M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$7.27K - $8.12K
|
50
$12.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
50+ 3.7% |
$7.27K - $8.12K
|
1.4K
$360K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
48+ 0.44% |
$6.98K - $7.79K
|
10.8K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
48+ 0.74% |
$6.98K - $7.79K
|
6.49K
$1.67M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 5.26% |
$6.98K - $7.79K
|
960
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
47+ 5.16% |
$6.84K - $7.63K
|
957
$246K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
43+ 268.75% |
$6.26K - $6.98K
|
59
$15.2K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
42+ 1.04% |
$6.11K - $6.82K
|
4.08K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 3.26% |
$5.96K - $6.66K
|
1.3K
$333K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$5.82K - $6.49K
|
40
$10.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
40New |
$5.82K - $6.49K
|
40
$10.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
40+ 666.67% |
$5.82K - $6.49K
|
46
$11.8K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
40+ 16.53% |
$5.82K - $6.49K
|
282
$72.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34+ 1.91% |
$4.95K - $5.52K
|
1.81K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
31+ 0.38% |
$4.51K - $5.03K
|
8.14K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
31+ 1.69% |
$4.51K - $5.03K
|
1.86K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 2.08% |
$4.36K - $4.87K
|
1.47K
$377K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28+ 1.54% |
$4.07K - $4.55K
|
1.85K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.24% |
$4.07K - $4.55K
|
11.6K
$2.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
27+ 2.0% |
$3.93K - $4.38K
|
1.38K
$355K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
27New |
$3.93K - $4.38K
|
27
$6.94K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
27+ 1.74% |
$3.93K - $4.38K
|
1.58K
$405K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
25+ 1.05% |
$3.64K - $4.06K
|
2.4K
$617K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 4.01% |
$3.64K - $4.06K
|
648
$166K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
23+ 0.51% |
$3.35K - $3.73K
|
4.49K
$1.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.56% |
$3.35K - $3.73K
|
4.11K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 0.92% |
$3.35K - $3.73K
|
2.52K
$648K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 1.11% |
$3.2K - $3.57K
|
2K
$514K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
22+ 41.51% |
$3.2K - $3.57K
|
75
$19.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.39% |
$3.06K - $3.41K
|
5.35K
$1.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 16.81% |
$2.76K - $3.09K
|
132
$33.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16+ 0.26% |
$2.33K - $2.6K
|
6.06K
$1.56M
|