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 |
---|---|---|---|---|---|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
10,002
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 25.45%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
10,000
shares
|
$2.4 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,000
shares
|
$2.4 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Aug 13, 2024 Q2 2024 |
9,892
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2024
Added 6.46%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
9,810
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2024
Added 13.59%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
9,761
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2024
Added 0.26%
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Jul 25, 2024 Q2 2024 |
9,740
shares
|
$2.34 Million
0.17% of portfolio
|
Q1 2019
New holding
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 07, 2024 Q2 2024 |
9,652
shares
|
$2.31 Million
0.21% of portfolio
|
Q3 2023
Reduced 17.16%
|
|
Everence Capital Management Inc
|
Jul 03, 2024 Q2 2024 |
9,613
shares
|
$2.3 Million
0.14% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
9,586
shares
|
$2.3 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
9,539
shares
|
$2.29 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
9,523
shares
|
$2.28 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
9,520
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
9,515
shares
|
$2.28 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
9,514
shares
|
$2.28 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,347
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2022
Reduced 7.46%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
9,339
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2024
Added 5.92%
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,332
shares
|
$2.24 Million
1.25% of portfolio
|
Q1 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
9,271
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
9,267
shares
|
$2.22 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,219
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2023
Added 2.79%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
9,163
shares
|
$2.2 Million
0.12% of portfolio
|
Q2 2024
Added 33.18%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
9,158
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2024
Added 51.65%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
9,074
shares
|
$2.18 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Entropy Technologies, LP
New York, NY |
Aug 12, 2024 Q2 2024 |
9,069
shares
|
$2.17 Million
0.2% of portfolio
|
Q2 2024
Added 213.91%
|