Purchases and Sales Made in Q1 2023 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
35+ 0.65% |
$5.74K - $6.79K
|
5.4K
$1.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
33+ 2.53% |
$5.41K - $6.4K
|
1.34K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
33+ 1.23% |
$5.41K - $6.4K
|
2.72K
$658K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$5.24K - $6.2K
|
32
$7.73K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 2.09% |
$5.08K - $6.01K
|
1.52K
$367K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
30+ 1.33% |
$4.92K - $5.82K
|
2.28K
$551K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30New |
$4.92K - $5.82K
|
30
$7.25K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
30+ 1.56% |
$4.92K - $5.82K
|
1.96K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
30New |
$4.92K - $5.82K
|
30
$7.25K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
28+ 8.89% |
$4.59K - $5.43K
|
343
$82.9K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
23New |
$3.77K - $4.46K
|
23
$5.56K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.65% |
$3.6K - $4.27K
|
1.35K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22+ 3.76% |
$3.6K - $4.27K
|
607
$147K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
21+ 1.27% |
$3.44K - $4.07K
|
1.67K
$404K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
21+ 0.87% |
$3.44K - $4.07K
|
2.44K
$588K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21+ 0.88% |
$3.44K - $4.07K
|
2.41K
$583K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20+ 1.21% |
$3.28K - $3.88K
|
1.67K
$404K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 20.83% |
$3.28K - $3.88K
|
116
$28K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20New |
$3.28K - $3.88K
|
20
$4.83K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 51.52% |
$2.79K - $3.3K
|
50
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.76% |
$2.79K - $3.3K
|
2.26K
$547K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 0.56% |
$2.62K - $3.1K
|
2.89K
$697K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16+ 0.8% |
$2.62K - $3.1K
|
2.02K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
16+ 0.86% |
$2.62K - $3.1K
|
1.87K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16+ 1.24% |
$2.62K - $3.1K
|
1.31K
$316K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 6.36% |
$2.29K - $2.71K
|
234
$56.6K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14New |
$2.29K - $2.71K
|
14
$3.38K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13+ 0.66% |
$2.13K - $2.52K
|
1.97K
$477K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13+ 0.95% |
$2.13K - $2.52K
|
1.38K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.7% |
$2.13K - $2.52K
|
777
$188K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.3% |
$1.97K - $2.33K
|
3.95K
$955K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
12+ 0.77% |
$1.97K - $2.33K
|
1.56K
$378K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11+ 7.24% |
$1.8K - $2.13K
|
163
$39.4K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11+ 0.49% |
$1.8K - $2.13K
|
2.26K
$545K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10+ 0.27% |
$1.64K - $1.94K
|
3.73K
$902K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 4.78% |
$1.64K - $1.94K
|
219
$52.9K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 0.54% |
$1.64K - $1.94K
|
1.87K
$453K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.91% |
$1.47K - $1.74K
|
999
$241K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9New |
$1.47K - $1.74K
|
9
$2.18K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
9+ 0.33% |
$1.47K - $1.74K
|
2.71K
$655K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
8+ 0.22% |
$1.31K - $1.55K
|
3.64K
$880K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.78% |
$1.31K - $1.55K
|
1.04K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 0.39% |
$1.31K - $1.55K
|
2.04K
$492K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8+ 0.57% |
$1.31K - $1.55K
|
1.4K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.29% |
$1.31K - $1.55K
|
2.8K
$676K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.43% |
$1.15K - $1.36K
|
1.64K
$396K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7+ 0.02% |
$1.15K - $1.36K
|
36.5K
$8.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$983 - $1.16K
|
1.57K
$380K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 0.48% |
$983 - $1.16K
|
1.25K
$301K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$983 - $1.16K
|
6
$1.45K
|