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 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$314 - $381
|
585
$148K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.45% |
$314 - $381
|
448
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.09% |
$314 - $381
|
2.23K
$562K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$157 - $190
|
1.84K
$464K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$157 - $190
|
206
$52K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.03% |
$157 - $190
|
3.45K
$870K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.07% |
$157 - $190
|
1.49K
$375K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.81% |
$157 - $190
|
124
$31.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$157 - $190
|
323
$81.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.06% |
$157 - $190
|
1.57K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1New |
$157 - $190
|
1
$252
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$157 - $190
|
2.25K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.18% |
$157 - $190
|
565
$143K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$157 - $190
|
2.62K
$661K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 4.76% |
$314 - $381
|
40
$10.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2- 0.13% |
$314 - $381
|
1.57K
$395K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 1.14% |
$314 - $381
|
174
$43.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2- 0.07% |
$314 - $381
|
2.69K
$678K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2- 0.21% |
$314 - $381
|
938
$237K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5- 0.26% |
$784 - $952
|
1.94K
$489K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.15% |
$784 - $952
|
3.32K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$784 - $952
|
6.79K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6- 0.25% |
$941 - $1.14K
|
2.35K
$592K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6- 0.11% |
$941 - $1.14K
|
5.46K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7- 0.27% |
$1.1K - $1.33K
|
2.57K
$649K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8- 4.19% |
$1.26K - $1.52K
|
183
$46.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 3.13% |
$1.41K - $1.71K
|
279
$70.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9- 0.53% |
$1.41K - $1.71K
|
1.71K
$430K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-9- 0.36% |
$1.41K - $1.71K
|
2.47K
$623K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-10- 13.16% |
$1.57K - $1.9K
|
66
$16.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-10- 6.67% |
$1.57K - $1.9K
|
140
$35.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-11- 0.76% |
$1.73K - $2.09K
|
1.44K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-11- 0.04% |
$1.73K - $2.09K
|
28.6K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 5.0% |
$1.73K - $2.09K
|
209
$52.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-12- 0.42% |
$1.88K - $2.29K
|
2.85K
$718K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-14- 0.71% |
$2.2K - $2.67K
|
1.95K
$493K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14- 0.2% |
$2.2K - $2.67K
|
7.14K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-14- 8.54% |
$2.2K - $2.67K
|
150
$37.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-15- 2.09% |
$2.35K - $2.86K
|
701
$177K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-15- 0.19% |
$2.35K - $2.86K
|
8.02K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-15- 0.15% |
$2.35K - $2.86K
|
9.71K
$2.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-16- 0.23% |
$2.51K - $3.05K
|
6.82K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-18- 1.11% |
$2.82K - $3.43K
|
1.61K
$405K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-19- 0.52% |
$2.98K - $3.62K
|
3.65K
$920K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-19- 1.19% |
$2.98K - $3.62K
|
1.58K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.56% |
$2.98K - $3.62K
|
3.38K
$852K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20- 0.99% |
$3.14K - $3.81K
|
2K
$505K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 2.7% |
$3.14K - $3.81K
|
720
$182K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 1.73% |
$3.29K - $4K
|
1.2K
$301K
|