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 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
561+ 20.48% |
$88K - $107K
|
3.3K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
544New |
$85.3K - $104K
|
544
$130K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
540+ 4.9% |
$84.7K - $103K
|
11.6K
$2.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
523+ 8.96% |
$82K - $99.6K
|
6.36K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
518+ 6.82% |
$81.3K - $98.6K
|
8.11K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
504+ 13.71% |
$79.1K - $96K
|
4.18K
$999K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
502+ 2.74% |
$78.8K - $95.6K
|
18.8K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$78.4K - $95.2K
|
500
$120K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
490+ 1.88% |
$76.9K - $93.3K
|
26.5K
$6.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
482+ 26.41% |
$75.6K - $91.8K
|
2.31K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
482+ 0.12% |
$75.6K - $91.8K
|
408K
$97.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
478+ 29.8% |
$75K - $91K
|
2.08K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
476+ 3.38% |
$74.7K - $90.6K
|
14.6K
$3.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
466+ 2.66% |
$73.1K - $88.7K
|
18K
$4.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
463+ 17.52% |
$72.6K - $88.2K
|
3.11K
$743K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
448+ 7.39% |
$70.3K - $85.3K
|
6.51K
$1.56M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
445+ 6.22% |
$69.8K - $84.7K
|
7.6K
$1.82M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
443New |
$69.5K - $84.4K
|
443
$106K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
439+ 46.26% |
$68.9K - $83.6K
|
1.39K
$332K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
438+ 4.44% |
$68.7K - $83.4K
|
10.3K
$2.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
435New |
$68.2K - $82.8K
|
435
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
426+ 30.26% |
$66.8K - $81.1K
|
1.83K
$439K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
423+ 6.02% |
$66.4K - $80.6K
|
7.45K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
415+ 15.0% |
$65.1K - $79K
|
3.18K
$761K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
409+ 18.66% |
$64.2K - $77.9K
|
2.6K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
406+ 4.3% |
$63.7K - $77.3K
|
9.86K
$2.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
401+ 2.76% |
$62.9K - $76.4K
|
15K
$3.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
399+ 1.64% |
$62.6K - $76K
|
24.7K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
398+ 27.45% |
$62.4K - $75.8K
|
1.85K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
393New |
$61.7K - $74.8K
|
393
$94K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
382+ 3.88% |
$59.9K - $72.7K
|
10.2K
$2.45M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
379+ 11.37% |
$59.5K - $72.2K
|
3.71K
$888K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
374+ 1.63% |
$58.7K - $71.2K
|
23.3K
$5.58M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
367New |
$57.6K - $69.9K
|
367
$87.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
361New |
$56.6K - $68.7K
|
361
$86.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
359+ 5.5% |
$56.3K - $68.4K
|
6.89K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
349+ 1.94% |
$54.8K - $66.5K
|
18.4K
$4.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
346+ 6.04% |
$54.3K - $65.9K
|
6.07K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
340New |
$53.3K - $64.7K
|
340
$81.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
333+ 10.79% |
$52.2K - $63.4K
|
3.42K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
325+ 7.23% |
$51K - $61.9K
|
4.82K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
310+ 1.38% |
$48.6K - $59K
|
22.7K
$5.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
308+ 22.68% |
$48.3K - $58.7K
|
1.67K
$398K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
304+ 1.57% |
$47.7K - $57.9K
|
19.7K
$4.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
300+ 1.81% |
$47.1K - $57.1K
|
16.8K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
298+ 13.06% |
$46.8K - $56.7K
|
2.58K
$617K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
292+ 22.94% |
$45.8K - $55.6K
|
1.57K
$374K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
285+ 0.71% |
$44.7K - $54.3K
|
40.2K
$9.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
277+ 26.26% |
$43.5K - $52.7K
|
1.33K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
277+ 20.43% |
$43.5K - $52.7K
|
1.63K
$391K
|