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 |
---|---|---|---|---|---|
Nixon Peabody Trust CO
Boston, MA |
Jul 26, 2024 Q2 2024 |
2,751
shares
|
$653,582
0.05% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
2,732
shares
|
$649,068
0.05% of portfolio
|
Q1 2024
Added 4.79%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
2,731
shares
|
$648,830
0.02% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
Lmcg Investments, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
2,730
shares
|
$648,593
0.03% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
2,727
shares
|
$647,880
0.13% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,723
shares
|
$646,930
0.07% of portfolio
|
Q2 2024
Added 21.45%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
2,721
shares
|
$646,455
0.02% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,720
shares
|
$646,217
0.02% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
2,717
shares
|
$645,504
0.02% of portfolio
|
Q2 2024
Added 63.38%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
2,708
shares
|
$643,366
0.04% of portfolio
|
Q2 2024
Added 5.17%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,689
shares
|
$638,852
0.02% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,688
shares
|
$638,615
0.02% of portfolio
|
Q2 2024
Added 4.92%
|
|
Trust Asset Management LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
2,684
shares
|
$637,664
0.05% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
Rinkey Investments
San Diego, CA |
Jul 31, 2024 Q2 2024 |
2,675
shares
|
$635,526
0.2% of portfolio
|
Q4 2023
New holding
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
2,666
shares
|
$633,388
0.25% of portfolio
|
Q2 2024
Added 17.39%
|
|
Foundation Resource Management Inc
|
Jul 10, 2024 Q2 2024 |
2,665
shares
|
$633,150
0.09% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
2,659
shares
|
$631,725
0.03% of portfolio
|
Q2 2024
Added 9.29%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
2,654
shares
|
$630,537
0.0% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
2,653
shares
|
$630,299
0.04% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Clear Harbor Asset Management, LLC
|
Jul 17, 2024 Q2 2024 |
2,628
shares
|
$624,360
0.05% of portfolio
|
Q2 2024
Added 0.27%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
2,621
shares
|
$622,697
0.12% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
2,621
shares
|
$622,697
0.01% of portfolio
|
Q2 2024
Reduced 19.63%
|
|
Sky Investment Group LLC
|
Jul 16, 2024 Q2 2024 |
2,615
shares
|
$621,271
0.11% of portfolio
|
Q2 2023
Reduced 6.0%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,611
shares
|
$620,321
0.06% of portfolio
|
Q3 2023
Added 5.2%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
2,610
shares
|
$620,083
0.06% of portfolio
|
Q2 2024
Reduced 15.4%
|