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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 4.19% |
$180K - $212K
|
27.3K
$6.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.07K+ 52.43% |
$175K - $207K
|
3.1K
$783K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
994+ 0.53% |
$163K - $193K
|
187K
$47.2M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
982+ 221.67% |
$161K - $190K
|
1.43K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
950+ 33.57% |
$156K - $184K
|
3.78K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
926+ 7.03% |
$152K - $180K
|
14.1K
$3.56M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
911+ 5.02% |
$149K - $177K
|
19.1K
$4.81M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
909+ 5.79% |
$149K - $176K
|
16.6K
$4.19M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
868+ 6.68% |
$142K - $168K
|
13.9K
$3.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
855New |
$140K - $166K
|
855
$216K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
854+ 11.63% |
$140K - $166K
|
8.19K
$2.07M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
814+ 11.53% |
$133K - $158K
|
7.87K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
807+ 27.23% |
$132K - $156K
|
3.77K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
784+ 0.93% |
$128K - $152K
|
84.8K
$21.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
777+ 18.59% |
$127K - $151K
|
4.96K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
767+ 36.84% |
$126K - $149K
|
2.85K
$719K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
759+ 57.24% |
$124K - $147K
|
2.09K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
732+ 5.28% |
$120K - $142K
|
14.6K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
709+ 5.07% |
$116K - $137K
|
14.7K
$3.71M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
707+ 0.26% |
$116K - $137K
|
272K
$68.7M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
BUY
|
- |
706+ 2.82% |
$116K - $137K
|
25.8K
$6.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
704+ 3.78% |
$115K - $136K
|
19.3K
$4.87M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
692+ 40.4% |
$113K - $134K
|
2.41K
$607K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
689+ 45.06% |
$113K - $134K
|
2.22K
$560K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
684+ 3.19% |
$112K - $133K
|
22.1K
$5.58M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
683+ 22.93% |
$112K - $132K
|
3.66K
$924K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
654New |
$107K - $127K
|
654
$165K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
638New |
$105K - $124K
|
638
$161K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
636+ 5.5% |
$104K - $123K
|
12.2K
$3.08M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
625+ 0.46% |
$102K - $121K
|
137K
$34.5M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
615+ 7.12% |
$101K - $119K
|
9.25K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
614+ 3.42% |
$101K - $119K
|
18.6K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
614+ 0.97% |
$101K - $119K
|
64K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
613+ 3.6% |
$100K - $119K
|
17.6K
$4.45M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
606+ 0.65% |
$99.3K - $117K
|
93.5K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
603+ 20.21% |
$98.8K - $117K
|
3.59K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
600+ 0.67% |
$98.3K - $116K
|
90.7K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
596+ 0.8% |
$97.7K - $116K
|
75.1K
$18.9M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
596+ 3.5% |
$97.7K - $116K
|
17.6K
$4.45M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
586+ 34.61% |
$96K - $114K
|
2.28K
$575K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
575+ 2.53% |
$94.2K - $111K
|
23.3K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
551+ 3.53% |
$90.3K - $107K
|
16.2K
$4.08M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
519+ 2.09% |
$85K - $101K
|
25.4K
$6.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
517+ 8.82% |
$84.7K - $100K
|
6.38K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
515+ 34.66% |
$84.4K - $99.8K
|
2K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
502+ 15.14% |
$82.3K - $97.3K
|
3.82K
$963K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
477+ 3.62% |
$78.2K - $92.5K
|
13.6K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
475+ 4.6% |
$77.8K - $92.1K
|
10.8K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
468+ 32.34% |
$76.7K - $90.7K
|
1.92K
$483K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
460+ 3.5% |
$75.4K - $89.2K
|
13.6K
$3.43M
|