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 |
---|---|---|---|---|---|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,882
shares
|
$922,285
0.06% of portfolio
|
Q3 2022
Added 0.7%
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,878
shares
|
$921,335
0.4% of portfolio
|
Q2 2024
New holding
|
|
Copperwynd Financial, LLC
|
Aug 15, 2024 Q2 2024 |
3,841
shares
|
$912,544
0.25% of portfolio
|
Q2 2024
Added 5.03%
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
3,839
shares
|
$912,069
0.01% of portfolio
|
Q2 2024
Added 7.66%
|
|
Jb Capital LLC
|
Jul 24, 2024 Q2 2024 |
3,797
shares
|
$902,091
0.05% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
3,781
shares
|
$898,289
0.07% of portfolio
|
Q2 2024
Added 4.88%
|
|
Kanawha Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
3,778
shares
|
$897,577
0.06% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
High Note Wealth, LLC
Deephaven, MN |
Aug 02, 2024 Q2 2024 |
3,762
shares
|
$893,775
0.23% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
3,739
shares
|
$888,311
0.0% of portfolio
|
Q2 2024
Added 2.61%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
3,729
shares
|
$885,935
0.08% of portfolio
|
Q2 2024
Added 19.6%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,697
shares
|
$878,333
0.04% of portfolio
|
Q3 2022
Added 19.37%
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
3,665
shares
|
$870,730
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
3,649
shares
|
$866,929
0.53% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
3,606
shares
|
$856,713
0.01% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
3,602
shares
|
$855,763
0.05% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
3,577
shares
|
$849,823
0.05% of portfolio
|
Q2 2024
Added 56.47%
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
3,565
shares
|
$846,972
0.39% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
3,555
shares
|
$844,596
0.0% of portfolio
|
Q2 2024
New holding
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,555
shares
|
$844,596
0.02% of portfolio
|
Q2 2024
Added 190.2%
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
3,550
shares
|
$843,409
0.1% of portfolio
|
Q2 2024
Reduced 52.94%
|
|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
3,538
shares
|
$840,558
0.21% of portfolio
|
Q3 2022
Reduced 0.25%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
3,532
shares
|
$839,132
0.04% of portfolio
|
Q4 2023
Added 5.88%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
3,517
shares
|
$835,568
0.03% of portfolio
|
Q2 2024
Added 88.38%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,495
shares
|
$830,342
0.04% of portfolio
|
Q2 2024
Added 12.78%
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,495
shares
|
$830,342
0.05% of portfolio
|
Q2 2024
Reduced 7.88%
|