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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 0.39% |
$1.35K - $1.47K
|
2.04K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.66% |
$1.35K - $1.47K
|
1.21K
$312K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 3.21% |
$1.35K - $1.47K
|
257
$66K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 3.21% |
$1.35K - $1.47K
|
257
$66K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.56% |
$1.18K - $1.29K
|
1.25K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.38% |
$1.18K - $1.29K
|
515
$132K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 21.88% |
$1.18K - $1.29K
|
39
$10K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6+ 0.51% |
$1.01K - $1.1K
|
1.19K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.15% |
$1.01K - $1.1K
|
3.93K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 10.0% |
$842 - $919
|
55
$14.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.24% |
$842 - $919
|
2.09K
$536K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$842 - $919
|
5
$1.28K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4+ 0.24% |
$673 - $735
|
1.67K
$430K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$673 - $735
|
23.2K
$5.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 28.57% |
$673 - $735
|
18
$4.62K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.29% |
$505 - $551
|
1.04K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3+ 0.19% |
$505 - $551
|
1.57K
$403K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.17% |
$505 - $551
|
1.78K
$457K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.67% |
$505 - $551
|
454
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.33% |
$505 - $551
|
924
$237K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.29% |
$505 - $551
|
1.04K
$267K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 5.56% |
$337 - $368
|
38
$9.76K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.23% |
$337 - $368
|
858
$220K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.78% |
$337 - $368
|
259
$66.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.03% |
$337 - $368
|
6.99K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.64% |
$168 - $184
|
62
$15.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$168 - $184
|
639
$164K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.18% |
$168 - $184
|
567
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.38% |
$168 - $184
|
263
$67.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.03% |
$168 - $184
|
3.12K
$802K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
1+ 0.01% |
$168 - $184
|
9.4K
$2.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$168 - $184
|
325
$83.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.06% |
$168 - $184
|
1.76K
$451K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$168 - $184
|
1.57K
$403K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.04% |
$168 - $184
|
2.33K
$597K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1+ 0.06% |
$168 - $184
|
1.59K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1+ 0.02% |
$168 - $184
|
4.67K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.28% |
$168 - $184
|
360
$92.5K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.29% |
$168 - $184
|
344
$88.4K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$168 - $184
|
5.75K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$168 - $184
|
1.35K
$348K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-2- 0.11% |
$337 - $368
|
1.87K
$479K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-2- 0.01% |
$337 - $368
|
15.6K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.15% |
$337 - $368
|
1.36K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3- 1.68% |
$505 - $551
|
176
$45.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3- 5.56% |
$505 - $551
|
51
$13.1K
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-4- 0.16% |
$673 - $735
|
2.55K
$656K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-4- 36.36% |
$673 - $735
|
7
$1.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4- 0.26% |
$673 - $735
|
1.52K
$390K
|