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 1,519 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $42.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
16,552
shares
|
$3.97 Million
0.25% of portfolio
|
Q2 2024
Added 7.96%
|
|
Osborne Partners Capital Management, LLC
|
Jul 22, 2024 Q2 2024 |
16,538
shares
|
$3.96 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 12, 2024 Q2 2024 |
16,492
shares
|
$3.95 Million
2.93% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
16,406
shares
|
$3.93 Million
0.06% of portfolio
|
Q2 2024
Added 40.4%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
16,360
shares
|
$3.92 Million
0.08% of portfolio
|
Q2 2024
Added 0.28%
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
16,346
shares
|
$3.92 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
16,192
shares
|
$3.88 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
16,106
shares
|
$3.86 Million
0.05% of portfolio
|
Q2 2024
Reduced 63.85%
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
16,014
shares
|
$3.84 Million
1.08% of portfolio
|
Q2 2024
Added 4.04%
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
15,885
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2024
Reduced 88.26%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
15,648
shares
|
$3.75 Million
0.01% of portfolio
|
Q2 2024
Added 39.94%
|
|
Fulton Bank, N.A.
|
Jul 09, 2024 Q2 2024 |
15,488
shares
|
$3.71 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
15,400
shares
|
$3.69 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
15,277
shares
|
$3.66 Million
0.68% of portfolio
|
Q2 2024
Added 18.15%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
15,199
shares
|
$3.64 Million
0.05% of portfolio
|
Q2 2024
Added 126.18%
|
|
Unison Advisors LLC
|
Jul 12, 2024 Q2 2024 |
15,165
shares
|
$3.64 Million
0.39% of portfolio
|
Q2 2024
Added 0.44%
|
|
Lincoln Capital LLC
|
Jul 22, 2024 Q2 2024 |
14,943
shares
|
$3.58 Million
0.69% of portfolio
|
Q2 2024
Added 0.01%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,868
shares
|
$3.56 Million
0.3% of portfolio
|
Q2 2023
Added 1.49%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,822
shares
|
$3.55 Million
0.18% of portfolio
|
Q2 2022
Added 1.09%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
14,720
shares
|
$3.53 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
14,711
shares
|
$3.53 Million
0.08% of portfolio
|
Q2 2024
Added 1.21%
|
|
Hartford Investment Management CO
|
Aug 01, 2024 Q2 2024 |
14,699
shares
|
$3.52 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,662
shares
|
$3.52 Million
0.7% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
14,652
shares
|
$3.51 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Aug 14, 2024 Q2 2024 |
14,505
shares
|
$3.48 Million
3.87% of portfolio
|
Q2 2024
Reduced 43.3%
|