Purchases and Sales Made in Q2 2022 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
61+ 11.13% |
$9.75K - $11.3K
|
609
$147K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
61+ 3.09% |
$9.75K - $11.3K
|
2.04K
$492K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
61+ 1.69% |
$9.75K - $11.3K
|
3.66K
$885K
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
61+ 3.02% |
$9.75K - $11.3K
|
2.08K
$502K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 4.87% |
$9.59K - $11.1K
|
1.29K
$312K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59+ 1.35% |
$9.43K - $11K
|
4.44K
$1.07M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
59+ 2.34% |
$9.43K - $11K
|
2.58K
$623K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
58+ 0.69% |
$9.27K - $10.8K
|
8.53K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
56+ 4.22% |
$8.95K - $10.4K
|
1.38K
$334K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
55+ 3.56% |
$8.79K - $10.2K
|
1.6K
$386K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
54New |
$8.63K - $10K
|
54
$13K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
51+ 41.8% |
$8.15K - $9.47K
|
173
$41.8K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50New |
$7.99K - $9.28K
|
50
$12.1K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
50+ 2.3% |
$7.99K - $9.28K
|
2.22K
$536K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
48New |
$7.67K - $8.91K
|
48
$11.6K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
48+ 1.87% |
$7.67K - $8.91K
|
2.62K
$632K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
48+ 3.31% |
$7.67K - $8.91K
|
1.5K
$362K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
46+ 127.78% |
$7.35K - $8.54K
|
82
$19.8K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45New |
$7.19K - $8.35K
|
45
$10.9K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
43+ 3.68% |
$6.87K - $7.98K
|
1.21K
$292K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
43+ 2.49% |
$6.87K - $7.98K
|
1.77K
$428K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
42+ 2.53% |
$6.71K - $7.8K
|
1.7K
$411K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
42+ 16.34% |
$6.71K - $7.8K
|
299
$72.2K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
42+ 0.95% |
$6.71K - $7.8K
|
4.45K
$1.07M
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
40+ 1.2% |
$6.39K - $7.43K
|
3.37K
$814K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39+ 3.36% |
$6.23K - $7.24K
|
1.2K
$290K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
37+ 3.16% |
$5.91K - $6.87K
|
1.21K
$292K
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
37+ 17.05% |
$5.91K - $6.87K
|
254
$61.3K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
36New |
$5.75K - $6.68K
|
36
$8.69K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
35+ 1.9% |
$5.59K - $6.5K
|
1.88K
$454K
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
35+ 0.71% |
$5.59K - $6.5K
|
4.99K
$1.2M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34New |
$5.43K - $6.31K
|
34
$8.21K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 39.76% |
$5.27K - $6.13K
|
116
$28K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 8.48% |
$5.27K - $6.13K
|
422
$102K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 143.48% |
$5.27K - $6.13K
|
56
$13.5K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 10.88% |
$5.11K - $5.94K
|
326
$78.7K
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
31+ 1.24% |
$4.95K - $5.75K
|
2.53K
$612K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
30+ 0.83% |
$4.79K - $5.57K
|
3.63K
$876K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
29+ 0.86% |
$4.63K - $5.38K
|
3.42K
$825K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
28+ 0.7% |
$4.47K - $5.2K
|
4.05K
$978K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27+ 0.62% |
$4.31K - $5.01K
|
4.36K
$1.05M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.88% |
$4.15K - $4.83K
|
2.99K
$723K
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
25+ 1.95% |
$3.99K - $4.64K
|
1.31K
$316K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24New |
$3.83K - $4.46K
|
24
$5.8K
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
23+ 1.58% |
$3.67K - $4.27K
|
1.48K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
23+ 19.17% |
$3.67K - $4.27K
|
143
$34.5K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.37% |
$3.67K - $4.27K
|
1.7K
$410K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 12.72% |
$3.51K - $4.08K
|
195
$47.1K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 0.47% |
$3.2K - $3.71K
|
4.25K
$1.03M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
19+ 0.81% |
$3.04K - $3.53K
|
2.35K
$569K
|