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 |
---|---|---|---|---|---|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,223
shares
|
$528,140
0.02% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Green Square Capital Advisors LLC
|
Aug 14, 2024 Q2 2024 |
2,217
shares
|
$526,714
0.06% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
2,216
shares
|
$526,477
0.04% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
2,213
shares
|
$525,764
0.05% of portfolio
|
Q2 2024
Added 2.69%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
2,207
shares
|
$524,339
0.01% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
2,205
shares
|
$523,863
0.02% of portfolio
|
Q2 2024
New holding
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
2,202
shares
|
$523,151
0.03% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
2,200
shares
|
$522,676
0.22% of portfolio
|
Q2 2024
Added 83.33%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
2,199
shares
|
$522,438
0.08% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,195
shares
|
$521,488
0.03% of portfolio
|
Q3 2022
Added 0.5%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
2,188
shares
|
$519,825
0.0% of portfolio
|
Q2 2024
Added 3.45%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,173
shares
|
$516,261
0.04% of portfolio
|
Q2 2024
Added 11.04%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
2,166
shares
|
$514,598
0.01% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
2,164
shares
|
$514,123
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 17, 2024 Q2 2024 |
2,154
shares
|
$511,747
0.36% of portfolio
|
Q4 2023
New holding
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
2,149
shares
|
$510,559
0.06% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
First Affirmative Financial Network
|
Jul 10, 2024 Q2 2024 |
2,124
shares
|
$504,619
0.3% of portfolio
|
Q2 2024
Added 4.22%
|
|
Keystone Financial Group
|
Jul 31, 2024 Q2 2024 |
2,117
shares
|
$502,956
0.16% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,113
shares
|
$502,006
0.01% of portfolio
|
Q3 2022
New holding
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
2,106
shares
|
$500,343
0.03% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
2,083
shares
|
$494,879
0.05% of portfolio
|
Q2 2024
Added 0.73%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,082
shares
|
$494,641
0.03% of portfolio
|
Q2 2023
Added 92.42%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
2,080
shares
|
$494,166
0.02% of portfolio
|
Q2 2024
Added 7.6%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,077
shares
|
$493,453
0.29% of portfolio
|
Q2 2023
Reduced 3.35%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Aug 14, 2024 Q2 2024 |
2,074
shares
|
$492,740
0.06% of portfolio
|
Q2 2024
Added 8.64%
|