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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
276+ 1.4% |
$43.3K - $52.6K
|
20K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
267+ 18.46% |
$41.9K - $50.8K
|
1.71K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
265+ 10.71% |
$41.6K - $50.5K
|
2.74K
$662K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
255+ 7.15% |
$40K - $48.6K
|
3.82K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
254+ 12.8% |
$39.8K - $48.4K
|
2.24K
$541K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
249+ 16.79% |
$39.1K - $47.4K
|
1.73K
$419K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
248New |
$38.9K - $47.2K
|
248
$59.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
245+ 1.27% |
$38.4K - $46.7K
|
19.5K
$4.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
244+ 203.33% |
$38.3K - $46.5K
|
364
$88K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
243+ 12.15% |
$38.1K - $46.3K
|
2.24K
$542K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
242New |
$38K - $46.1K
|
242
$58.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
240+ 47.34% |
$37.7K - $45.7K
|
747
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
240+ 14.22% |
$37.7K - $45.7K
|
1.93K
$466K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
238New |
$37.3K - $45.3K
|
238
$57.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
233+ 3.93% |
$36.6K - $44.4K
|
6.16K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
229+ 4.55% |
$35.9K - $43.6K
|
5.26K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
225+ 2812.5% |
$35.3K - $42.8K
|
233
$56.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
225New |
$35.3K - $42.8K
|
225
$54.4K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
222+ 18.45% |
$34.8K - $42.3K
|
1.43K
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
214+ 3.89% |
$33.6K - $40.8K
|
5.71K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 9.77% |
$32.6K - $39.6K
|
2.34K
$565K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206New |
$32.3K - $39.2K
|
206
$49.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
205New |
$32.2K - $39K
|
205
$49.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
200+ 0.36% |
$31.4K - $38.1K
|
55.2K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198+ 8.66% |
$31.1K - $37.7K
|
2.49K
$601K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
194+ 5.64% |
$30.4K - $36.9K
|
3.63K
$878K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
192+ 1.58% |
$30.1K - $36.6K
|
12.3K
$2.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
191+ 1.67% |
$30K - $36.4K
|
11.6K
$2.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
190+ 7.86% |
$29.8K - $36.2K
|
2.61K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
186+ 15.16% |
$29.2K - $35.4K
|
1.41K
$341K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
184+ 8.31% |
$28.9K - $35K
|
2.4K
$580K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
182+ 7.56% |
$28.6K - $34.7K
|
2.59K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
169New |
$26.5K - $32.2K
|
169
$40.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
169New |
$26.5K - $32.2K
|
169
$40.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
163+ 39.95% |
$25.6K - $31K
|
571
$138K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
162+ 1.26% |
$25.4K - $30.8K
|
13K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
162+ 5.66% |
$25.4K - $30.8K
|
3.03K
$731K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
162+ 4.6% |
$25.4K - $30.8K
|
3.69K
$891K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
157+ 1.21% |
$24.6K - $29.9K
|
13.2K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
155+ 0.78% |
$24.3K - $29.5K
|
20.2K
$4.87M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
154+ 11.68% |
$24.2K - $29.3K
|
1.47K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
150+ 4.53% |
$23.5K - $28.6K
|
3.46K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
150New |
$23.5K - $28.6K
|
150
$36.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
149+ 2.57% |
$23.4K - $28.4K
|
5.95K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
149+ 3.85% |
$23.4K - $28.4K
|
4.02K
$972K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
145+ 10.29% |
$22.7K - $27.6K
|
1.55K
$376K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
143+ 20.43% |
$22.4K - $27.2K
|
843
$204K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
140+ 1.81% |
$22K - $26.7K
|
7.87K
$1.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
136+ 0.77% |
$21.3K - $25.9K
|
17.8K
$4.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
134+ 2.81% |
$21K - $25.5K
|
4.91K
$1.19M
|