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 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-21- 0.46% |
$3.29K - $4K
|
4.55K
$1.15M
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-22- 0.19% |
$3.45K - $4.19K
|
11.8K
$2.97M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-23- 0.27% |
$3.61K - $4.38K
|
8.51K
$2.15M
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-24- 0.81% |
$3.77K - $4.57K
|
2.92K
$737K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 0.88% |
$3.92K - $4.76K
|
2.82K
$710K
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.06% |
$3.92K - $4.76K
|
39.1K
$9.88M
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-25- 0.48% |
$3.92K - $4.76K
|
5.22K
$1.32M
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 3.01% |
$4.71K - $5.71K
|
968
$244K
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-30- 1.63% |
$4.71K - $5.71K
|
1.81K
$456K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-31- 1.56% |
$4.86K - $5.9K
|
1.96K
$494K
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.35% |
$4.86K - $5.9K
|
8.87K
$2.24M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31- 1.1% |
$4.86K - $5.9K
|
2.8K
$705K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 1.12% |
$4.86K - $5.9K
|
2.75K
$694K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-32- 0.31% |
$5.02K - $6.09K
|
10.3K
$2.59M
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-32- 2.4% |
$5.02K - $6.09K
|
1.3K
$329K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33- 55.0% |
$5.18K - $6.28K
|
27
$6.81K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-34- 0.66% |
$5.33K - $6.47K
|
5.12K
$1.29M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-35- 6.76% |
$5.49K - $6.67K
|
483
$122K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-35- 2.06% |
$5.49K - $6.67K
|
1.67K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-36- 1.59% |
$5.65K - $6.86K
|
2.22K
$561K
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-38- 1.46% |
$5.96K - $7.24K
|
2.57K
$648K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-39- 1.88% |
$6.12K - $7.43K
|
2.04K
$513K
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 0.19% |
$6.28K - $7.62K
|
20.8K
$5.25M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-40- 2.77% |
$6.28K - $7.62K
|
1.41K
$354K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-41- 1.86% |
$6.43K - $7.81K
|
2.17K
$547K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-43- 9.0% |
$6.75K - $8.19K
|
435
$110K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-43- 3.82% |
$6.75K - $8.19K
|
1.08K
$273K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-45- 2.39% |
$7.06K - $8.57K
|
1.84K
$464K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-45- 25.86% |
$7.06K - $8.57K
|
129
$32.5K
|
|
Feb 01, 2023
Q4 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-47- 1.42% |
$7.37K - $8.95K
|
3.26K
$823K
|
|
Feb 03, 2023
Q4 2022
|
Palmer Knight CO
|
SELL
|
- |
-48- 0.13% |
$7.53K - $9.14K
|
37.8K
$9.54M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 8.33% |
$7.84K - $9.52K
|
550
$139K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-50- 3.24% |
$7.84K - $9.52K
|
1.49K
$377K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-50- 0.98% |
$7.84K - $9.52K
|
5.06K
$1.28M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-52- 2.29% |
$8.16K - $9.9K
|
2.22K
$559K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-52- 3.24% |
$8.16K - $9.9K
|
1.55K
$392K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 2.21% |
$8.31K - $10.1K
|
2.34K
$591K
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-53- 3.06% |
$8.31K - $10.1K
|
1.68K
$423K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-53- 40.77% |
$8.31K - $10.1K
|
77
$19.4K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-56- 3.5% |
$8.79K - $10.7K
|
1.54K
$389K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-56- 1.55% |
$8.79K - $10.7K
|
3.57K
$900K
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-57- 1.52% |
$8.94K - $10.9K
|
3.7K
$934K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-57- 0.23% |
$8.94K - $10.9K
|
24.9K
$6.28M
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-59- 2.82% |
$9.26K - $11.2K
|
2.04K
$513K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-59- 3.44% |
$9.26K - $11.2K
|
1.66K
$418K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-61- 6.68% |
$9.57K - $11.6K
|
852
$215K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-61- 1.29% |
$9.57K - $11.6K
|
4.66K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-61- 96.83% |
$9.57K - $11.6K
|
2
$505
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-62- 3.52% |
$9.73K - $11.8K
|
1.7K
$429K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-64- 3.7% |
$10K - $12.2K
|
1.67K
$420K
|