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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09KNew |
$343K - $405K
|
2.09K
$528K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
2.05KNew |
$336K - $398K
|
2.05K
$518K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
2.05K+ 18.63% |
$336K - $398K
|
13.1K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 34.49% |
$336K - $397K
|
7.99K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.03K+ 22.76% |
$333K - $394K
|
11K
$2.76M
|
|
|
May 02, 2023
Q1 2023
|
Palmer Knight CO
|
BUY
|
- |
2K+ 5.29% |
$328K - $388K
|
39.8K
$10M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$313K - $370K
|
1.91K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.87KNew |
$306K - $362K
|
1.87K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 2.06% |
$300K - $355K
|
90.8K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.81K+ 5.89% |
$297K - $351K
|
32.6K
$8.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.79K+ 22.85% |
$293K - $347K
|
9.62K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.79K+ 17.21% |
$293K - $346K
|
12.2K
$3.07M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.77KNew |
$289K - $342K
|
1.77K
$445K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 615.14% |
$286K - $339K
|
2.03K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.74KNew |
$285K - $338K
|
1.74K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71KNew |
$281K - $332K
|
1.71K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.71KNew |
$280K - $331K
|
1.71K
$431K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 11.04% |
$274K - $324K
|
16.8K
$4.24M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.66KNew |
$273K - $323K
|
1.66K
$420K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.63K+ 76.64% |
$267K - $316K
|
3.76K
$948K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.63K+ 1.84% |
$266K - $315K
|
89.7K
$22.6M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.59KNew |
$261K - $308K
|
1.59K
$401K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.59KNew |
$260K - $308K
|
1.59K
$401K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.58K+ 2.24% |
$258K - $305K
|
71.9K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.52KNew |
$250K - $295K
|
1.52K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.52K+ 10.43% |
$249K - $294K
|
16.1K
$4.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.51K+ 18.88% |
$248K - $294K
|
9.53K
$2.4M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.46K+ 1.59% |
$239K - $283K
|
93.2K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 2.38% |
$239K - $283K
|
62.9K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.43KNew |
$234K - $277K
|
1.43K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.42KNew |
$233K - $275K
|
1.42K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.36KNew |
$223K - $264K
|
1.36K
$343K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.35K+ 0.21% |
$221K - $262K
|
660K
$166M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.32K+ 1.71% |
$216K - $255K
|
78.3K
$19.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
1.3KNew |
$214K - $253K
|
1.3K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.27KNew |
$207K - $245K
|
1.27K
$319K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.25KNew |
$205K - $243K
|
1.25K
$316K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.23K+ 4.83% |
$201K - $238K
|
26.6K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$199K - $235K
|
1.21K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.21KNew |
$198K - $235K
|
1.21K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.2K+ 3.67% |
$197K - $233K
|
33.9K
$8.55M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.2KNew |
$197K - $233K
|
1.2K
$303K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.2KNew |
$197K - $233K
|
1.2K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.19KNew |
$195K - $230K
|
1.19K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.17KNew |
$192K - $227K
|
1.17K
$296K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.14K+ 6.39% |
$186K - $221K
|
18.9K
$4.78M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.13K+ 112500.0% |
$184K - $218K
|
1.13K
$284K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.12K+ 53.95% |
$183K - $217K
|
3.19K
$806K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 21.65% |
$181K - $214K
|
6.21K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$180K - $213K
|
1.1K
$278K
|