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 $42.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,189
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
5,167
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 86.84%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
5,141
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
5,112
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2021
Reduced 0.54%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
5,088
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2024
Added 15.19%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
5,035
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2024
Added 13.32%
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 08, 2024 Q2 2024 |
5,017
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2024
Added 0.2%
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 16, 2024 Q2 2024 |
4,967
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
4,949
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
4,926
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2024
Added 162.58%
|
|
Union Savings Bank
Litchfield, CT |
Aug 01, 2024 Q2 2024 |
4,887
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2024 Q2 2024 |
4,875
shares
|
$1.16 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
4,852
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Added 4.73%
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,838
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2024
Added 1.21%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
4,794
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
4,793
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
4,778
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Added 0.7%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
4,768
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
4,760
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Added 11.74%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
4,753
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Added 27.73%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
4,742
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Added 4.22%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
4,738
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
4,737
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
4,736
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
4,715
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2024
Reduced 20.92%
|