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 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.33K+ 51.96% |
$223K - $244K
|
3.88K
$997K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.31K+ 64.52% |
$221K - $241K
|
3.35K
$860K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.31KNew |
$220K - $240K
|
1.31K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3KNew |
$218K - $238K
|
1.3K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 4.38% |
$215K - $234K
|
30.4K
$7.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.26KNew |
$213K - $232K
|
1.26K
$325K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
1.25K+ 4.63% |
$210K - $230K
|
28.3K
$7.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.23KNew |
$208K - $227K
|
1.23K
$317K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.23KNew |
$207K - $226K
|
1.23K
$316K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.23KNew |
$207K - $226K
|
1.23K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.23KNew |
$206K - $225K
|
1.23K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.22KNew |
$205K - $224K
|
1.22K
$313K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.21K+ 5.46% |
$203K - $222K
|
23.3K
$5.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$198K - $216K
|
1.17K
$302K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17KNew |
$197K - $215K
|
1.17K
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.17KNew |
$196K - $214K
|
1.17K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16KNew |
$196K - $214K
|
1.16K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.13K+ 41.62% |
$191K - $208K
|
3.86K
$990K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.13K+ 11.44% |
$190K - $207K
|
11K
$2.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.11K+ 2.82% |
$186K - $203K
|
40.3K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.09K+ 39.89% |
$183K - $199K
|
3.81K
$977K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.05K+ 5.5% |
$176K - $193K
|
20.1K
$5.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.05K+ 5.69% |
$176K - $192K
|
19.4K
$4.98M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.02KNew |
$171K - $187K
|
1.02K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.01K+ 6.27% |
$171K - $186K
|
17.2K
$4.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1K+ 92.42% |
$168K - $184K
|
2.08K
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
998+ 15.65% |
$168K - $183K
|
7.37K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
971+ 4.55% |
$163K - $178K
|
22.3K
$5.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
939+ 3.73% |
$158K - $173K
|
26.1K
$6.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900+ 14.88% |
$152K - $165K
|
6.95K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
900+ 20.45% |
$152K - $165K
|
5.3K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
884+ 31.45% |
$149K - $162K
|
3.7K
$949K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
876New |
$147K - $161K
|
876
$225K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
854+ 854.0% |
$144K - $157K
|
954
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
851+ 14.34% |
$143K - $156K
|
6.78K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
846+ 9.14% |
$142K - $155K
|
10.1K
$2.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
843+ 25.98% |
$142K - $155K
|
4.09K
$1.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
843+ 9.11% |
$142K - $155K
|
10.1K
$2.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
833+ 16.53% |
$140K - $153K
|
5.87K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
825+ 39.57% |
$139K - $152K
|
2.91K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
817+ 21.94% |
$138K - $150K
|
4.54K
$1.17M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 8.09% |
$135K - $147K
|
10.7K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
798+ 5.92% |
$134K - $147K
|
14.3K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
792+ 7.57% |
$133K - $146K
|
11.3K
$2.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
776+ 11.4% |
$131K - $143K
|
7.58K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
763+ 1.88% |
$128K - $140K
|
41.3K
$10.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
759+ 31.56% |
$128K - $139K
|
3.16K
$813K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
751+ 64.02% |
$126K - $138K
|
1.92K
$494K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
740+ 21.3% |
$125K - $136K
|
4.21K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
734+ 2.76% |
$124K - $135K
|
27.4K
$7.03M
|