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 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
178+ 8.49% |
$30K - $32.7K
|
2.27K
$584K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 75.21% |
$29.6K - $32.3K
|
410
$105K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
172New |
$29K - $31.6K
|
172
$44.2K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
169New |
$28.5K - $31.1K
|
169
$43.4K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
166+ 1.36% |
$27.9K - $30.5K
|
12.4K
$3.18M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
165New |
$27.8K - $30.3K
|
165
$42.4K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
161+ 157.84% |
$27.1K - $29.6K
|
263
$67.6K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
157+ 10.84% |
$26.4K - $28.8K
|
1.61K
$413K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
152+ 0.46% |
$25.6K - $27.9K
|
33.2K
$8.54M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
151+ 1.52% |
$25.4K - $27.7K
|
10.1K
$2.59M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
150+ 194.81% |
$25.3K - $27.6K
|
227
$58.3K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
150New |
$25.3K - $27.6K
|
150
$38.5K
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
146+ 10.89% |
$24.6K - $26.8K
|
1.49K
$382K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
145+ 14.8% |
$24.4K - $26.6K
|
1.13K
$289K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
142+ 4.62% |
$23.9K - $26.1K
|
3.22K
$826K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
140+ 4.68% |
$23.6K - $25.7K
|
3.13K
$804K
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.77% |
$22.6K - $24.6K
|
7.7K
$1.98M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
131+ 1.25% |
$22.1K - $24.1K
|
10.6K
$2.72M
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
122+ 11.7% |
$20.5K - $22.4K
|
1.17K
$299K
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
120+ 4.39% |
$20.2K - $22.1K
|
2.85K
$733K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
120New |
$20.2K - $22.1K
|
120
$30.8K
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
120+ 5.03% |
$20.2K - $22.1K
|
2.51K
$644K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
120+ 9.92% |
$20.2K - $22.1K
|
1.33K
$342K
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
119+ 3.7% |
$20K - $21.9K
|
3.34K
$857K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
118+ 0.43% |
$19.9K - $21.7K
|
27.3K
$7.02M
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
115+ 2.92% |
$19.4K - $21.1K
|
4.05K
$1.04M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
115+ 0.84% |
$19.4K - $21.1K
|
13.7K
$3.53M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
113+ 8.43% |
$19K - $20.8K
|
1.45K
$373K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
113+ 11300.0% |
$19K - $20.8K
|
114
$29.3K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
111+ 5.35% |
$18.7K - $20.4K
|
2.18K
$561K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
111+ 7.56% |
$18.7K - $20.4K
|
1.58K
$406K
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
110+ 0.75% |
$18.5K - $20.2K
|
14.9K
$3.82M
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
108+ 4.72% |
$18.2K - $19.8K
|
2.39K
$615K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
108+ 2.72% |
$18.2K - $19.8K
|
4.08K
$1.05M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
107+ 0.48% |
$18K - $19.7K
|
22.5K
$5.78M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
105+ 2.29% |
$17.7K - $19.3K
|
4.7K
$1.21M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
104+ 1.25% |
$17.5K - $19.1K
|
8.39K
$2.16M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
103+ 27.69% |
$17.3K - $18.9K
|
475
$122K
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
102+ 6.83% |
$17.2K - $18.7K
|
1.6K
$410K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
101+ 43.72% |
$17K - $18.6K
|
332
$85.3K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
100+ 1.29% |
$16.8K - $18.4K
|
7.86K
$2.02M
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.16% |
$16.8K - $18.4K
|
63.6K
$16.3M
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
97+ 0.91% |
$16.3K - $17.8K
|
10.7K
$2.76M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
96+ 6.95% |
$16.2K - $17.6K
|
1.48K
$380K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
96+ 1.5% |
$16.2K - $17.6K
|
6.51K
$1.67M
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
93+ 0.23% |
$15.7K - $17.1K
|
40.7K
$10.5M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
91+ 1.79% |
$15.3K - $16.7K
|
5.17K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
88New |
$14.8K - $16.2K
|
88
$22.6K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
86+ 1.99% |
$14.5K - $15.8K
|
4.4K
$1.13M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85+ 7.0% |
$14.3K - $15.6K
|
1.3K
$334K
|