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 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-36- 57.14% |
$5.69K - $6.86K
|
27
$6.62K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 81.63% |
$6.32K - $7.62K
|
9
$2.21K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-44- 1.91% |
$6.95K - $8.38K
|
2.26K
$555K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-46- 2.64% |
$7.26K - $8.76K
|
1.7K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-46- 17.23% |
$7.26K - $8.76K
|
221
$54.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-46- 1.73% |
$7.26K - $8.76K
|
2.61K
$639K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-47- 3.17% |
$7.42K - $8.95K
|
1.43K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-47- 0.2% |
$7.42K - $8.95K
|
23.1K
$5.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-48- 2.46% |
$7.58K - $9.14K
|
1.91K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-48- 3.73% |
$7.58K - $9.14K
|
1.24K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-50- 1.84% |
$7.9K - $9.52K
|
2.67K
$655K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-50- 0.04% |
$7.9K - $9.52K
|
114K
$27.9M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-50- 7.35% |
$7.9K - $9.52K
|
630
$154K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52- 0.61% |
$8.21K - $9.91K
|
8.45K
$2.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-54- 0.48% |
$8.53K - $10.3K
|
11.3K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-54- 2.29% |
$8.53K - $10.3K
|
2.3K
$564K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-55- 0.89% |
$8.69K - $10.5K
|
6.11K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-56- 1.53% |
$8.84K - $10.7K
|
3.6K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57- 0.04% |
$9K - $10.9K
|
148K
$36.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-57- 0.56% |
$9K - $10.9K
|
10.2K
$2.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-58- 3.97% |
$9.16K - $11K
|
1.4K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-58- 1.35% |
$9.16K - $11K
|
4.24K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-59- 6.56% |
$9.32K - $11.2K
|
841
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-60Closed |
$9.48K - $11.4K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-64- 1.47% |
$10.1K - $12.2K
|
4.29K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-66- 1.32% |
$10.4K - $12.6K
|
4.95K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-67- 1.67% |
$10.6K - $12.8K
|
3.95K
$968K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-69- 26.24% |
$10.9K - $13.1K
|
194
$47.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-72- 4.73% |
$11.4K - $13.7K
|
1.45K
$356K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-72- 3.79% |
$11.4K - $13.7K
|
1.83K
$448K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-74- 4.3% |
$11.7K - $14.1K
|
1.65K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-75- 1.57% |
$11.8K - $14.3K
|
4.7K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-77- 2.48% |
$12.2K - $14.7K
|
3.02K
$741K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-79- 1.22% |
$12.5K - $15K
|
6.38K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-81- 2.35% |
$12.8K - $15.4K
|
3.36K
$824K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-82- 5.1% |
$12.9K - $15.6K
|
1.53K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-83- 0.5% |
$13.1K - $15.8K
|
16.5K
$4.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-83- 6.38% |
$13.1K - $15.8K
|
1.22K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-83- 2.28% |
$13.1K - $15.8K
|
3.56K
$874K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-84- 1.17% |
$13.3K - $16K
|
7.07K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-85- 1.97% |
$13.4K - $16.2K
|
4.22K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-85- 10.07% |
$13.4K - $16.2K
|
759
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-86- 6.43% |
$13.6K - $16.4K
|
1.25K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-89- 4.05% |
$14.1K - $17K
|
2.11K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-92- 3.15% |
$14.5K - $17.5K
|
2.83K
$693K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-93- 3.3% |
$14.7K - $17.7K
|
2.73K
$669K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-95- 3.09% |
$15K - $18.1K
|
2.98K
$731K
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-100- 3.62% |
$15.8K - $19K
|
2.67K
$653K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.49% |
$15.8K - $19K
|
20.5K
$5.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 0.33% |
$15.8K - $19K
|
30.5K
$7.48M
|