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 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
362+ 1.32% |
$60.9K - $66.5K
|
27.8K
$7.15M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
357+ 26.68% |
$60.1K - $65.6K
|
1.7K
$435K
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
346+ 0.96% |
$58.3K - $63.6K
|
36.2K
$9.31M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
337+ 16.15% |
$56.7K - $61.9K
|
2.42K
$623K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
335+ 17.21% |
$56.4K - $61.6K
|
2.28K
$586K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
326+ 26.0% |
$54.9K - $59.9K
|
1.58K
$406K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
325+ 131.05% |
$54.7K - $59.7K
|
573
$147K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
315New |
$53K - $57.9K
|
315
$80.9K
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
308+ 18.42% |
$51.9K - $56.6K
|
1.98K
$509K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
306+ 4.2% |
$51.5K - $56.2K
|
7.59K
$1.95M
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
301New |
$50.7K - $55.3K
|
301
$77.3K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 2.76% |
$50.5K - $55.1K
|
11.2K
$2.87M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
299+ 1.64% |
$50.3K - $54.9K
|
18.6K
$4.77M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
298+ 41.39% |
$50.2K - $54.8K
|
1.02K
$262K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
295+ 1.58% |
$49.7K - $54.2K
|
19K
$4.88M
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
277+ 17.49% |
$46.6K - $50.9K
|
1.86K
$478K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
265New |
$44.6K - $48.7K
|
265
$68.1K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
258+ 0.54% |
$43.4K - $47.4K
|
48.4K
$12.4M
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$42.1K - $45.9K
|
250
$64.2K
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
246+ 9.67% |
$41.4K - $45.2K
|
2.79K
$717K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
244+ 4.78% |
$41.1K - $44.8K
|
5.35K
$1.37M
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
241+ 8.18% |
$40.6K - $44.3K
|
3.19K
$818K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 25.83% |
$39.4K - $43K
|
1.14K
$293K
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
232+ 5.21% |
$39.1K - $42.6K
|
4.69K
$1.2M
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
232+ 13.61% |
$39.1K - $42.6K
|
1.94K
$498K
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
227+ 16.9% |
$38.2K - $41.7K
|
1.57K
$403K
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
227+ 3.78% |
$38.2K - $41.7K
|
6.23K
$1.6M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
224+ 3.78% |
$37.7K - $41.2K
|
6.15K
$1.58M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
219+ 1.49% |
$36.9K - $40.2K
|
14.9K
$3.82M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
216+ 16.48% |
$36.4K - $39.7K
|
1.53K
$392K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
216New |
$36.4K - $39.7K
|
216
$55.5K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
215+ 9.5% |
$36.2K - $39.5K
|
2.48K
$636K
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
213+ 3.3% |
$35.9K - $39.1K
|
6.66K
$1.71M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
208+ 3.0% |
$35K - $38.2K
|
7.13K
$1.83M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 7.28% |
$34.3K - $37.5K
|
3.01K
$772K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 11.04% |
$33.7K - $36.8K
|
2.01K
$517K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 26.99% |
$33.7K - $36.8K
|
941
$242K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200New |
$33.7K - $36.8K
|
200
$51.4K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
195+ 3.83% |
$32.8K - $35.8K
|
5.29K
$1.36M
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
192+ 13.38% |
$32.3K - $35.3K
|
1.63K
$418K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
189+ 156.2% |
$31.8K - $34.7K
|
310
$79.6K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
189+ 5.98% |
$31.8K - $34.7K
|
3.35K
$860K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
186+ 0.78% |
$31.3K - $34.2K
|
24.2K
$6.2M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
185+ 2.2% |
$31.1K - $34K
|
8.6K
$2.21M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
183+ 2.81% |
$30.8K - $33.6K
|
6.68K
$1.72M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
183+ 3.28% |
$30.8K - $33.6K
|
5.76K
$1.48M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
180+ 2.54% |
$30.3K - $33.1K
|
7.27K
$1.87M
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
180+ 1.73% |
$30.3K - $33.1K
|
10.6K
$2.71M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
180+ 2.18% |
$30.3K - $33.1K
|
8.46K
$2.17M
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
180+ 6.83% |
$30.3K - $33.1K
|
2.81K
$723K
|