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 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
216New |
$34.1K - $41.1K
|
216
$54.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
212+ 8.45% |
$33.5K - $40.4K
|
2.72K
$686K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
211+ 3.54% |
$33.3K - $40.2K
|
6.18K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
210+ 1.51% |
$33.2K - $40K
|
14.1K
$3.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
208New |
$32.8K - $39.6K
|
208
$52.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
207+ 16.24% |
$32.7K - $39.4K
|
1.48K
$374K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
206+ 0.0% |
$32.5K - $39.2K
|
21.7M
$5.47B
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
205New |
$32.4K - $39.1K
|
205
$51.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
203+ 2.51% |
$32.1K - $38.7K
|
8.3K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
203+ 2.9% |
$32.1K - $38.7K
|
7.19K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
203+ 0.52% |
$32.1K - $38.7K
|
39.5K
$9.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
201+ 6.35% |
$31.7K - $38.3K
|
3.37K
$849K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
196+ 5.88% |
$31K - $37.3K
|
3.53K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
196+ 1.88% |
$31K - $37.3K
|
10.6K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
189+ 726.92% |
$29.8K - $36K
|
215
$54.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
181+ 8.49% |
$28.6K - $34.5K
|
2.31K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
181+ 10.22% |
$28.6K - $34.5K
|
1.95K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
179+ 7.31% |
$28.3K - $34.1K
|
2.63K
$663K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
178+ 14.48% |
$28.1K - $33.9K
|
1.41K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
173+ 2.28% |
$27.3K - $33K
|
7.76K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
171New |
$27K - $32.6K
|
171
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167+ 8.23% |
$26.4K - $31.8K
|
2.2K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
166New |
$26.2K - $31.6K
|
166
$41.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
165+ 10.19% |
$26.1K - $31.4K
|
1.78K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
165+ 2.0% |
$26.1K - $31.4K
|
8.4K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
164+ 1.58% |
$25.9K - $31.2K
|
10.6K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
160+ 8.4% |
$25.3K - $30.5K
|
2.07K
$521K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
158+ 4.85% |
$25K - $30.1K
|
3.41K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
158New |
$25K - $30.1K
|
158
$39.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
157+ 7.34% |
$24.8K - $29.9K
|
2.3K
$579K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
156+ 5.04% |
$24.6K - $29.7K
|
3.25K
$820K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
155+ 2.95% |
$24.5K - $29.5K
|
5.42K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
151+ 2.23% |
$23.8K - $28.8K
|
6.93K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
151+ 5.43% |
$23.8K - $28.8K
|
2.93K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
150+ 5.59% |
$23.7K - $28.6K
|
2.83K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
149+ 10.01% |
$23.5K - $28.4K
|
1.64K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
149+ 1.19% |
$23.5K - $28.4K
|
12.6K
$3.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
148+ 0.92% |
$23.4K - $28.2K
|
16.3K
$4.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
146+ 0.69% |
$23.1K - $27.8K
|
21.5K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
146+ 0.37% |
$23.1K - $27.8K
|
40K
$10.1M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
142New |
$22.4K - $27K
|
142
$35.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
141+ 0.8% |
$22.3K - $26.9K
|
17.9K
$4.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
139+ 42.12% |
$22K - $26.5K
|
469
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
139+ 38.61% |
$22K - $26.5K
|
499
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
138+ 1.73% |
$21.8K - $26.3K
|
8.14K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
137+ 8.35% |
$21.6K - $26.1K
|
1.78K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
135+ 3.95% |
$21.3K - $25.7K
|
3.56K
$897K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
133+ 2.11% |
$21K - $25.3K
|
6.44K
$1.62M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
128+ 0.99% |
$20.2K - $24.4K
|
13K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
125+ 3.27% |
$19.7K - $23.8K
|
3.95K
$997K
|