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 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
740+ 21.3% |
$125K - $136K
|
4.21K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
734+ 2.76% |
$124K - $135K
|
27.4K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
721+ 27.45% |
$121K - $132K
|
3.35K
$809K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
714+ 11.67% |
$120K - $131K
|
6.83K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
711+ 30.57% |
$120K - $131K
|
3.04K
$734K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
708+ 6.84% |
$119K - $130K
|
11.1K
$2.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
707+ 8.66% |
$119K - $130K
|
8.87K
$2.14M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
707+ 8.66% |
$119K - $130K
|
8.87K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
700+ 3.49% |
$118K - $129K
|
20.8K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
697+ 42.47% |
$117K - $128K
|
2.34K
$565K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
675+ 32.88% |
$114K - $124K
|
2.73K
$659K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
666+ 4.88% |
$112K - $122K
|
14.3K
$3.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
644+ 2.66% |
$108K - $118K
|
24.9K
$6.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
643+ 8.29% |
$108K - $118K
|
8.4K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
637+ 17.76% |
$107K - $117K
|
4.22K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
603New |
$102K - $111K
|
603
$146K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
602+ 12.4% |
$101K - $111K
|
5.46K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
599+ 37.84% |
$101K - $110K
|
2.18K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
590New |
$99.3K - $108K
|
590
$143K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
562+ 3.99% |
$94.6K - $103K
|
14.7K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
562+ 43.03% |
$94.6K - $103K
|
1.87K
$451K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
549+ 0.97% |
$92.4K - $101K
|
57.3K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
545+ 0.73% |
$91.8K - $100K
|
75.6K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
538+ 18.73% |
$90.6K - $98.9K
|
3.41K
$824K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
536New |
$90.2K - $98.5K
|
536
$130K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
526+ 51.47% |
$88.6K - $96.7K
|
1.55K
$374K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
520+ 0.58% |
$87.6K - $95.6K
|
90.2K
$21.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
509+ 1.56% |
$85.7K - $93.5K
|
33.1K
$8M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
508New |
$85.5K - $93.3K
|
508
$123K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
502+ 0.85% |
$84.5K - $92.2K
|
59.7K
$14.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
500+ 35.59% |
$84.2K - $91.9K
|
1.91K
$460K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
496+ 28.1% |
$83.5K - $91.1K
|
2.26K
$546K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
495+ 25.67% |
$83.3K - $91K
|
2.42K
$586K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
490+ 4.5% |
$82.5K - $90K
|
11.4K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
477+ 31.44% |
$80.3K - $87.6K
|
1.99K
$482K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
466+ 1.13% |
$78.5K - $85.6K
|
41.9K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
457+ 8.55% |
$76.9K - $84K
|
5.8K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
450+ 22.84% |
$75.8K - $82.7K
|
2.42K
$585K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
443+ 13.03% |
$74.6K - $81.4K
|
3.84K
$929K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
426+ 8.22% |
$71.7K - $78.3K
|
5.61K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
425+ 24.44% |
$71.6K - $78.1K
|
2.16K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
422+ 33.02% |
$71.1K - $77.5K
|
1.7K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
420New |
$70.7K - $77.2K
|
420
$102K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
416+ 8.03% |
$70K - $76.4K
|
5.6K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
412New |
$69.4K - $75.7K
|
412
$99.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
409+ 5.2% |
$68.9K - $75.2K
|
8.28K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
399+ 6.18% |
$67.2K - $73.3K
|
6.85K
$1.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
387+ 45.26% |
$65.2K - $71.1K
|
1.24K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
385+ 3.72% |
$64.8K - $70.7K
|
10.7K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
375+ 0.87% |
$63.1K - $68.9K
|
43.7K
$10.6M
|