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 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-10- 0.39% |
$1.58K - $1.9K
|
2.53K
$639K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-10- 0.55% |
$1.58K - $1.9K
|
1.82K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-10- 0.75% |
$1.58K - $1.9K
|
1.32K
$333K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-11- 0.03% |
$1.74K - $2.1K
|
40K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 0.88% |
$1.74K - $2.1K
|
1.24K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11- 9.65% |
$1.74K - $2.1K
|
103
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12- 0.93% |
$1.9K - $2.29K
|
1.28K
$323K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 1.17% |
$1.9K - $2.29K
|
1.02K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.83% |
$2.05K - $2.48K
|
1.56K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-14- 1.16% |
$2.21K - $2.67K
|
1.2K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-14- 0.01% |
$2.21K - $2.67K
|
165K
$41.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14- 7.57% |
$2.21K - $2.67K
|
171
$43.1K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.19% |
$2.21K - $2.67K
|
7.17K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-15- 53.57% |
$2.37K - $2.86K
|
13
$3.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.11% |
$2.37K - $2.86K
|
13.5K
$3.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-16- 0.39% |
$2.53K - $3.05K
|
4.1K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-16- 0.42% |
$2.53K - $3.05K
|
3.78K
$953K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-16- 0.7% |
$2.53K - $3.05K
|
2.26K
$569K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-17- 1.36% |
$2.68K - $3.24K
|
1.24K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-18- 1.22% |
$2.84K - $3.43K
|
1.46K
$368K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-19- 1.19% |
$3K - $3.62K
|
1.57K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 0.85% |
$3.16K - $3.81K
|
2.32K
$586K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-22- 2.47% |
$3.47K - $4.19K
|
869
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22- 38.6% |
$3.47K - $4.19K
|
35
$8.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-22- 6.03% |
$3.47K - $4.19K
|
343
$86.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-24- 0.26% |
$3.79K - $4.57K
|
9.33K
$2.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-25- 1.03% |
$3.95K - $4.76K
|
2.41K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-25- 0.92% |
$3.95K - $4.76K
|
2.69K
$677K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-26- 39.39% |
$4.11K - $4.95K
|
40
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-26- 1.78% |
$4.11K - $4.95K
|
1.44K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-26- 0.84% |
$4.11K - $4.95K
|
3.06K
$771K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-27- 1.49% |
$4.26K - $5.14K
|
1.78K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27- 0.68% |
$4.26K - $5.14K
|
3.92K
$989K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-28- 11.48% |
$4.42K - $5.33K
|
216
$54.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-30- 0.43% |
$4.74K - $5.71K
|
6.89K
$1.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-30- 0.64% |
$4.74K - $5.71K
|
4.65K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.37% |
$4.74K - $5.71K
|
8.04K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30Closed |
$4.74K - $5.71K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-31- 0.58% |
$4.9K - $5.91K
|
5.34K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-31- 1.06% |
$4.9K - $5.91K
|
2.9K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 2.53% |
$4.9K - $5.91K
|
1.19K
$301K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-31- 1.06% |
$4.9K - $5.91K
|
2.9K
$731K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-32- 1.13% |
$5.05K - $6.1K
|
2.79K
$704K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 5.74% |
$5.53K - $6.67K
|
575
$145K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.85% |
$5.53K - $6.67K
|
4.07K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-36- 2.7% |
$5.69K - $6.86K
|
1.3K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-36- 57.14% |
$5.69K - $6.86K
|
27
$6.81K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 81.63% |
$6.32K - $7.62K
|
9
$2.27K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-44- 1.91% |
$6.95K - $8.38K
|
2.26K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-46- 2.64% |
$7.26K - $8.76K
|
1.7K
$428K
|