Purchases and Sales Made in Q2 2023 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
84+ 6.25% |
$14.1K - $15.4K
|
1.43K
$367K
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
84+ 25.69% |
$14.1K - $15.4K
|
411
$106K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 3.18% |
$13.8K - $15.1K
|
2.66K
$684K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
80+ 4.29% |
$13.5K - $14.7K
|
1.95K
$500K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
78+ 0.53% |
$13.1K - $14.3K
|
14.8K
$3.8M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78+ 0.97% |
$13.1K - $14.3K
|
8.11K
$2.08M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
77+ 18.38% |
$13K - $14.1K
|
496
$127K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
77+ 350.0% |
$13K - $14.1K
|
99
$25.4K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
77+ 2.32% |
$13K - $14.1K
|
3.39K
$871K
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
76+ 1.8% |
$12.8K - $14K
|
4.3K
$1.1M
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
76+ 5.25% |
$12.8K - $14K
|
1.52K
$391K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 4.39% |
$12.6K - $13.8K
|
1.79K
$459K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
74New |
$12.5K - $13.6K
|
74
$19K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
73New |
$12.3K - $13.4K
|
73
$18.8K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 3.94% |
$12.1K - $13.2K
|
1.9K
$488K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
70+ 2.55% |
$11.8K - $12.9K
|
2.82K
$723K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
69+ 5.72% |
$11.6K - $12.7K
|
1.28K
$328K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
68+ 0.83% |
$11.4K - $12.5K
|
8.29K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
68+ 1.86% |
$11.4K - $12.5K
|
3.73K
$958K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
67+ 3.43% |
$11.3K - $12.3K
|
2.02K
$518K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
63+ 0.01% |
$10.6K - $11.6K
|
443K
$114M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
60New |
$10.1K - $11K
|
60
$15.4K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
60+ 1.51% |
$10.1K - $11K
|
4.04K
$1.04M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
59+ 0.31% |
$9.93K - $10.8K
|
19K
$4.88M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 5.44% |
$9.77K - $10.7K
|
1.12K
$289K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
52+ 15.16% |
$8.76K - $9.56K
|
395
$101K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
52+ 15.16% |
$8.76K - $9.56K
|
395
$101K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 15.6% |
$8.59K - $9.37K
|
378
$97.1K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
51+ 0.3% |
$8.59K - $9.37K
|
17.1K
$4.39M
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
50+ 0.16% |
$8.42K - $9.19K
|
31.6K
$8.11M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 5.52% |
$8.42K - $9.19K
|
956
$246K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
49+ 3.8% |
$8.25K - $9K
|
1.34K
$344K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49New |
$8.25K - $9K
|
49
$12.6K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
47+ 6.53% |
$7.91K - $8.64K
|
767
$197K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
46+ 1.02% |
$7.75K - $8.45K
|
4.57K
$1.17M
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45New |
$7.58K - $8.27K
|
45
$11.6K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
45+ 1.27% |
$7.58K - $8.27K
|
3.59K
$921K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
45+ 0.31% |
$7.58K - $8.27K
|
14.8K
$3.8M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
45+ 0.37% |
$7.58K - $8.27K
|
12.1K
$3.1M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45+ 1.72% |
$7.58K - $8.27K
|
2.66K
$683K
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
44+ 2.28% |
$7.41K - $8.09K
|
1.97K
$507K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
44+ 1.17% |
$7.41K - $8.09K
|
3.8K
$977K
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
42+ 1.88% |
$7.07K - $7.72K
|
2.27K
$583K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
41+ 1.96% |
$6.9K - $7.53K
|
2.13K
$547K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
40+ 4.6% |
$6.73K - $7.35K
|
910
$234K
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
40+ 1.09% |
$6.73K - $7.35K
|
3.72K
$955K
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
40+ 13.94% |
$6.73K - $7.35K
|
327
$84K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.45% |
$6.57K - $7.17K
|
2.73K
$700K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
38+ 1.76% |
$6.4K - $6.98K
|
2.2K
$565K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
37+ 1.93% |
$6.23K - $6.8K
|
1.95K
$501K
|