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 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
1.29KNew |
$202K - $245K
|
1.29K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.29KNew |
$202K - $245K
|
1.29K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.28K+ 4.31% |
$200K - $243K
|
30.9K
$7.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.26KNew |
$198K - $240K
|
1.26K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.26KNew |
$197K - $239K
|
1.26K
$303K
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$196K - $238K
|
1.25K
$303K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1.25KNew |
$196K - $238K
|
1.25K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.24KNew |
$195K - $236K
|
1.24K
$300K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1.24KNew |
$194K - $235K
|
1.24K
$299K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.23KNew |
$193K - $234K
|
1.23K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.23KNew |
$192K - $234K
|
1.23K
$297K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.22KNew |
$191K - $232K
|
1.22K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.22KNew |
$191K - $232K
|
1.22K
$295K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$191K - $231K
|
1.22K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.22KNew |
$191K - $231K
|
1.22K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1.21KNew |
$190K - $231K
|
1.21K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.21KNew |
$190K - $230K
|
1.21K
$292K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
1.21KNew |
$190K - $230K
|
1.21K
$292K
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
1.2KNew |
$188K - $229K
|
1.2K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$188K - $229K
|
1.2K
$290K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.2KNew |
$188K - $229K
|
1.2K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.2KNew |
$188K - $228K
|
1.2K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.2KNew |
$188K - $228K
|
1.2K
$289K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.19KNew |
$187K - $227K
|
1.19K
$288K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.18KNew |
$185K - $225K
|
1.18K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
1.17KNew |
$184K - $223K
|
1.17K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17KNew |
$184K - $223K
|
1.17K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.17KNew |
$183K - $222K
|
1.17K
$282K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$183K - $222K
|
1.16K
$281K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.16KNew |
$182K - $221K
|
1.16K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$182K - $220K
|
1.16K
$280K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.15K+ 39.87% |
$181K - $220K
|
4.05K
$978K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.15KNew |
$181K - $220K
|
1.15K
$279K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.15KNew |
$180K - $219K
|
1.15K
$278K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$180K - $218K
|
1.15K
$277K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.14KNew |
$179K - $218K
|
1.14K
$276K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 23.03% |
$178K - $216K
|
6.06K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.13KNew |
$178K - $216K
|
1.13K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.13KNew |
$177K - $215K
|
1.13K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.12K+ 43.21% |
$176K - $214K
|
3.72K
$900K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 4.11% |
$175K - $213K
|
28.3K
$6.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.11KNew |
$175K - $212K
|
1.11K
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.11KNew |
$175K - $212K
|
1.11K
$269K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.1KNew |
$173K - $209K
|
1.1K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1.1KNew |
$173K - $209K
|
1.1K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.1KNew |
$172K - $209K
|
1.1K
$265K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.09KNew |
$171K - $208K
|
1.09K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.09KNew |
$171K - $207K
|
1.09K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.09KNew |
$170K - $207K
|
1.09K
$262K
|