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 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.45% |
$6.57K - $7.17K
|
2.73K
$659K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
38+ 1.76% |
$6.4K - $6.98K
|
2.2K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
37+ 1.93% |
$6.23K - $6.8K
|
1.95K
$472K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
36+ 0.96% |
$6.06K - $6.62K
|
3.77K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
36+ 2.13% |
$6.06K - $6.62K
|
1.72K
$417K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
34+ 0.86% |
$5.72K - $6.25K
|
3.97K
$958K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
34+ 1.73% |
$5.72K - $6.25K
|
2K
$483K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 8.27% |
$5.56K - $6.06K
|
432
$104K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33+ 1.74% |
$5.56K - $6.06K
|
1.93K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
32+ 0.94% |
$5.39K - $5.88K
|
3.43K
$829K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
32+ 1.61% |
$5.39K - $5.88K
|
2.02K
$487K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 2.8% |
$4.88K - $5.33K
|
1.07K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
28+ 1.88% |
$4.71K - $5.15K
|
1.52K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28+ 1.3% |
$4.71K - $5.15K
|
2.18K
$527K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
26+ 2.27% |
$4.38K - $4.78K
|
1.17K
$283K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
26New |
$4.38K - $4.78K
|
26
$6.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 50.0% |
$4.21K - $4.59K
|
75
$18.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.65% |
$4.21K - $4.59K
|
3.85K
$930K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
25+ 3.57% |
$4.21K - $4.59K
|
725
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
24+ 160.0% |
$4.04K - $4.41K
|
39
$9.43K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
24+ 218.18% |
$4.04K - $4.41K
|
35
$8.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 3.09% |
$4.04K - $4.41K
|
801
$194K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
23+ 0.31% |
$3.87K - $4.23K
|
7.47K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 0.85% |
$3.87K - $4.23K
|
2.72K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
21+ 1.74% |
$3.54K - $3.86K
|
1.23K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.29% |
$3.54K - $3.86K
|
7.29K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20+ 0.34% |
$3.37K - $3.68K
|
5.95K
$1.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.16% |
$3.2K - $3.49K
|
1.66K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
18+ 0.64% |
$3.03K - $3.31K
|
2.82K
$681K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 0.59% |
$2.86K - $3.12K
|
2.9K
$701K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17+ 1.07% |
$2.86K - $3.12K
|
1.61K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17+ 45.95% |
$2.86K - $3.12K
|
54
$13.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
16New |
$2.69K - $2.94K
|
16
$3.87K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 17.65% |
$2.53K - $2.76K
|
100
$24.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
14+ 6.54% |
$2.36K - $2.57K
|
228
$55.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13+ 1.03% |
$2.19K - $2.39K
|
1.28K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13+ 92.86% |
$2.19K - $2.39K
|
27
$6.53K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12+ 0.59% |
$2.02K - $2.21K
|
2.05K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
12+ 0.75% |
$2.02K - $2.21K
|
1.61K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.22% |
$2.02K - $2.21K
|
5.57K
$1.35M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.53% |
$2.02K - $2.21K
|
2.27K
$548K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
11+ 0.69% |
$1.85K - $2.02K
|
1.61K
$390K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
11+ 0.75% |
$1.85K - $2.02K
|
1.49K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 366.67% |
$1.85K - $2.02K
|
14
$3.38K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
11+ 0.41% |
$1.85K - $2.02K
|
2.72K
$658K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 0.94% |
$1.85K - $2.02K
|
1.19K
$287K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 1.1% |
$1.85K - $2.02K
|
1.01K
$244K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
10+ 0.27% |
$1.68K - $1.84K
|
3.76K
$909K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10+ 0.75% |
$1.68K - $1.84K
|
1.35K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.68K - $1.84K
|
10
$2.42K
|