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 |
---|---|---|---|---|---|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,910
shares
|
$691,357
0.01% of portfolio
|
Q2 2024
Added 2.14%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,909
shares
|
$691,120
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
2,900
shares
|
$688,982
0.04% of portfolio
|
Q2 2024
Added 0.42%
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,899
shares
|
$688,744
0.76% of portfolio
|
Q3 2023
Added 9.4%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
2,894
shares
|
$687,556
0.01% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
Inceptionr LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
2,877
shares
|
$683,517
0.17% of portfolio
|
Q2 2024
Reduced 61.81%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
2,875
shares
|
$683,042
0.05% of portfolio
|
Q2 2024
Added 33.78%
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2024 Q2 2024 |
2,874
shares
|
$682,804
0.01% of portfolio
|
Q2 2024
Reduced 63.5%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
2,869
shares
|
$681,617
0.15% of portfolio
|
Q2 2024
Added 3.61%
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
2,865
shares
|
$680,666
0.28% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
2,862
shares
|
$679,953
0.18% of portfolio
|
Q2 2024
Added 0.14%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
2,858
shares
|
$679,003
0.24% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
2,856
shares
|
$678,528
0.38% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,840
shares
|
$674,727
0.22% of portfolio
|
Q1 2020
Reduced 57.29%
|
|
Verdad Advisers, LP
Boston, MA |
Aug 06, 2024 Q2 2024 |
2,830
shares
|
$672,351
0.67% of portfolio
|
Q1 2024
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
2,817
shares
|
$669,262
0.01% of portfolio
|
Q2 2024
Added 10.21%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,800
shares
|
$665,224
0.04% of portfolio
|
Q4 2023
Added 424.34%
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 19, 2024 Q2 2024 |
2,795
shares
|
$664,036
0.0% of portfolio
|
Q1 2024
Added 65.15%
|
|
Brave Asset Management Inc
|
Jul 15, 2024 Q2 2024 |
2,780
shares
|
$660,472
0.14% of portfolio
|
Q2 2024
Added 0.25%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,764
shares
|
$656,671
0.14% of portfolio
|
Q3 2023
Added 1.47%
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
2,764
shares
|
$656,671
0.23% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
2,758
shares
|
$655,245
0.02% of portfolio
|
Q2 2024
Added 0.18%
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
2,757
shares
|
$655,008
0.08% of portfolio
|
Q2 2024
Added 0.04%
|
|
Qtron Investments LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
2,755
shares
|
$654,532
0.08% of portfolio
|
Q1 2024
Added 11.4%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
2,752
shares
|
$653,820
0.01% of portfolio
|
Q2 2024
Reduced 30.33%
|