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
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.08KNew |
$170K - $206K
|
1.08K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.08KNew |
$170K - $206K
|
1.08K
$273K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.08KNew |
$170K - $206K
|
1.08K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.08KNew |
$169K - $205K
|
1.08K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.08KNew |
$169K - $205K
|
1.08K
$271K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.07KNew |
$167K - $203K
|
1.07K
$269K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.05K+ 14.59% |
$164K - $199K
|
8.21K
$2.07M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.02K+ 0.59% |
$161K - $195K
|
175K
$44.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.02K+ 13.34% |
$159K - $193K
|
8.63K
$2.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1KNew |
$158K - $191K
|
1K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
990+ 13.07% |
$155K - $189K
|
8.56K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
987+ 5.48% |
$155K - $188K
|
19K
$4.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
971+ 1.11% |
$152K - $185K
|
88.1K
$22.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
966+ 0.76% |
$152K - $184K
|
129K
$32.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
961+ 0.84% |
$151K - $183K
|
115K
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
961+ 10.25% |
$151K - $183K
|
10.3K
$2.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
930+ 10.73% |
$146K - $177K
|
9.6K
$2.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
930+ 161.46% |
$146K - $177K
|
1.51K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
927+ 27.64% |
$145K - $177K
|
4.28K
$1.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
914+ 4.08% |
$143K - $174K
|
23.3K
$5.88M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
896New |
$141K - $171K
|
896
$226K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
893+ 17.67% |
$140K - $170K
|
5.95K
$1.5M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
887+ 1.49% |
$139K - $169K
|
60.6K
$15.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
881+ 3.29% |
$138K - $168K
|
27.7K
$6.98M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
873+ 1265.22% |
$137K - $166K
|
942
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
844+ 1.41% |
$132K - $161K
|
60.6K
$15.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
835+ 12.28% |
$131K - $159K
|
7.63K
$1.93M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
825New |
$129K - $157K
|
825
$208K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
810+ 11.16% |
$127K - $154K
|
8.07K
$2.04M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
809+ 1.77% |
$127K - $154K
|
46.4K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
787+ 11.69% |
$123K - $150K
|
7.52K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
776+ 7.92% |
$122K - $148K
|
10.6K
$2.67M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
752+ 1.99% |
$118K - $143K
|
38.4K
$9.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
722+ 16.64% |
$113K - $137K
|
5.06K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
715+ 47.07% |
$112K - $136K
|
2.23K
$564K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
700+ 42.71% |
$110K - $133K
|
2.34K
$590K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
684+ 26.04% |
$107K - $130K
|
3.31K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
670+ 1.4% |
$105K - $128K
|
48.4K
$12.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
667+ 2.25% |
$105K - $127K
|
30.3K
$7.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
663+ 3.19% |
$104K - $126K
|
21.4K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
652New |
$102K - $124K
|
652
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
643+ 2.41% |
$101K - $122K
|
27.4K
$6.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
623+ 1.9% |
$97.7K - $119K
|
33.5K
$8.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
618New |
$97K - $118K
|
618
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
602+ 12.81% |
$94.4K - $115K
|
5.3K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
598New |
$93.8K - $114K
|
598
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
597New |
$93.7K - $114K
|
597
$151K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
572+ 26.63% |
$89.7K - $109K
|
2.72K
$686K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
569+ 22.88% |
$89.3K - $108K
|
3.06K
$771K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
566+ 4.22% |
$88.8K - $108K
|
14K
$3.53M
|