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 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-7- 0.25% |
$1.15K - $1.36K
|
2.81K
$679K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7- 10.29% |
$1.15K - $1.36K
|
61
$14.7K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7- 0.2% |
$1.15K - $1.36K
|
3.54K
$856K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-8- 3.31% |
$1.31K - $1.55K
|
234
$56.6K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 0.35% |
$1.47K - $1.74K
|
2.59K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.74% |
$1.47K - $1.74K
|
1.21K
$291K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-10- 0.4% |
$1.64K - $1.94K
|
2.51K
$606K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$1.64K - $1.94K
|
2.33K
$562K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.39% |
$1.64K - $1.94K
|
2.58K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11- 0.11% |
$1.8K - $2.13K
|
10.5K
$2.53M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-12- 0.47% |
$1.97K - $2.33K
|
2.56K
$618K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-12- 0.25% |
$1.97K - $2.33K
|
4.81K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-14- 0.27% |
$2.29K - $2.71K
|
5.08K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-14- 0.25% |
$2.29K - $2.71K
|
5.5K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-15- 30.61% |
$2.46K - $2.91K
|
34
$8.22K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-15- 6.05% |
$2.46K - $2.91K
|
233
$56.3K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-15Closed |
$2.46K - $2.91K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-16- 1.61% |
$2.62K - $3.1K
|
980
$237K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 1.39% |
$2.79K - $3.3K
|
1.21K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 10.17% |
$2.95K - $3.49K
|
159
$38.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-18- 1.12% |
$2.95K - $3.49K
|
1.59K
$384K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 0.57% |
$2.95K - $3.49K
|
3.16K
$763K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-18- 1.15% |
$2.95K - $3.49K
|
1.55K
$374K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 4.99% |
$2.95K - $3.49K
|
343
$82.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 0.24% |
$3.11K - $3.68K
|
7.76K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-19- 0.32% |
$3.11K - $3.68K
|
5.93K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-20- 1.27% |
$3.28K - $3.88K
|
1.56K
$377K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-20- 1.29% |
$3.28K - $3.88K
|
1.53K
$371K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-21- 0.48% |
$3.44K - $4.07K
|
4.31K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-21- 7.53% |
$3.44K - $4.07K
|
258
$62.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 58.33% |
$3.44K - $4.07K
|
15
$3.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-21- 0.34% |
$3.44K - $4.07K
|
6.12K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-22- 0.26% |
$3.6K - $4.27K
|
8.54K
$2.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-24- 0.54% |
$3.93K - $4.65K
|
4.45K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-24- 0.73% |
$3.93K - $4.65K
|
3.25K
$784K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 33.33% |
$4.1K - $4.85K
|
50
$12.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-25- 26.32% |
$4.1K - $4.85K
|
70
$16.9K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25- 0.44% |
$4.1K - $4.85K
|
5.61K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-25- 1.21% |
$4.1K - $4.85K
|
2.04K
$492K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-25- 1.49% |
$4.1K - $4.85K
|
1.65K
$399K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-26- 0.7% |
$4.26K - $5.04K
|
3.68K
$889K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-26- 0.58% |
$4.26K - $5.04K
|
4.45K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-27- 0.98% |
$4.42K - $5.23K
|
2.72K
$658K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-28- 2.99% |
$4.59K - $5.43K
|
910
$220K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-29- 1.91% |
$4.75K - $5.62K
|
1.49K
$360K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29- 0.21% |
$4.75K - $5.62K
|
13.9K
$3.35M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-30- 4.72% |
$4.92K - $5.82K
|
606
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-30- 1.34% |
$4.92K - $5.82K
|
2.2K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 1.63% |
$4.92K - $5.82K
|
1.81K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.21% |
$4.92K - $5.82K
|
14.4K
$3.48M
|