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 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.79% |
$4.92K - $5.82K
|
3.75K
$907K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-30- 1.11% |
$4.92K - $5.82K
|
2.68K
$649K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-31- 1.29% |
$5.08K - $6.01K
|
2.37K
$572K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-31- 1.61% |
$5.08K - $6.01K
|
1.89K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-31- 1.93% |
$5.08K - $6.01K
|
1.58K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.27% |
$5.08K - $6.01K
|
11.4K
$2.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-33- 0.93% |
$5.41K - $6.4K
|
3.52K
$851K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-34- 4.51% |
$5.57K - $6.59K
|
720
$174K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.57% |
$5.74K - $6.79K
|
6.15K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-35- 2.2% |
$5.74K - $6.79K
|
1.55K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-36- 0.02% |
$5.9K - $6.98K
|
168K
$40.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-38- 3.41% |
$6.23K - $7.37K
|
1.08K
$260K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-39- 0.1% |
$6.39K - $7.56K
|
38.4K
$9.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-39- 2.01% |
$6.39K - $7.56K
|
1.9K
$459K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-40- 8.37% |
$6.55K - $7.76K
|
438
$106K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-41- 1.34% |
$6.72K - $7.95K
|
3.01K
$728K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 47.67% |
$6.72K - $7.95K
|
45
$10.9K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 4.29% |
$6.72K - $7.95K
|
914
$221K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41- 1.92% |
$6.72K - $7.95K
|
2.1K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-42- 0.43% |
$6.88K - $8.14K
|
9.81K
$2.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-43- 0.5% |
$7.05K - $8.34K
|
8.63K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-44- 66.67% |
$7.21K - $8.53K
|
22
$5.32K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-45- 1.85% |
$7.37K - $8.72K
|
2.39K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-46- 3.07% |
$7.54K - $8.92K
|
1.45K
$351K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-47- 1.55% |
$7.7K - $9.11K
|
2.99K
$723K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-48- 0.31% |
$7.87K - $9.31K
|
15.6K
$3.77M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-48- 0.68% |
$7.87K - $9.31K
|
6.98K
$1.69M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-48- 2.88% |
$7.87K - $9.31K
|
1.62K
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-49- 1.6% |
$8.03K - $9.5K
|
3.01K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-49- 0.82% |
$8.03K - $9.5K
|
5.93K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-49- 28.99% |
$8.03K - $9.5K
|
120
$29K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-51- 0.71% |
$8.36K - $9.89K
|
7.09K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-52- 0.22% |
$8.52K - $10.1K
|
24K
$5.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-55- 1.49% |
$9.01K - $10.7K
|
3.63K
$878K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-56- 1.52% |
$9.18K - $10.9K
|
3.63K
$877K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-59- 1.71% |
$9.67K - $11.4K
|
3.4K
$822K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-60- 1.65% |
$9.83K - $11.6K
|
3.59K
$867K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 3.53% |
$9.83K - $11.6K
|
1.64K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 3.97% |
$9.83K - $11.6K
|
1.45K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-62- 2.12% |
$10.2K - $12K
|
2.86K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-62- 1.21% |
$10.2K - $12K
|
5.06K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-63- 0.14% |
$10.3K - $12.2K
|
44.4K
$10.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-66- 0.18% |
$10.8K - $12.8K
|
37.3K
$9.01M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-67- 4.43% |
$11K - $13K
|
1.45K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-67- 0.43% |
$11K - $13K
|
15.6K
$3.76M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-69- 3.11% |
$11.3K - $13.4K
|
2.15K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-69- 4.4% |
$11.3K - $13.4K
|
1.5K
$363K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-69- 0.04% |
$11.3K - $13.4K
|
162K
$39M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75- 3.73% |
$12.3K - $14.5K
|
1.94K
$468K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-75- 0.26% |
$12.3K - $14.5K
|
28.3K
$6.83M
|