Purchases and Sales Made in Q1 2023 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
468+ 32.34% |
$76.7K - $90.7K
|
1.92K
$472K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
460+ 3.5% |
$75.4K - $89.2K
|
13.6K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
460+ 7.72% |
$75.4K - $89.2K
|
6.42K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
447+ 545.12% |
$73.2K - $86.7K
|
529
$131K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
439+ 16.07% |
$71.9K - $85.1K
|
3.17K
$782K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
427+ 3.57% |
$70K - $82.8K
|
12.4K
$3.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
422+ 25.35% |
$69.1K - $81.8K
|
2.09K
$515K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
421+ 3.51% |
$69K - $81.6K
|
12.4K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
420+ 4.11% |
$68.8K - $81.4K
|
10.6K
$2.63M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
413+ 1.03% |
$67.7K - $80.1K
|
40.6K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
403New |
$66K - $78.1K
|
403
$99.4K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
400+ 18.44% |
$65.5K - $77.6K
|
2.57K
$634K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
398+ 5.21% |
$65.2K - $77.2K
|
8.03K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
393+ 17.7% |
$64.4K - $76.2K
|
2.61K
$645K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
384+ 71.51% |
$62.9K - $74.4K
|
921
$227K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
382+ 6.29% |
$62.6K - $74.1K
|
6.45K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
382+ 8.72% |
$62.6K - $74.1K
|
4.76K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
381+ 7.94% |
$62.4K - $73.9K
|
5.18K
$1.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
379+ 1.42% |
$62.1K - $73.5K
|
27K
$6.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$61.4K - $72.7K
|
375
$92.5K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
375+ 12.4% |
$61.4K - $72.7K
|
3.4K
$839K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
372New |
$61K - $72.1K
|
372
$91.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
359New |
$58.8K - $69.6K
|
359
$88.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
354+ 2.55% |
$58K - $68.6K
|
14.2K
$3.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
350+ 2.15% |
$57.4K - $67.9K
|
16.6K
$4.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
346+ 1.76% |
$56.7K - $67.1K
|
20.1K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
341+ 1.86% |
$55.9K - $66.1K
|
18.7K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
340+ 9.94% |
$55.7K - $65.9K
|
3.76K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
339+ 3.76% |
$55.5K - $65.7K
|
9.36K
$2.31M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
339+ 3.76% |
$55.5K - $65.7K
|
9.36K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
338+ 58.18% |
$55.4K - $65.5K
|
919
$227K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
333+ 0.94% |
$54.6K - $64.6K
|
35.9K
$8.85M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
330+ 6.86% |
$54.1K - $64K
|
5.14K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
329New |
$53.9K - $63.8K
|
329
$81.2K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
328+ 26.14% |
$53.7K - $63.6K
|
1.58K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
326+ 13.12% |
$53.4K - $63.2K
|
2.81K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
325+ 3.58% |
$53.3K - $63K
|
9.4K
$2.32M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
324+ 0.0% |
$53.1K - $62.8K
|
21.7M
$5.35B
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
317+ 1.14% |
$51.9K - $61.5K
|
28.1K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
314+ 1.83% |
$51.5K - $60.9K
|
17.5K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
305+ 12.49% |
$50K - $59.1K
|
2.75K
$677K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
297+ 11.53% |
$48.7K - $57.6K
|
2.87K
$709K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
291+ 4.47% |
$47.7K - $56.4K
|
6.81K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
290+ 5.29% |
$47.5K - $56.2K
|
5.78K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
289+ 2.87% |
$47.4K - $56K
|
10.3K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
284+ 5.61% |
$46.5K - $55.1K
|
5.35K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
275+ 5.61% |
$45.1K - $53.3K
|
5.18K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
274+ 7.41% |
$44.9K - $53.1K
|
3.97K
$979K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
261New |
$42.8K - $50.6K
|
261
$64.4K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
259+ 30.22% |
$42.4K - $50.2K
|
1.12K
$275K
|