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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
16+ 0.49% |
$2.33K - $2.6K
|
3.26K
$836K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 21.43% |
$2.18K - $2.44K
|
85
$21.8K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 0.54% |
$2.18K - $2.44K
|
2.81K
$722K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
15+ 9.38% |
$2.18K - $2.44K
|
175
$45K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.46% |
$2.18K - $2.44K
|
3.26K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.31% |
$2.18K - $2.44K
|
4.83K
$1.24M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.59% |
$2.18K - $2.44K
|
2.57K
$661K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 1.01% |
$2.18K - $2.44K
|
1.49K
$384K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
14New |
$2.04K - $2.27K
|
14
$3.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
13New |
$1.89K - $2.11K
|
13
$3.34K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13New |
$1.89K - $2.11K
|
13
$3.34K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.75K - $1.95K
|
12
$3.08K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 1.65% |
$1.6K - $1.79K
|
676
$174K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
11+ 0.48% |
$1.6K - $1.79K
|
2.32K
$596K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.24% |
$1.45K - $1.62K
|
4.23K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10+ 7.41% |
$1.45K - $1.62K
|
145
$37.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10+ 0.18% |
$1.45K - $1.62K
|
5.42K
$1.39M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
10+ 0.23% |
$1.45K - $1.62K
|
4.4K
$1.13M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10New |
$1.45K - $1.62K
|
10
$2.57K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 18.75% |
$1.31K - $1.46K
|
57
$14.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
9+ 225.0% |
$1.31K - $1.46K
|
13
$3.34K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
9New |
$1.31K - $1.46K
|
9
$2.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.3% |
$1.16K - $1.3K
|
2.68K
$687K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 0.72% |
$1.16K - $1.3K
|
1.11K
$286K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8New |
$1.16K - $1.3K
|
8
$2.06K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8+ 0.1% |
$1.16K - $1.3K
|
7.95K
$2.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
7+ 0.25% |
$1.02K - $1.14K
|
2.81K
$722K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
7+ 17.07% |
$1.02K - $1.14K
|
48
$12.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.45% |
$1.02K - $1.14K
|
1.57K
$404K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.23% |
$873 - $974
|
2.62K
$674K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6+ 50.0% |
$873 - $974
|
18
$4.62K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.71% |
$873 - $974
|
846
$217K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$727 - $812
|
7.13K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.58% |
$727 - $812
|
869
$223K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.16% |
$582 - $649
|
2.45K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$582 - $649
|
4
$1.03K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4+ 0.02% |
$582 - $649
|
22K
$5.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3+ 0.16% |
$436 - $487
|
1.88K
$482K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$291 - $325
|
4.69K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.25% |
$291 - $325
|
797
$205K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.42% |
$291 - $325
|
478
$123K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$291 - $325
|
3.38K
$867K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.46% |
$291 - $325
|
439
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.01% |
$291 - $325
|
29.2K
$7.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.02% |
$291 - $325
|
9.18K
$2.36M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$145 - $162
|
1.84K
$472K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.07% |
$145 - $162
|
1.44K
$370K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$145 - $162
|
1.41K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1New |
$145 - $162
|
1
$257
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.39% |
$145 - $162
|
255
$65.5K
|