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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 0.11% |
$2.2K - $2.67K
|
12.8K
$3.24M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14New |
$2.2K - $2.67K
|
14
$3.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$2.2K - $2.67K
|
14
$3.53K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.63% |
$2.2K - $2.67K
|
2.25K
$566K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 0.8% |
$2.04K - $2.48K
|
1.65K
$416K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 0.46% |
$2.04K - $2.48K
|
2.87K
$724K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
11+ 0.33% |
$1.73K - $2.09K
|
3.31K
$836K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.37% |
$1.73K - $2.09K
|
2.98K
$751K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$1.57K - $1.9K
|
7.24K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.69% |
$1.57K - $1.9K
|
1.46K
$368K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.25% |
$1.57K - $1.9K
|
3.94K
$993K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
10+ 0.12% |
$1.57K - $1.9K
|
8.57K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.36% |
$1.57K - $1.9K
|
2.79K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.43% |
$1.57K - $1.9K
|
2.34K
$589K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 22.5% |
$1.41K - $1.71K
|
49
$12.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
9+ 0.33% |
$1.41K - $1.71K
|
2.7K
$682K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9New |
$1.41K - $1.71K
|
9
$2.27K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
9New |
$1.41K - $1.71K
|
9
$2.27K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9+ 0.13% |
$1.41K - $1.71K
|
6.79K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
9+ 3.27% |
$1.41K - $1.71K
|
284
$71.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8New |
$1.26K - $1.52K
|
8
$2.02K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.54% |
$1.26K - $1.52K
|
1.48K
$373K
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
8+ 0.09% |
$1.26K - $1.52K
|
9.07K
$2.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7+ 0.09% |
$1.1K - $1.33K
|
8.03K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
7+ 0.5% |
$1.1K - $1.33K
|
1.39K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$1.1K - $1.33K
|
7
$1.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$1.1K - $1.33K
|
5.49K
$1.38M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6+ 0.25% |
$941 - $1.14K
|
2.41K
$609K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 22.22% |
$941 - $1.14K
|
33
$8.33K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.16% |
$941 - $1.14K
|
3.76K
$949K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$941 - $1.14K
|
1.57K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.05% |
$941 - $1.14K
|
12.3K
$3.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 50.0% |
$941 - $1.14K
|
18
$4.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.86% |
$941 - $1.14K
|
707
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.38% |
$941 - $1.14K
|
1.57K
$396K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 0.51% |
$784 - $952
|
990
$250K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$628 - $762
|
2.01K
$508K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.75% |
$628 - $762
|
537
$135K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$628 - $762
|
2.54K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
4+ 0.02% |
$628 - $762
|
17.2K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
4+ 0.26% |
$628 - $762
|
1.53K
$385K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.2% |
$471 - $571
|
1.47K
$372K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3+ 0.14% |
$471 - $571
|
2.13K
$536K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3New |
$471 - $571
|
3
$757
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$471 - $571
|
3
$757
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3+ 0.06% |
$471 - $571
|
4.8K
$1.21M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$471 - $571
|
3
$757
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$471 - $571
|
3
$757
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 3.03% |
$314 - $381
|
68
$17.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.77% |
$314 - $381
|
261
$65.8K
|