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 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
884+ 5.08% |
$140K - $168K
|
18.3K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
876New |
$138K - $167K
|
876
$221K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
864+ 0.94% |
$136K - $165K
|
92.7K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
864+ 3.32% |
$136K - $165K
|
26.9K
$6.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
857+ 4.73% |
$135K - $163K
|
19K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
843+ 3.1% |
$133K - $161K
|
28.1K
$7.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
836+ 2.36% |
$132K - $159K
|
36.2K
$9.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
836+ 3.2% |
$132K - $159K
|
26.9K
$6.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
805+ 412.82% |
$127K - $153K
|
1K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
763+ 0.21% |
$120K - $145K
|
371K
$93.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
754+ 1.32% |
$119K - $144K
|
58K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
728+ 10.25% |
$115K - $139K
|
7.83K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
725+ 1.38% |
$114K - $138K
|
53.2K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
701New |
$111K - $134K
|
701
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
697+ 18.91% |
$110K - $133K
|
4.38K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
693+ 7.46% |
$109K - $132K
|
9.98K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
692+ 11.67% |
$109K - $132K
|
6.62K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
683+ 7.98% |
$108K - $130K
|
9.24K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
674+ 48.49% |
$106K - $128K
|
2.06K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
656+ 3.39% |
$104K - $125K
|
20K
$5.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
638+ 1.3% |
$101K - $122K
|
49.8K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
628+ 3.47% |
$99.2K - $120K
|
18.7K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
624+ 8.28% |
$98.5K - $119K
|
8.16K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
623+ 35.44% |
$98.4K - $119K
|
2.38K
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
618+ 13.8% |
$97.6K - $118K
|
5.1K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
616+ 25.61% |
$97.3K - $117K
|
3.02K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
614+ 20.54% |
$97K - $117K
|
3.6K
$909K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
613+ 7.17% |
$96.8K - $117K
|
9.16K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 6.39% |
$94.8K - $114K
|
9.99K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
592+ 8.61% |
$93.5K - $113K
|
7.47K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
583New |
$92.1K - $111K
|
583
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
576+ 1.34% |
$91K - $110K
|
43.6K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
566+ 6.98% |
$89.4K - $108K
|
8.68K
$2.19M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
550+ 18.31% |
$86.9K - $105K
|
3.55K
$897K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
508New |
$80.2K - $96.8K
|
508
$128K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
499New |
$78.8K - $95.1K
|
499
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
480+ 294.48% |
$75.8K - $91.4K
|
643
$162K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
476+ 34.2% |
$75.2K - $90.7K
|
1.87K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
475New |
$75K - $90.5K
|
475
$120K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
472+ 257.92% |
$74.5K - $89.9K
|
655
$165K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
469+ 287.73% |
$74.1K - $89.3K
|
632
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
463New |
$73.1K - $88.2K
|
463
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
460+ 20.11% |
$72.6K - $87.6K
|
2.75K
$693K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
456+ 47.95% |
$72K - $86.9K
|
1.41K
$355K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
452+ 4.54% |
$71.4K - $86.1K
|
10.4K
$2.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
449+ 2.08% |
$70.9K - $85.5K
|
22K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
437+ 6.14% |
$69K - $83.2K
|
7.56K
$1.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
435+ 2.91% |
$68.7K - $82.9K
|
15.4K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
432+ 11.4% |
$68.2K - $82.3K
|
4.22K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
430+ 26.94% |
$67.9K - $81.9K
|
2.03K
$511K
|