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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,347
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2022
Reduced 7.46%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
9,343
shares
|
$2.4 Million
1.33% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
9,339
shares
|
$2.4 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
|
$2.4 Million
1.25% of portfolio
|
Q1 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,327
shares
|
$2.4 Million
0.2% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,272
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
9,267
shares
|
$2.38 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,219
shares
|
$2.37 Million
0.05% of portfolio
|
Q4 2023
Added 2.79%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
9,200
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Added 46.03%
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
9,163
shares
|
$2.35 Million
0.12% of portfolio
|
Q2 2024
Added 33.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
9,158
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2024
Added 51.65%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
9,032
shares
|
$2.32 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
8,918
shares
|
$2.29 Million
0.47% of portfolio
|
Q3 2024
Added 27.25%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
8,898
shares
|
$2.29 Million
0.63% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Aug 14, 2024 Q2 2024 |
8,823
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 19, 2024 Q2 2024 |
8,715
shares
|
$2.24 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
8,705
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,675
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
8,672
shares
|
$2.23 Million
0.33% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,642
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,627
shares
|
$2.22 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
8,513
shares
|
$2.19 Million
1.62% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,511
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2024 Q2 2024 |
8,470
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2024
Reduced 79.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
8,376
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.26%
|