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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$819 - $969
|
2.55K
$615K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 500.0% |
$819 - $969
|
6
$1.45K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 2.0% |
$655 - $776
|
204
$49.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.29% |
$655 - $776
|
1.36K
$329K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.56% |
$655 - $776
|
720
$174K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 57.14% |
$655 - $776
|
11
$2.66K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.24% |
$655 - $776
|
327
$79K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4New |
$655 - $776
|
4
$967
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.67% |
$492 - $582
|
451
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.2% |
$492 - $582
|
1.48K
$358K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3+ 0.23% |
$492 - $582
|
1.33K
$321K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 100.0% |
$492 - $582
|
6
$1.45K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$492 - $582
|
3
$725
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$492 - $582
|
3
$725
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 3.95% |
$492 - $582
|
79
$19.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$328 - $388
|
1.48K
$356K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2+ 0.17% |
$328 - $388
|
1.18K
$286K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.21% |
$328 - $388
|
945
$228K
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.09% |
$328 - $388
|
2.23K
$539K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$164 - $194
|
1.84K
$445K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$164 - $194
|
31.8K
$7.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.43% |
$164 - $194
|
231
$55.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.38% |
$164 - $194
|
262
$63.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.78% |
$164 - $194
|
130
$31.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$164 - $194
|
207
$50K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.18% |
$164 - $194
|
548
$132K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$164 - $194
|
4.49K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.15% |
$164 - $194
|
653
$158K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$164 - $194
|
2.94K
$709K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$164 - $194
|
324
$78.3K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.07% |
$164 - $194
|
1.5K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.18% |
$164 - $194
|
566
$137K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1+ 0.08% |
$164 - $194
|
1.2K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.04% |
$164 - $194
|
2.46K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$164 - $194
|
1.95K
$472K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2- 0.13% |
$328 - $388
|
1.52K
$368K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3Closed |
$492 - $582
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4- 28.57% |
$655 - $776
|
10
$2.42K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 1.17% |
$655 - $776
|
338
$81.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 10.0% |
$655 - $776
|
36
$8.7K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 4.67% |
$819 - $969
|
102
$24.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-5- 0.16% |
$819 - $969
|
3.12K
$754K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.12% |
$819 - $969
|
4.22K
$1.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 3.76% |
$819 - $969
|
128
$30.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.02% |
$819 - $969
|
22.1K
$5.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.2% |
$819 - $969
|
2.49K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 83.33% |
$819 - $969
|
1
$242
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-6- 0.46% |
$983 - $1.16K
|
1.31K
$317K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 33.33% |
$983 - $1.16K
|
12
$2.9K
|