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 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.21KNew |
$191K - $230K
|
1.21K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.21KNew |
$191K - $230K
|
1.21K
$305K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$303K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.2KNew |
$190K - $229K
|
1.2K
$303K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.2KNew |
$189K - $228K
|
1.2K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.19KNew |
$188K - $227K
|
1.19K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.19KNew |
$187K - $226K
|
1.19K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.18KNew |
$187K - $225K
|
1.18K
$298K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.17KNew |
$185K - $223K
|
1.17K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.17KNew |
$185K - $223K
|
1.17K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.17KNew |
$185K - $223K
|
1.17K
$295K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$185K - $223K
|
1.17K
$295K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.17KNew |
$184K - $222K
|
1.17K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16KNew |
$184K - $222K
|
1.16K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.16K+ 1.16% |
$184K - $222K
|
101K
$25.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.15K+ 12.34% |
$182K - $220K
|
10.5K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.15K+ 76.68% |
$182K - $219K
|
2.65K
$669K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.15K+ 16.24% |
$181K - $219K
|
8.22K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.15KNew |
$181K - $218K
|
1.15K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.14K+ 3.45% |
$180K - $217K
|
34.1K
$8.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.14KNew |
$179K - $216K
|
1.14K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.13K+ 0.96% |
$179K - $216K
|
119K
$30M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.12KNew |
$177K - $214K
|
1.12K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.12K+ 16.19% |
$177K - $214K
|
8.05K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.11KNew |
$176K - $212K
|
1.11K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.1KNew |
$174K - $210K
|
1.1K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.1KNew |
$174K - $210K
|
1.1K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 1.9% |
$173K - $208K
|
58.8K
$14.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.09KNew |
$172K - $207K
|
1.09K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.09KNew |
$171K - $207K
|
1.09K
$274K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
1.09KNew |
$171K - $207K
|
1.09K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.08KNew |
$170K - $205K
|
1.08K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.07KNew |
$169K - $204K
|
1.07K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.06KNew |
$168K - $202K
|
1.06K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1.06KNew |
$167K - $202K
|
1.06K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.06KNew |
$167K - $202K
|
1.06K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.04K+ 28.99% |
$164K - $198K
|
4.61K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.02K+ 0.78% |
$161K - $195K
|
132K
$33.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1K+ 28.43% |
$158K - $191K
|
4.53K
$1.14M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
984+ 46.11% |
$155K - $187K
|
3.12K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
978+ 0.9% |
$154K - $186K
|
110K
$27.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
976+ 29.18% |
$154K - $186K
|
4.32K
$1.09M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
970+ 24.2% |
$153K - $185K
|
4.98K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
969+ 0.82% |
$153K - $185K
|
119K
$30.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
946+ 1.58% |
$149K - $180K
|
60.6K
$15.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
943+ 6.03% |
$149K - $180K
|
16.6K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
943New |
$149K - $180K
|
943
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
905+ 6.65% |
$143K - $172K
|
14.5K
$3.66M
|