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 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-74- 2.6% |
$12.5K - $13.6K
|
2.78K
$674K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 7.75% |
$12.6K - $13.8K
|
893
$217K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-75- 1.9% |
$12.6K - $13.8K
|
3.88K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-77- 0.81% |
$13K - $14.1K
|
9.49K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-78- 4.96% |
$13.1K - $14.3K
|
1.5K
$363K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-80- 3.65% |
$13.5K - $14.7K
|
2.11K
$512K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-81- 5.4% |
$13.6K - $14.9K
|
1.42K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-85- 1.33% |
$14.3K - $15.6K
|
6.31K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-85- 3.05% |
$14.3K - $15.6K
|
2.7K
$656K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-86- 0.55% |
$14.5K - $15.8K
|
15.6K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 1.07% |
$14.6K - $16K
|
8.07K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-89- 2.91% |
$15K - $16.4K
|
2.97K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-93- 4.92% |
$15.7K - $17.1K
|
1.8K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-98- 1.19% |
$16.5K - $18K
|
8.13K
$1.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-100- 0.31% |
$16.8K - $18.4K
|
31.8K
$7.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-100- 50.0% |
$16.8K - $18.4K
|
100
$24.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-100- 1.45% |
$16.8K - $18.4K
|
6.82K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-102- 1.03% |
$17.2K - $18.7K
|
9.78K
$2.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-103- 1.09% |
$17.3K - $18.9K
|
9.32K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-104- 2.4% |
$17.5K - $19.1K
|
4.23K
$1.03M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-109- 4.76% |
$18.4K - $20K
|
2.18K
$530K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-111- 0.74% |
$18.7K - $20.4K
|
14.8K
$3.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-113- 1.63% |
$19K - $20.8K
|
6.83K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-113- 0.41% |
$19K - $20.8K
|
27.6K
$6.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-114- 12.06% |
$19.2K - $20.9K
|
831
$202K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-119- 5.63% |
$20K - $21.9K
|
1.99K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-120- 31.25% |
$20.2K - $22.1K
|
264
$64.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-121- 3.92% |
$20.4K - $22.2K
|
2.96K
$719K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-121- 0.73% |
$20.4K - $22.2K
|
16.5K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-122- 5.33% |
$20.5K - $22.4K
|
2.17K
$526K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-123- 9.26% |
$20.7K - $22.6K
|
1.21K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-123- 3.39% |
$20.7K - $22.6K
|
3.51K
$851K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-123- 6.42% |
$20.7K - $22.6K
|
1.79K
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-124- 6.63% |
$20.9K - $22.8K
|
1.75K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-125- 3.11% |
$21K - $23K
|
3.89K
$945K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-126- 8.93% |
$21.2K - $23.2K
|
1.29K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-127- 3.0% |
$21.4K - $23.3K
|
4.11K
$998K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-129- 5.1% |
$21.7K - $23.7K
|
2.4K
$583K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 1.06% |
$21.9K - $23.9K
|
12.2K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-133- 3.25% |
$22.4K - $24.4K
|
3.96K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-134- 3.03% |
$22.6K - $24.6K
|
4.29K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-135- 1.09% |
$22.7K - $24.8K
|
12.3K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-135- 39.47% |
$22.7K - $24.8K
|
207
$50.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-135- 1.57% |
$22.7K - $24.8K
|
8.47K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-136- 5.07% |
$22.9K - $25K
|
2.55K
$618K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-137- 10.13% |
$23.1K - $25.2K
|
1.22K
$295K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-137- 0.94% |
$23.1K - $25.2K
|
14.4K
$3.5M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-139- 7.29% |
$23.4K - $25.5K
|
1.77K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-141- 1.46% |
$23.7K - $25.9K
|
9.5K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-143- 9.99% |
$24.1K - $26.3K
|
1.29K
$313K
|