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
|
Welch & Forbes LLC
|
SELL
|
- |
-75- 2.28% |
$12.3K - $14.5K
|
3.22K
$778K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-75- 4.76% |
$12.3K - $14.5K
|
1.5K
$362K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-75- 1.88% |
$12.3K - $14.5K
|
3.91K
$944K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-76- 0.28% |
$12.5K - $14.7K
|
27.5K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-76- 2.91% |
$12.5K - $14.7K
|
2.53K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-77- 5.43% |
$12.6K - $14.9K
|
1.34K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-80- 1.09% |
$13.1K - $15.5K
|
7.27K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-81- 1.02% |
$13.3K - $15.7K
|
7.87K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-81- 3.96% |
$13.3K - $15.7K
|
1.96K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-83- 1.01% |
$13.6K - $16.1K
|
8.12K
$1.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.97% |
$14.1K - $16.7K
|
8.79K
$2.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-87- 9.67% |
$14.3K - $16.9K
|
813
$196K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-87- 9.23% |
$14.3K - $16.9K
|
856
$207K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-88- 2.14% |
$14.4K - $17.1K
|
4.02K
$971K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-89- 1.13% |
$14.6K - $17.3K
|
7.78K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-92- 46.0% |
$15.1K - $17.8K
|
108
$26.1K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-92- 0.19% |
$15.1K - $17.8K
|
48.1K
$11.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-97- 2.53% |
$15.9K - $18.8K
|
3.73K
$901K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-98- 1.15% |
$16.1K - $19K
|
8.42K
$2.03M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 4.14% |
$16.4K - $19.4K
|
2.32K
$560K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.66% |
$16.4K - $19.4K
|
15K
$3.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.51% |
$16.4K - $19.4K
|
19.4K
$4.69M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100- 2.31% |
$16.4K - $19.4K
|
4.23K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-100- 1.1% |
$16.4K - $19.4K
|
9.03K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-100- 0.08% |
$16.4K - $19.4K
|
118K
$28.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-103- 1.14% |
$16.9K - $20K
|
8.92K
$2.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-107- 6.94% |
$17.5K - $20.7K
|
1.44K
$347K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-107- 6.71% |
$17.5K - $20.7K
|
1.49K
$359K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-107- 7.33% |
$17.5K - $20.7K
|
1.35K
$327K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-107- 3.61% |
$17.5K - $20.7K
|
2.85K
$690K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-108- 3.39% |
$17.7K - $20.9K
|
3.08K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-110- 17.8% |
$18K - $21.3K
|
508
$123K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-116- 1.16% |
$19K - $22.5K
|
9.88K
$2.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
SELL
|
- |
-117- 1.41% |
$19.2K - $22.7K
|
8.21K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-118- 8.02% |
$19.3K - $22.9K
|
1.35K
$327K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-118- 0.96% |
$19.3K - $22.9K
|
12.2K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-123- 4.2% |
$20.2K - $23.8K
|
2.81K
$679K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-124- 6.22% |
$20.3K - $24K
|
1.87K
$452K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-125- 9.51% |
$20.5K - $24.2K
|
1.19K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-125- 0.3% |
$20.5K - $24.2K
|
42.1K
$10.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-125- 1.01% |
$20.5K - $24.2K
|
12.3K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-126- 5.37% |
$20.6K - $24.4K
|
2.22K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-129- 3.58% |
$21.1K - $25K
|
3.47K
$839K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-132- 3.56% |
$21.6K - $25.6K
|
3.58K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-138- 1.65% |
$22.6K - $26.8K
|
8.23K
$1.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-140- 8.45% |
$22.9K - $27.1K
|
1.52K
$367K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-140- 0.48% |
$22.9K - $27.1K
|
29.1K
$7.04M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-142- 2.7% |
$23.3K - $27.5K
|
5.11K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-143- 16.96% |
$23.4K - $27.7K
|
700
$169K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-150- 32.68% |
$24.6K - $29.1K
|
309
$74.7K
|