Purchases and Sales Made in Q1 2023 in Travelers Companies, Inc. (TRV)

TRV Quotes by TradingView

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 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
248
+ 0.62%
$40.6K - $48.1K
40.5K $9.79M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
245
+ 5.54%
$40.1K - $47.5K
4.67K $1.13M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
237
+ 8.08%
$38.8K - $45.9K
3.17K $766K
May 11, 2023 Q1 2023
Cohen Lawrence B

Boston, MA
BUY
 -
236
+ 2.32%
$38.7K - $45.8K
10.4K $2.51M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
232
+ 4.83%
$38K - $45K
5.04K $1.22M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

BUY
 -
231
+ 1.42%
$37.9K - $44.8K
16.5K $3.98M
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
230
+ 8.99%
$37.7K - $44.6K
2.79K $674K
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
229
+ 1.54%
$37.5K - $44.4K
15.1K $3.65M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
226
+ 0.92%
$37K - $43.8K
24.9K $6.02M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
223
+ 8.64%
$36.5K - $43.2K
2.8K $677K
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
214
+ 6.73%
$35.1K - $41.5K
3.4K $821K
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
214
+ 5.62%
$35.1K - $41.5K
4.02K $971K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
210
New
$34.4K - $40.7K
210 $50.8K
May 02, 2023 Q1 2023
Amalgamated Bank

New York, NY
BUY
 -
208
+ 0.34%
$34.1K - $40.3K
62K $15M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
203
+ 27.18%
$33.3K - $39.4K
950 $230K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
202
+ 3.18%
$33.1K - $39.2K
6.56K $1.59M
May 10, 2023 Q1 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
200
+ 11.03%
$32.8K - $38.8K
2.01K $487K
May 17, 2023 Q1 2023
Am Squared LTD

Hong Kong, K3
BUY
 -
200
New
$32.8K - $38.8K
200 $48.3K
May 10, 2023 Q1 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
199
+ 0.76%
$32.6K - $38.6K
26.4K $6.38M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
187
+ 15.28%
$30.6K - $36.3K
1.41K $341K
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
183
+ 0.59%
$30K - $35.5K
31.1K $7.52M
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
182
New
$29.8K - $35.3K
182 $44K
May 15, 2023 Q1 2023
Quarry LP

New York, NY
BUY
 -
180
New
$29.5K - $34.9K
180 $43.5K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
177
+ 15.89%
$29K - $34.3K
1.29K $312K
May 09, 2023 Q1 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
177
+ 1.2%
$29K - $34.3K
14.9K $3.61M
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
173
+ 3.78%
$28.3K - $33.5K
4.75K $1.15M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
173
+ 4.53%
$28.3K - $33.5K
3.99K $965K
Apr 10, 2023 Q1 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
171
+ 1.3%
$28K - $33.2K
13.3K $3.22M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
169
+ 2.11%
$27.7K - $32.8K
8.17K $1.97M
May 11, 2023 Q1 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
168
+ 7.79%
$27.5K - $32.6K
2.32K $562K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
167
+ 0.34%
$27.4K - $32.4K
48.6K $11.7M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
164
+ 110.81%
$26.9K - $31.8K
312 $75.4K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
164
+ 63.57%
$26.9K - $31.8K
422 $102K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
162
+ 14.1%
$26.5K - $31.4K
1.31K $317K
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
162
+ 6.85%
$26.5K - $31.4K
2.53K $611K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
159
+ 1.54%
$26.1K - $30.8K
10.5K $2.53M
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
159
+ 2.09%
$26.1K - $30.8K
7.76K $1.87M
May 11, 2023 Q1 2023
Barrow Hanley Mewhinney & Strauss LLC

Dallas, TX
BUY
 -
153
+ 1.14%
$25.1K - $29.7K
13.6K $3.29M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
150
+ 3.81%
$24.6K - $29.1K
4.08K $987K
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
150
New
$24.6K - $29.1K
150 $36.3K
May 08, 2023 Q1 2023
Atlantic Union Bankshares Corp

BUY
 -
150
+ 2.21%
$24.6K - $29.1K
6.94K $1.68M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
146
+ 1.04%
$23.9K - $28.3K
14.2K $3.43M
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
139
+ 3.12%
$22.8K - $26.9K
4.6K $1.11M
Apr 19, 2023 Q1 2023
Ballast, Inc.

BUY
 -
133
+ 2.11%
$21.8K - $25.8K
6.45K $1.56M
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
132
+ 6.51%
$21.6K - $25.6K
2.16K $522K
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
129
+ 7.94%
$21.1K - $25K
1.75K $424K
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
127
+ 11.81%
$20.8K - $24.6K
1.2K $290K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
124
+ 13.16%
$20.3K - $24K
1.07K $258K
May 15, 2023 Q1 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
122
+ 11.25%
$20K - $23.7K
1.21K $291K

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