Purchases and Sales Made in Q4 2023 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q4 2023. 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 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
75+ 2.17% |
$11.8K - $14.3K
|
3.54K
$868K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
74+ 3.67% |
$11.7K - $14.1K
|
2.09K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
72+ 0.7% |
$11.4K - $13.7K
|
10.4K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
71+ 0.37% |
$11.2K - $13.5K
|
19.2K
$4.71M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
69+ 3.28% |
$10.9K - $13.1K
|
2.17K
$533K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
68New |
$10.7K - $13K
|
68
$16.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
67+ 2.32% |
$10.6K - $12.8K
|
2.96K
$725K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
67+ 2.77% |
$10.6K - $12.8K
|
2.48K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
67+ 0.97% |
$10.6K - $12.8K
|
6.95K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
66+ 4.53% |
$10.4K - $12.6K
|
1.52K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
66New |
$10.4K - $12.6K
|
66
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
65+ 19.82% |
$10.3K - $12.4K
|
393
$96.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65+ 0.38% |
$10.3K - $12.4K
|
17.1K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
65+ 1.77% |
$10.3K - $12.4K
|
3.73K
$915K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
63New |
$9.95K - $12K
|
63
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
61+ 3.95% |
$9.63K - $11.6K
|
1.61K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 25.53% |
$9.48K - $11.4K
|
295
$72.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
60New |
$9.48K - $11.4K
|
60
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
59+ 2.51% |
$9.32K - $11.2K
|
2.41K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
56New |
$8.84K - $10.7K
|
56
$13.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
53+ 2.24% |
$8.37K - $10.1K
|
2.42K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
53+ 0.29% |
$8.37K - $10.1K
|
18.1K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
50+ 2.03% |
$7.9K - $9.52K
|
2.52K
$618K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
50+ 0.04% |
$7.9K - $9.52K
|
123K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
49+ 1.14% |
$7.74K - $9.33K
|
4.33K
$1.06M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
49+ 24.14% |
$7.74K - $9.33K
|
252
$61.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
48+ 3.23% |
$7.58K - $9.14K
|
1.53K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
48+ 3.09% |
$7.58K - $9.14K
|
1.6K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
42+ 2.27% |
$6.63K - $8K
|
1.9K
$465K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
39New |
$6.16K - $7.43K
|
39
$9.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
38+ 0.89% |
$6K - $7.24K
|
4.29K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
37+ 1.81% |
$5.84K - $7.05K
|
2.09K
$511K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
35+ 3.14% |
$5.53K - $6.67K
|
1.15K
$282K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
35+ 3.14% |
$5.53K - $6.67K
|
1.15K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34New |
$5.37K - $6.48K
|
34
$8.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
34New |
$5.37K - $6.48K
|
34
$8.34K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
33New |
$5.21K - $6.29K
|
33
$8.09K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
33+ 2.35% |
$5.21K - $6.29K
|
1.44K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
33New |
$5.21K - $6.29K
|
33
$8.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
33New |
$5.21K - $6.29K
|
33
$8.09K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
32+ 1.65% |
$5.05K - $6.1K
|
1.97K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31+ 1.25% |
$4.9K - $5.91K
|
2.51K
$614K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 28.97% |
$4.9K - $5.91K
|
138
$33.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
31+ 0.25% |
$4.9K - $5.91K
|
12.4K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31New |
$4.9K - $5.91K
|
31
$7.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 0.9% |
$4.74K - $5.71K
|
3.37K
$826K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30+ 50.0% |
$4.74K - $5.71K
|
90
$22.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
28+ 1.18% |
$4.42K - $5.33K
|
2.4K
$588K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27New |
$4.26K - $5.14K
|
27
$6.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
27+ 0.25% |
$4.26K - $5.14K
|
10.8K
$2.65M
|