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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
133+ 2.11% |
$21K - $25.3K
|
6.44K
$1.58M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
128+ 0.99% |
$20.2K - $24.4K
|
13K
$3.19M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
125+ 3.27% |
$19.7K - $23.8K
|
3.95K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
125New |
$19.7K - $23.8K
|
125
$30.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
124+ 4.36% |
$19.6K - $23.6K
|
2.97K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
124+ 6.53% |
$19.6K - $23.6K
|
2.02K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
122+ 4.23% |
$19.3K - $23.2K
|
3.01K
$737K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121+ 5.09% |
$19.1K - $23K
|
2.5K
$612K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
121+ 4.6% |
$19.1K - $23K
|
2.75K
$674K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
120+ 0.69% |
$19K - $22.9K
|
17.5K
$4.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 14.91% |
$19K - $22.9K
|
925
$227K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
120New |
$19K - $22.9K
|
120
$29.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
118+ 40.83% |
$18.6K - $22.5K
|
407
$99.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
113+ 51.83% |
$17.8K - $21.5K
|
331
$81.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
112New |
$17.7K - $21.3K
|
112
$27.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
110New |
$17.4K - $21K
|
110
$27K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
106+ 7.83% |
$16.7K - $20.2K
|
1.46K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 2.82% |
$16.6K - $20K
|
3.83K
$940K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
104+ 3.44% |
$16.4K - $19.8K
|
3.13K
$767K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
103+ 7.98% |
$16.3K - $19.6K
|
1.39K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
103New |
$16.3K - $19.6K
|
103
$25.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
103+ 1.1% |
$16.3K - $19.6K
|
9.48K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
103+ 5.98% |
$16.3K - $19.6K
|
1.83K
$448K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 2.22% |
$15.8K - $19K
|
4.61K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 1000.0% |
$15.8K - $19K
|
110
$27K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$24.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$15.8K - $19K
|
100
$24.5K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
100+ 9.34% |
$15.8K - $19K
|
1.17K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
98+ 3.65% |
$15.5K - $18.7K
|
2.79K
$683K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
94+ 16.55% |
$14.8K - $17.9K
|
662
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
94+ 0.87% |
$14.8K - $17.9K
|
10.9K
$2.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
93New |
$14.7K - $17.7K
|
93
$22.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 3.27% |
$14.4K - $17.3K
|
2.88K
$706K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
90+ 0.6% |
$14.2K - $17.1K
|
15K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
89New |
$14.1K - $17K
|
89
$21.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
88+ 6.77% |
$13.9K - $16.8K
|
1.39K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 25.36% |
$13.9K - $16.8K
|
435
$107K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 25.36% |
$13.9K - $16.8K
|
435
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
86+ 3.01% |
$13.6K - $16.4K
|
2.94K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
86New |
$13.6K - $16.4K
|
86
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
83+ 1.04% |
$13.1K - $15.8K
|
8.08K
$1.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
81New |
$12.8K - $15.4K
|
81
$19.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
80+ 2.21% |
$12.6K - $15.2K
|
3.7K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
80New |
$12.6K - $15.2K
|
80
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
79+ 4.14% |
$12.5K - $15K
|
1.99K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
79+ 4.22% |
$12.5K - $15K
|
1.95K
$479K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79New |
$12.5K - $15K
|
79
$19.4K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
79+ 117.91% |
$12.5K - $15K
|
146
$35.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78+ 4.01% |
$12.3K - $14.9K
|
2.03K
$496K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
77New |
$12.2K - $14.7K
|
77
$18.9K
|