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
|
Adviser Investments LLC
|
BUY
|
- |
1.76KNew |
$278K - $335K
|
1.76K
$432K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.75KNew |
$276K - $332K
|
1.75K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.71K+ 4.38% |
$270K - $326K
|
40.8K
$10M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.69KNew |
$267K - $322K
|
1.69K
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.68KNew |
$266K - $320K
|
1.68K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.65KNew |
$261K - $314K
|
1.65K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.65KNew |
$260K - $314K
|
1.65K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.64K+ 12.54% |
$260K - $313K
|
14.8K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
1.63K+ 61.02% |
$258K - $311K
|
4.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.63K+ 40.28% |
$257K - $310K
|
5.67K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.59KNew |
$251K - $303K
|
1.59K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.59KNew |
$250K - $302K
|
1.59K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.58KNew |
$250K - $301K
|
1.58K
$387K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.58KNew |
$249K - $301K
|
1.58K
$387K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.57KNew |
$248K - $299K
|
1.57K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.56K+ 32.85% |
$247K - $298K
|
6.32K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.56KNew |
$246K - $297K
|
1.56K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$245K - $295K
|
1.55K
$380K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52KNew |
$240K - $290K
|
1.52K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.52KNew |
$239K - $289K
|
1.52K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.51KNew |
$238K - $287K
|
1.51K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.51KNew |
$238K - $287K
|
1.51K
$369K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.51KNew |
$238K - $287K
|
1.51K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.46KNew |
$230K - $278K
|
1.46K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.46KNew |
$230K - $277K
|
1.46K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.45KNew |
$230K - $277K
|
1.45K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.45KNew |
$228K - $275K
|
1.45K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.44KNew |
$228K - $275K
|
1.44K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.42K+ 49.86% |
$225K - $271K
|
4.27K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$223K - $269K
|
1.41K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.4K+ 23.02% |
$222K - $267K
|
7.5K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$220K - $266K
|
1.39K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.35KNew |
$214K - $258K
|
1.35K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.34KNew |
$212K - $256K
|
1.34K
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.34KNew |
$212K - $256K
|
1.34K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
1.33KNew |
$210K - $253K
|
1.33K
$326K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.33KNew |
$210K - $253K
|
1.33K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.33KNew |
$209K - $252K
|
1.33K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.32KNew |
$209K - $252K
|
1.32K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.29KNew |
$203K - $245K
|
1.29K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.28K+ 33.07% |
$202K - $244K
|
5.16K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.28KNew |
$202K - $243K
|
1.28K
$313K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.27K+ 26.55% |
$200K - $241K
|
6.03K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.25K+ 27.79% |
$198K - $238K
|
5.75K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.24K+ 85.9% |
$196K - $237K
|
2.69K
$660K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24KNew |
$196K - $236K
|
1.24K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.23KNew |
$194K - $234K
|
1.23K
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.22KNew |
$193K - $233K
|
1.22K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.22K+ 17.7% |
$193K - $233K
|
8.14K
$2M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.22KNew |
$193K - $232K
|
1.22K
$299K
|