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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,798
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,763
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2024
Added 143.45%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
6,748
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
6,713
shares
|
$1.72 Million
1.19% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,707
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
6,695
shares
|
$1.72 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
6,609
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2024
Added 18.57%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
6,550
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
6,546
shares
|
$1.68 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
6,543
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2024
Reduced 18.19%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
6,522
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
6,492
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2024
Added 8.53%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,475
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
6,467
shares
|
$1.66 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,450
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,440
shares
|
$1.65 Million
0.21% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
6,370
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2024
Reduced 60.71%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,348
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,345
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
6,344
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
6,258
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2024
Added 27.04%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,244
shares
|
$1.6 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
6,224
shares
|
$1.6 Million
0.8% of portfolio
|
Q2 2022
Reduced 2.2%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
6,215
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
6,211
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Added 65.41%
|