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 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-4- 0.16% |
$673 - $735
|
2.55K
$617K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-4- 36.36% |
$673 - $735
|
7
$1.69K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4- 0.26% |
$673 - $735
|
1.52K
$367K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 3.03% |
$673 - $735
|
128
$30.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-5- 0.39% |
$842 - $919
|
1.28K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 2.73% |
$842 - $919
|
178
$43K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5- 0.16% |
$842 - $919
|
3.07K
$743K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.03% |
$1.01K - $1.1K
|
22.1K
$5.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 2.33% |
$1.01K - $1.1K
|
252
$60.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-6- 0.5% |
$1.01K - $1.1K
|
1.21K
$291K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.44% |
$1.01K - $1.1K
|
1.35K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-6- 0.66% |
$1.01K - $1.1K
|
904
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6- 0.03% |
$1.01K - $1.1K
|
20.9K
$5.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7- 0.28% |
$1.18K - $1.29K
|
2.52K
$609K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-7- 0.3% |
$1.18K - $1.29K
|
2.36K
$571K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-7- 0.04% |
$1.18K - $1.29K
|
17K
$4.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-8- 0.37% |
$1.35K - $1.47K
|
2.13K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 1.2% |
$1.52K - $1.65K
|
744
$180K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-10- 0.05% |
$1.68K - $1.84K
|
20.6K
$4.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 29.41% |
$1.68K - $1.84K
|
24
$5.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.33% |
$1.68K - $1.84K
|
3.02K
$730K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 4.57% |
$1.68K - $1.84K
|
209
$50.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.02% |
$1.68K - $1.84K
|
49.7K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 3.85% |
$1.85K - $2.02K
|
275
$66.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11- 0.27% |
$1.85K - $2.02K
|
4.07K
$984K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12- 0.24% |
$2.02K - $2.21K
|
4.98K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 1.31% |
$2.02K - $2.21K
|
902
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-12- 0.85% |
$2.02K - $2.21K
|
1.4K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-12- 0.99% |
$2.02K - $2.21K
|
1.2K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-13- 0.16% |
$2.19K - $2.39K
|
8.16K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15- 0.06% |
$2.53K - $2.76K
|
27.2K
$6.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-15- 0.02% |
$2.53K - $2.76K
|
73.2K
$17.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-15- 0.61% |
$2.53K - $2.76K
|
2.45K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 1.03% |
$2.53K - $2.76K
|
1.44K
$347K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-16- 0.56% |
$2.69K - $2.94K
|
2.84K
$686K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-16- 0.62% |
$2.69K - $2.94K
|
2.56K
$619K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 0.8% |
$2.69K - $2.94K
|
1.98K
$479K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17- 1.51% |
$2.86K - $3.12K
|
1.11K
$269K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17- 0.85% |
$2.86K - $3.12K
|
1.98K
$479K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 1.39% |
$2.86K - $3.12K
|
1.21K
$292K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-19- 20.88% |
$3.2K - $3.49K
|
72
$17.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-19- 7.31% |
$3.2K - $3.49K
|
241
$58.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 5.78% |
$3.2K - $3.49K
|
310
$74.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20- 3.57% |
$3.37K - $3.68K
|
541
$131K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.37% |
$3.37K - $3.68K
|
1.44K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.74% |
$3.37K - $3.68K
|
2.69K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-22- 1.4% |
$3.7K - $4.04K
|
1.56K
$376K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 0.77% |
$3.7K - $4.04K
|
2.84K
$686K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-23- 0.06% |
$3.87K - $4.23K
|
37.3K
$9M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-23- 1.04% |
$3.87K - $4.23K
|
2.18K
$527K
|