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 |
---|---|---|---|---|---|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 08, 2024 Q2 2024 |
4,700
shares
|
$1.12 Million
0.77% of portfolio
|
Q2 2024
Added 3.23%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
4,698
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2024
Added 0.13%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,660
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
4,576
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Added 5.29%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
4,564
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2024
Added 44.75%
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
4,561
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
4,526
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Investors Asset Management Of Georgia Inc
|
Jul 29, 2024 Q2 2024 |
4,511
shares
|
$1.07 Million
0.45% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 18, 2024 Q2 2024 |
4,482
shares
|
$1.06 Million
0.62% of portfolio
|
Q2 2024
Added 0.16%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
4,439
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2023
Reduced 6.76%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
4,428
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 0.48%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,423
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 4.0%
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
4,409
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 2.18%
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
4,409
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
4,402
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
4,382
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
4,373
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.55%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,371
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
Searle & Co.
|
Jul 30, 2024 Q2 2024 |
4,304
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2023
Added 61.02%
|
|
Somerset Group LLC
Wayzata, MN |
Aug 12, 2024 Q2 2024 |
4,303
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2023
Reduced 72.7%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,238
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2024
Added 311.46%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
4,238
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
4,237
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
4,225
shares
|
$1 Million
0.2% of portfolio
|
Q1 2022
Added 61.38%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
4,223
shares
|
$1 Million
0.1% of portfolio
|
Q2 2024
Added 13.16%
|