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 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.2% |
$145 - $162
|
504
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$145 - $162
|
539
$138K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.25% |
$145 - $162
|
394
$101K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$145 - $162
|
1.54K
$395K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.52% |
$145 - $162
|
65
$16.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.56% |
$145 - $162
|
179
$46K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- 0.14% |
$291 - $325
|
1.48K
$379K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.09% |
$291 - $325
|
2.31K
$592K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$291 - $325
|
5.82K
$1.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.3% |
$291 - $325
|
668
$172K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-3- 0.13% |
$436 - $487
|
2.35K
$602K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$582 - $649
|
19.4K
$4.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-6- 0.11% |
$873 - $974
|
5.54K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-7- 0.14% |
$1.02K - $1.14K
|
4.82K
$1.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-9- 69.23% |
$1.31K - $1.46K
|
4
$1.03K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 0.41% |
$1.31K - $1.46K
|
2.19K
$563K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.03% |
$1.31K - $1.46K
|
31.8K
$8.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-10- 0.38% |
$1.45K - $1.62K
|
2.65K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 3.29% |
$1.45K - $1.62K
|
294
$75.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11- 8.94% |
$1.6K - $1.79K
|
112
$28.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-11- 0.51% |
$1.6K - $1.79K
|
2.16K
$555K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-13- 44.83% |
$1.89K - $2.11K
|
16
$4.11K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-14- 0.42% |
$2.04K - $2.27K
|
3.32K
$853K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-14- 0.19% |
$2.04K - $2.27K
|
7.53K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-15- 30.61% |
$2.18K - $2.44K
|
34
$8.73K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16- 0.62% |
$2.33K - $2.6K
|
2.56K
$659K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16- 34.78% |
$2.33K - $2.6K
|
30
$7.71K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-17- 0.47% |
$2.47K - $2.76K
|
3.56K
$915K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-17- 0.68% |
$2.47K - $2.76K
|
2.48K
$636K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-17Closed |
$2.47K - $2.76K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-19- 0.33% |
$2.76K - $3.09K
|
5.75K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-19- 1.53% |
$2.76K - $3.09K
|
1.23K
$315K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-20- 1.17% |
$2.91K - $3.25K
|
1.69K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20- 0.21% |
$2.91K - $3.25K
|
9.35K
$2.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-20- 0.27% |
$2.91K - $3.25K
|
7.46K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20- 1.38% |
$2.91K - $3.25K
|
1.43K
$366K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-22- 1.51% |
$3.2K - $3.57K
|
1.44K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-22- 11.4% |
$3.2K - $3.57K
|
171
$43.9K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-22Closed |
$3.2K - $3.57K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-23- 0.31% |
$3.35K - $3.73K
|
7.39K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-24Closed |
$3.49K - $3.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 1.74% |
$3.64K - $4.06K
|
1.41K
$363K
|
|
|
Jan 19, 2022
Q4 2021
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 1.67% |
$3.64K - $4.06K
|
1.48K
$379K
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-25- 0.54% |
$3.64K - $4.06K
|
4.6K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-26- 0.93% |
$3.78K - $4.22K
|
2.78K
$714K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-28- 0.75% |
$4.07K - $4.55K
|
3.69K
$949K
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-30- 0.19% |
$4.36K - $4.87K
|
15.8K
$4.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.35% |
$4.36K - $4.87K
|
2.2K
$564K
|