Institutional Ownership Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV). We have compiled data on the 1,583 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
26,214
shares
|
$6.73 Million
0.01% of portfolio
|
Q2 2024
Added 67.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
26,071
shares
|
$6.7 Million
0.02% of portfolio
|
Q2 2024
Added 15.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
26,061
shares
|
$6.69 Million
0.01% of portfolio
|
Q2 2024
Added 60.86%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
25,942
shares
|
$6.66 Million
0.22% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Candriam S.C.A.
|
Aug 05, 2024 Q2 2024 |
25,904
shares
|
$6.65 Million
0.03% of portfolio
|
Q2 2024
Added 11.66%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
25,712
shares
|
$6.61 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
25,395
shares
|
$6.52 Million
0.04% of portfolio
|
Q2 2024
Added 33.71%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
25,317
shares
|
$6.5 Million
0.1% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
24,921
shares
|
$6.4 Million
0.48% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
24,875
shares
|
$6.39 Million
0.04% of portfolio
|
Q2 2024
Added 14.91%
|
|
|
Mizuho Securities Usa LLC
|
Nov 06, 2024 Q3 2024 |
24,770
shares
|
$6.36 Million
0.01% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 13, 2024 Q2 2024 |
24,713
shares
|
$6.35 Million
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24,686
shares
|
$6.34 Million
1.03% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,491
shares
|
$6.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
24,296
shares
|
$6.24 Million
0.07% of portfolio
|
Q2 2024
Added 94.17%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
24,071
shares
|
$6.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
23,682
shares
|
$6.08 Million
0.06% of portfolio
|
Q2 2024
Reduced 22.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
23,603
shares
|
$6.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
23,501
shares
|
$6.04 Million
0.48% of portfolio
|
Q2 2024
Added 22.69%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
23,265
shares
|
$5.98 Million
0.17% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
22,971
shares
|
$5.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
22,904
shares
|
$5.88 Million
1.13% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
22,806
shares
|
$5.86 Million
0.13% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
22,703
shares
|
$5.83 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
22,428
shares
|
$5.76 Million
0.11% of portfolio
|
Q2 2024
Added 64.97%
|