Purchases and Sales Made in Q4 2022 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q4 2022. 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 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
54+ 0.37% |
$8.47K - $10.3K
|
14.7K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
51+ 39.84% |
$8K - $9.71K
|
179
$45.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51+ 0.39% |
$8K - $9.71K
|
13.1K
$3.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
49New |
$7.69K - $9.33K
|
49
$12.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 2.05% |
$7.53K - $9.14K
|
2.39K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
48+ 1.11% |
$7.53K - $9.14K
|
4.38K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
47+ 4.23% |
$7.37K - $8.95K
|
1.16K
$292K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
45+ 109.76% |
$7.06K - $8.57K
|
86
$21.7K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
44+ 11.73% |
$6.9K - $8.38K
|
419
$106K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 186.96% |
$6.75K - $8.19K
|
66
$16.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
42+ 1.66% |
$6.59K - $8K
|
2.58K
$650K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 1.79% |
$6.28K - $7.62K
|
2.27K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
39+ 0.03% |
$6.12K - $7.43K
|
129K
$32.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 20.22% |
$5.8K - $7.05K
|
220
$55.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
36+ 0.13% |
$5.65K - $6.86K
|
27.6K
$6.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
36New |
$5.65K - $6.86K
|
36
$9.08K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
36+ 3.75% |
$5.65K - $6.86K
|
996
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
35+ 0.76% |
$5.49K - $6.67K
|
4.61K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
34+ 0.28% |
$5.33K - $6.47K
|
12K
$3.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
33New |
$5.18K - $6.28K
|
33
$8.33K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
32+ 1.76% |
$5.02K - $6.09K
|
1.85K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 9.97% |
$4.86K - $5.9K
|
342
$86.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31+ 1.53% |
$4.86K - $5.9K
|
2.06K
$520K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
31+ 2.75% |
$4.86K - $5.9K
|
1.16K
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$4.71K - $5.71K
|
30
$7.57K
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
30+ 0.08% |
$4.71K - $5.71K
|
37.3K
$9.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 1.95% |
$4.71K - $5.71K
|
1.57K
$395K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29+ 10.14% |
$4.55K - $5.52K
|
315
$79.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
29+ 0.66% |
$4.55K - $5.52K
|
4.42K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 700.0% |
$4.39K - $5.33K
|
32
$8.07K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
27+ 0.09% |
$4.24K - $5.14K
|
29.3K
$7.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26+ 1.03% |
$4.08K - $4.95K
|
2.56K
$645K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
26+ 3.57% |
$4.08K - $4.95K
|
754
$190K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 3.52% |
$4.08K - $4.95K
|
764
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
25+ 1.03% |
$3.92K - $4.76K
|
2.45K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
25+ 0.27% |
$3.92K - $4.76K
|
9.13K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
24+ 0.39% |
$3.77K - $4.57K
|
6.19K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22+ 0.6% |
$3.45K - $4.19K
|
3.7K
$933K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21+ 13.46% |
$3.29K - $4K
|
177
$44.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 5.61% |
$3.29K - $4K
|
395
$99.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.21% |
$3.29K - $4K
|
1.76K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
21+ 1.21% |
$3.29K - $4K
|
1.75K
$442K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$3.14K - $3.81K
|
20
$5.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
20+ 26.67% |
$3.14K - $3.81K
|
95
$24K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
20+ 0.19% |
$3.14K - $3.81K
|
10.5K
$2.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
18New |
$2.82K - $3.43K
|
18
$4.54K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
17+ 0.51% |
$2.67K - $3.24K
|
3.36K
$848K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
16+ 145.45% |
$2.51K - $3.05K
|
27
$6.81K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
15+ 1.0% |
$2.35K - $2.86K
|
1.52K
$383K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.51% |
$2.35K - $2.86K
|
2.96K
$748K
|