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 |
---|---|---|---|---|---|
Stiles Financial Services Inc
|
Aug 01, 2024 Q2 2024 |
2,608
shares
|
$619,608
0.21% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,607
shares
|
$619,371
0.12% of portfolio
|
Q2 2024
Reduced 66.3%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
2,606
shares
|
$619,133
0.05% of portfolio
|
Q2 2024
Added 9.04%
|
|
Franklin Street Advisors Inc
|
Jul 18, 2024 Q2 2024 |
2,579
shares
|
$612,718
0.04% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Lvw Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
2,574
shares
|
$611,530
0.08% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,573
shares
|
$611,293
0.05% of portfolio
|
Q4 2023
Reduced 67.17%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,571
shares
|
$610,818
0.05% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 12, 2024 Q2 2024 |
2,564
shares
|
$609,155
0.28% of portfolio
|
Q4 2023
Reduced 52.05%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
2,559
shares
|
$607,967
0.08% of portfolio
|
Q2 2024
Added 0.04%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
2,550
shares
|
$605,829
0.05% of portfolio
|
Q1 2024
New holding
|
|
First National Bank Sioux Falls
|
Jul 31, 2024 Q2 2024 |
2,549
shares
|
$605,591
0.27% of portfolio
|
Q2 2024
Added 0.99%
|
|
Fil LTD
Hamilton, D0 |
Aug 13, 2024 Q2 2024 |
2,538
shares
|
$602,978
0.0% of portfolio
|
Q2 2024
Added 308.7%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
2,527
shares
|
$600,364
0.02% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
Htlf Bank
Denver, CO |
Jul 23, 2024 Q2 2024 |
2,513
shares
|
$597,038
0.06% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$593,950
0.26% of portfolio
|
Q2 2024
Added 0.08%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
2,492
shares
|
$592,049
0.04% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,490
shares
|
$591,574
0.03% of portfolio
|
Q3 2022
New holding
|
|
Jeppson Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
2,490
shares
|
$591,574
0.19% of portfolio
|
Q3 2023
New holding
|
|
Grimes & Company, Inc.
|
Jul 22, 2024 Q2 2024 |
2,455
shares
|
$583,258
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,445
shares
|
$580,883
0.27% of portfolio
|
Q1 2024
Reduced 67.69%
|
|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
2,436
shares
|
$578,744
0.12% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
2,424
shares
|
$575,893
0.12% of portfolio
|
Q2 2024
Added 2.84%
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2024 Q2 2024 |
2,420
shares
|
$574,943
0.28% of portfolio
|
Q3 2023
Reduced 2.81%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
2,412
shares
|
$573,042
0.05% of portfolio
|
Q1 2024
Reduced 12.2%
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jul 25, 2024 Q2 2024 |
2,400
shares
|
$570,192
0.18% of portfolio
|
Q2 2024
Added 14.29%
|