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
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
122+ 11.25% |
$20K - $23.7K
|
1.21K
$288K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
116New |
$19K - $22.5K
|
116
$27.7K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
114New |
$18.7K - $22.1K
|
114
$27.3K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
107+ 3.77% |
$17.5K - $20.7K
|
2.95K
$704K
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
105+ 1.22% |
$17.2K - $20.4K
|
8.73K
$2.09M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 5.57% |
$16.9K - $20K
|
1.95K
$467K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
102New |
$16.7K - $19.8K
|
102
$24.4K
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
100+ 1.47% |
$16.4K - $19.4K
|
6.92K
$1.65M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100New |
$16.4K - $19.4K
|
100
$23.9K
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
100+ 1.68% |
$16.4K - $19.4K
|
6.05K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.24% |
$16.4K - $19.4K
|
41.7K
$9.97M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
99+ 1.23% |
$16.2K - $19.2K
|
8.17K
$1.95M
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
95+ 1.29% |
$15.6K - $18.4K
|
7.44K
$1.78M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
88+ 0.6% |
$14.4K - $17.1K
|
14.7K
$3.52M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
87+ 1.53% |
$14.3K - $16.9K
|
5.76K
$1.38M
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
86+ 6.26% |
$14.1K - $16.7K
|
1.46K
$349K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84+ 2.7% |
$13.8K - $16.3K
|
3.19K
$763K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
79+ 4.23% |
$12.9K - $15.3K
|
1.95K
$466K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
78+ 16.15% |
$12.8K - $15.1K
|
561
$134K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
75+ 2.75% |
$12.3K - $14.5K
|
2.8K
$669K
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
73+ 6.41% |
$12K - $14.2K
|
1.21K
$290K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 3.98% |
$11.5K - $13.6K
|
1.83K
$437K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 2.17% |
$11.1K - $13.2K
|
3.2K
$765K
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
68+ 0.08% |
$11.1K - $13.2K
|
84.1K
$20.1M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
66+ 3.14% |
$10.8K - $12.8K
|
2.17K
$519K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66New |
$10.8K - $12.8K
|
66
$15.8K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
65+ 9.62% |
$10.7K - $12.6K
|
741
$177K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 1.57% |
$9.67K - $11.4K
|
3.82K
$914K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59+ 0.35% |
$9.67K - $11.4K
|
17.2K
$4.1M
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
54+ 0.68% |
$8.85K - $10.5K
|
8K
$1.91M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
51+ 0.38% |
$8.36K - $9.89K
|
13.6K
$3.24M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51+ 3.65% |
$8.36K - $9.89K
|
1.45K
$347K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
50+ 3.88% |
$8.19K - $9.69K
|
1.34K
$320K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
50+ 16.78% |
$8.19K - $9.69K
|
348
$83.2K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
50+ 0.51% |
$8.19K - $9.69K
|
9.95K
$2.38M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
49+ 0.08% |
$8.03K - $9.5K
|
60.6K
$14.5M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 6.51% |
$7.54K - $8.92K
|
753
$180K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
44New |
$7.21K - $8.53K
|
44
$10.5K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44New |
$7.21K - $8.53K
|
44
$10.5K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
43+ 2.56% |
$7.05K - $8.34K
|
1.72K
$412K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
43+ 3.2% |
$7.05K - $8.34K
|
1.39K
$332K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 20.87% |
$7.05K - $8.34K
|
249
$59.6K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 0.44% |
$6.88K - $8.14K
|
9.64K
$2.31M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.52% |
$6.88K - $8.14K
|
8.15K
$1.95M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
41+ 0.94% |
$6.72K - $7.95K
|
4.43K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 3.68% |
$6.55K - $7.76K
|
1.13K
$270K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 0.08% |
$6.39K - $7.56K
|
46.4K
$11.1M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
39+ 1.16% |
$6.39K - $7.56K
|
3.4K
$813K
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
37+ 0.12% |
$6.06K - $7.17K
|
31.4K
$7.51M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
37+ 0.95% |
$6.06K - $7.17K
|
3.93K
$939K
|