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 |
---|---|---|---|---|---|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
4,179
shares
|
$992,846
0.05% of portfolio
|
Q2 2024
Added 22.66%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
4,178
shares
|
$992,609
0.03% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
4,174
shares
|
$991,658
0.03% of portfolio
|
Q1 2024
Reduced 15.61%
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,158
shares
|
$987,857
0.26% of portfolio
|
Q2 2024
Added 7.92%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
4,139
shares
|
$983,343
0.26% of portfolio
|
Q2 2024
Added 4.05%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
4,136
shares
|
$982,630
0.06% of portfolio
|
Q2 2024
Added 4.6%
|
|
Oak Thistle LLC
|
Aug 06, 2024 Q2 2024 |
4,089
shares
|
$971,464
0.64% of portfolio
|
Q2 2024
Added 268.71%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
4,072
shares
|
$967,425
0.43% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,064
shares
|
$965,525
0.03% of portfolio
|
Q2 2020
Added 1.13%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Jul 25, 2024 Q2 2024 |
4,058
shares
|
$964,099
0.41% of portfolio
|
Q2 2024
New holding
|
|
Abner Herrman & Brock LLC
|
Jul 18, 2024 Q2 2024 |
4,046
shares
|
$961,248
0.1% of portfolio
|
Q2 2024
Added 1.61%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
4,030
shares
|
$957,447
0.09% of portfolio
|
Q2 2024
New holding
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
4,026
shares
|
$956,497
0.08% of portfolio
|
Q2 2024
Added 0.78%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,003
shares
|
$951,032
0.06% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$950,320
0.47% of portfolio
|
Q2 2017
New holding
|
|
Vectors Research Management, LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
4,000
shares
|
$950,320
0.25% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
Quantbot Technologies LP
New York, NY |
Aug 09, 2024 Q2 2024 |
3,982
shares
|
$946,043
0.04% of portfolio
|
Q2 2024
Reduced 62.61%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,963
shares
|
$941,529
0.05% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 09, 2024 Q2 2024 |
3,939
shares
|
$935,827
0.09% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
3,938
shares
|
$935,590
0.02% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Aug 02, 2024 Q2 2024 |
3,919
shares
|
$931,076
0.58% of portfolio
|
Q2 2024
Added 0.59%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
3,913
shares
|
$929,650
0.21% of portfolio
|
Q2 2024
Added 0.8%
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
3,891
shares
|
$924,423
0.06% of portfolio
|
Q1 2024
Added 21.9%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
3,890
shares
|
$924,186
0.02% of portfolio
|
Q2 2024
Added 21.26%
|
|
Double Line ETF Adviser LP
Tampa, FL |
Aug 14, 2024 Q2 2024 |
3,886
shares
|
$923,235
0.21% of portfolio
|
Q2 2024
Reduced 3.64%
|