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 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.33K+ 389.97% |
$393K - $429K
|
2.93K
$708K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.31K+ 3.22% |
$389K - $425K
|
74.2K
$17.9M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.26K+ 37.95% |
$381K - $416K
|
8.23K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.24K+ 4.56% |
$377K - $411K
|
51.3K
$12.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.21KNew |
$373K - $407K
|
2.21K
$535K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$364K - $397K
|
2.16K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.14K+ 6.38% |
$360K - $393K
|
35.6K
$8.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.14K+ 1.8% |
$360K - $392K
|
121K
$29.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.1K+ 55.92% |
$354K - $386K
|
5.86K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.09KNew |
$352K - $384K
|
2.09K
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.05KNew |
$346K - $377K
|
2.05K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.04K+ 3.18% |
$343K - $374K
|
66K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
2.03KNew |
$341K - $372K
|
2.03K
$489K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.01KNew |
$338K - $369K
|
2.01K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2K+ 20.7% |
$336K - $367K
|
11.7K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.91K+ 4.11% |
$322K - $351K
|
48.4K
$11.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.9K+ 12.6% |
$320K - $349K
|
17K
$4.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.88KNew |
$317K - $345K
|
1.88K
$454K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.87K+ 34.65% |
$315K - $344K
|
7.27K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.87KNew |
$314K - $343K
|
1.87K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.86K+ 7.04% |
$313K - $341K
|
28.2K
$6.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.84K+ 4.36% |
$310K - $338K
|
44K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.81KNew |
$305K - $332K
|
1.81K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 21.39% |
$295K - $322K
|
9.94K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.73K+ 3.76% |
$290K - $317K
|
47.6K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.7KNew |
$286K - $312K
|
1.7K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.69K+ 4.75% |
$285K - $311K
|
37.3K
$9.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.69KNew |
$284K - $310K
|
1.69K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.59K+ 44.97% |
$268K - $293K
|
5.14K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$266K - $290K
|
1.58K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$265K - $289K
|
1.57K
$380K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.56KNew |
$263K - $287K
|
1.56K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.55K+ 32.92% |
$262K - $286K
|
6.27K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.55KNew |
$261K - $285K
|
1.55K
$375K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.55K+ 1.51% |
$261K - $285K
|
104K
$25.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.55KNew |
$261K - $285K
|
1.55K
$375K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.51KNew |
$255K - $278K
|
1.51K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$253K - $276K
|
1.5K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.5KNew |
$253K - $276K
|
1.5K
$363K
|
|
|
Jul 27, 2023
Q2 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1.5K+ 5.26% |
$253K - $276K
|
30K
$7.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.48K+ 12.19% |
$250K - $273K
|
13.6K
$3.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.48KNew |
$250K - $272K
|
1.48K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.48K+ 3.78% |
$250K - $272K
|
40.6K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47K+ 65.94% |
$248K - $271K
|
3.71K
$896K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.46K+ 102.53% |
$246K - $268K
|
2.89K
$697K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 8.53% |
$242K - $264K
|
18.3K
$4.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.43K+ 3.23% |
$241K - $263K
|
45.7K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.43KNew |
$241K - $263K
|
1.43K
$345K
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
1.4K+ 3.51% |
$235K - $257K
|
41.2K
$9.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.4K+ 0.81% |
$235K - $256K
|
174K
$42.1M
|