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 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19+ 0.52% |
$3.04K - $3.53K
|
3.71K
$896K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.33% |
$3.04K - $3.53K
|
5.77K
$1.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18+ 6.06% |
$2.88K - $3.34K
|
315
$76.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18+ 0.25% |
$2.88K - $3.34K
|
7.13K
$1.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
16+ 15.09% |
$2.56K - $2.97K
|
122
$29.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 1.68% |
$2.56K - $2.97K
|
970
$234K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16+ 9.14% |
$2.56K - $2.97K
|
191
$46.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15+ 0.61% |
$2.4K - $2.78K
|
2.49K
$601K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 0.53% |
$2.4K - $2.78K
|
2.84K
$685K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 12.17% |
$2.24K - $2.6K
|
129
$31.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12+ 0.17% |
$1.92K - $2.23K
|
7.24K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 5.08% |
$1.92K - $2.23K
|
248
$59.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.56% |
$1.92K - $2.23K
|
2.14K
$517K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
12+ 0.03% |
$1.92K - $2.23K
|
35.5K
$8.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11+ 0.03% |
$1.76K - $2.04K
|
37.4K
$9.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
11+ 0.06% |
$1.76K - $2.04K
|
19.4K
$4.69M
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11+ 0.5% |
$1.76K - $2.04K
|
2.22K
$536K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 5.46% |
$1.6K - $1.86K
|
193
$46.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.35% |
$1.6K - $1.86K
|
2.9K
$700K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
10+ 7.14% |
$1.6K - $1.86K
|
150
$36.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.75% |
$1.44K - $1.67K
|
1.21K
$293K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.07% |
$1.28K - $1.49K
|
12.3K
$2.97M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.18% |
$1.12K - $1.3K
|
3.86K
$931K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.45% |
$1.12K - $1.3K
|
1.55K
$375K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
7+ 0.5% |
$1.12K - $1.3K
|
1.39K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
6+ 3.19% |
$959 - $1.11K
|
194
$46.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.34% |
$799 - $928
|
1.46K
$354K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.31% |
$799 - $928
|
1.63K
$394K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.57% |
$799 - $928
|
878
$212K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4+ 0.17% |
$639 - $743
|
2.36K
$570K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.4% |
$639 - $743
|
996
$241K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4+ 0.19% |
$639 - $743
|
2.16K
$521K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 10.26% |
$639 - $743
|
43
$10.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$479 - $557
|
1.35K
$327K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.57% |
$479 - $557
|
531
$128K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3New |
$479 - $557
|
3
$725
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$479 - $557
|
3
$725
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$320 - $371
|
1.52K
$368K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.04% |
$320 - $371
|
4.71K
$1.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.78% |
$320 - $371
|
258
$62.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$320 - $371
|
582
$141K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.45% |
$320 - $371
|
443
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.09% |
$320 - $371
|
2.22K
$537K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$160 - $186
|
613
$148K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$160 - $186
|
1.84K
$444K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.08% |
$160 - $186
|
1.26K
$305K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.01% |
$160 - $186
|
16K
$3.86M
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.04% |
$160 - $186
|
50
$12.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$160 - $186
|
321
$77.5K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$160 - $186
|
2.19K
$529K
|