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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
25+ 0.81% |
$3.95K - $4.76K
|
3.11K
$783K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
25+ 0.64% |
$3.95K - $4.76K
|
3.96K
$999K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 1250.0% |
$3.95K - $4.76K
|
27
$6.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
24+ 0.62% |
$3.79K - $4.57K
|
3.88K
$978K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
24+ 6.06% |
$3.79K - $4.57K
|
420
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
23+ 1.22% |
$3.63K - $4.38K
|
1.9K
$480K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 0.11% |
$3.47K - $4.19K
|
20.6K
$5.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
20New |
$3.16K - $3.81K
|
20
$5.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 1.3% |
$3.16K - $3.81K
|
1.56K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
18+ 1.98% |
$2.84K - $3.43K
|
928
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 0.71% |
$2.84K - $3.43K
|
2.55K
$642K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
17+ 0.49% |
$2.68K - $3.24K
|
3.46K
$872K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
16New |
$2.53K - $3.05K
|
16
$4.04K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 0.51% |
$2.37K - $2.86K
|
2.94K
$740K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.61% |
$2.21K - $2.67K
|
2.3K
$579K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14+ 0.72% |
$2.21K - $2.67K
|
1.97K
$497K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.61% |
$2.21K - $2.67K
|
2.3K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13+ 7.56% |
$2.05K - $2.48K
|
185
$46.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$3.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 16.67% |
$1.9K - $2.29K
|
84
$21.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$1.9K - $2.29K
|
12
$3.03K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
11+ 6.29% |
$1.74K - $2.1K
|
186
$46.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.76% |
$1.74K - $2.1K
|
1.46K
$367K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$1.74K - $2.1K
|
11
$2.78K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.64% |
$1.58K - $1.9K
|
1.57K
$395K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.36% |
$1.58K - $1.9K
|
2.76K
$697K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$1.58K - $1.9K
|
10
$2.52K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 90.91% |
$1.58K - $1.9K
|
21
$5.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9+ 4.5% |
$1.42K - $1.71K
|
209
$52.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$1.42K - $1.71K
|
9
$2.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 300.0% |
$1.42K - $1.71K
|
12
$3.03K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.56% |
$1.11K - $1.33K
|
1.27K
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7+ 0.16% |
$1.11K - $1.33K
|
4.32K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 2.36% |
$1.11K - $1.33K
|
304
$76.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 85.71% |
$948 - $1.14K
|
13
$3.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.18% |
$948 - $1.14K
|
515
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.46% |
$948 - $1.14K
|
1.3K
$328K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$948 - $1.14K
|
6
$1.51K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 33.33% |
$790 - $952
|
20
$5.05K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 20.83% |
$790 - $952
|
29
$7.32K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5+ 6.85% |
$790 - $952
|
78
$19.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$790 - $952
|
3K
$757K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.43% |
$632 - $762
|
931
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 7.02% |
$632 - $762
|
61
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.41% |
$632 - $762
|
971
$245K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$632 - $762
|
4
$1.01K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$474 - $571
|
1.34K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 2.91% |
$474 - $571
|
106
$26.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.41% |
$474 - $571
|
732
$185K
|