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 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.14K+ 0.34% |
$336K - $408K
|
626K
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$335K - $407K
|
2.14K
$539K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.13K+ 3.6% |
$335K - $406K
|
61.4K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.13KNew |
$334K - $405K
|
2.13K
$537K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.1KNew |
$330K - $400K
|
2.1K
$531K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.1K+ 9.07% |
$329K - $399K
|
25.2K
$6.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.07KNew |
$324K - $393K
|
2.07K
$521K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 90.41% |
$306K - $372K
|
4.11K
$1.04M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 0.42% |
$294K - $356K
|
445K
$112M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.86KNew |
$292K - $354K
|
1.86K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.75K+ 7.4% |
$275K - $333K
|
25.4K
$6.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.75K+ 4.9% |
$274K - $332K
|
37.3K
$9.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.74KNew |
$273K - $331K
|
1.74K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.74KNew |
$273K - $331K
|
1.74K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.67KNew |
$262K - $318K
|
1.67K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$259K - $315K
|
1.65K
$417K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
1.65KNew |
$259K - $314K
|
1.65K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.65K+ 71.47% |
$259K - $314K
|
3.96K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62K+ 13.23% |
$254K - $309K
|
13.9K
$3.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.62K+ 4.13% |
$254K - $309K
|
40.9K
$10.3M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.6KNew |
$251K - $305K
|
1.6K
$404K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.59KNew |
$249K - $302K
|
1.59K
$401K
|
|
|
Jan 24, 2023
Q4 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.58KNew |
$247K - $300K
|
1.58K
$398K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.58K+ 347.68% |
$247K - $300K
|
2.03K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$247K - $300K
|
1.57K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.55K+ 9.08% |
$243K - $295K
|
18.6K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.55KNew |
$243K - $295K
|
1.55K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.54K+ 0.72% |
$242K - $294K
|
217K
$54.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.52K+ 11.45% |
$238K - $289K
|
14.8K
$3.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
1.52KNew |
$238K - $289K
|
1.52K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.52KNew |
$238K - $289K
|
1.52K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.52KNew |
$238K - $289K
|
1.52K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.5K+ 113.26% |
$236K - $286K
|
2.83K
$714K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.48K+ 8.4% |
$232K - $282K
|
19.1K
$4.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.45KNew |
$227K - $276K
|
1.45K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.43KNew |
$225K - $273K
|
1.43K
$361K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.42K+ 16.46% |
$223K - $271K
|
10.1K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.41K+ 9.5% |
$221K - $268K
|
16.2K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.39K+ 3.35% |
$219K - $265K
|
43K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$215K - $261K
|
1.37K
$346K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.37KNew |
$215K - $261K
|
1.37K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$213K - $258K
|
1.36K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.35KNew |
$212K - $257K
|
1.35K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.34KNew |
$210K - $255K
|
1.34K
$338K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.33K+ 0.72% |
$208K - $253K
|
186K
$46.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.33KNew |
$208K - $252K
|
1.33K
$334K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.3KNew |
$204K - $248K
|
1.3K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
BUY
|
- |
1.3KNew |
$204K - $248K
|
1.3K
$328K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$202K - $246K
|
1.29K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.29KNew |
$202K - $246K
|
1.29K
$325K
|