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 |
---|---|---|---|---|---|
Ridgecrest Wealth Partners, LLC
|
Aug 05, 2024 Q2 2024 |
2,065
shares
|
$490,602
0.25% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
2,057
shares
|
$488,702
0.12% of portfolio
|
Q2 2024
Added 1.48%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
2,056
shares
|
$488,464
0.11% of portfolio
|
Q3 2022
New holding
|
|
Boston Trust Walden Corp
|
Jul 19, 2024 Q2 2024 |
2,053
shares
|
$487,751
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
2,044
shares
|
$485,613
0.02% of portfolio
|
Q2 2024
Reduced 89.81%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
2,043
shares
|
$485,375
0.08% of portfolio
|
Q2 2024
Added 0.94%
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$484,663
0.03% of portfolio
|
Q2 2024
Added 0.2%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
2,032
shares
|
$482,762
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ledyard National Bank
|
Aug 05, 2024 Q2 2024 |
2,028
shares
|
$481,812
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
2,016
shares
|
$478,961
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
2,015
shares
|
$478,723
0.23% of portfolio
|
Q2 2023
Added 1.61%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
2,013
shares
|
$478,248
0.04% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,009
shares
|
$477,298
0.04% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
1,994
shares
|
$473,734
0.0% of portfolio
|
Q2 2024
Added 51.06%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
1,990
shares
|
$472,784
0.04% of portfolio
|
Q2 2024
Added 1.22%
|
|
Invesco, LLC
Des Plaines, IL |
Aug 07, 2024 Q2 2024 |
1,988
shares
|
$472,309
0.17% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 10, 2024 Q2 2024 |
1,972
shares
|
$468,507
0.06% of portfolio
|
Q2 2024
Added 48.94%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
1,964
shares
|
$466,607
0.0% of portfolio
|
Q2 2024
Added 8.15%
|
|
Defined Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,963
shares
|
$466,369
0.28% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
1,963
shares
|
$466,369
0.26% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
1,960
shares
|
$465,656
0.02% of portfolio
|
Q2 2024
Added 184.06%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
1,952
shares
|
$463,756
0.11% of portfolio
|
Q2 2023
Added 1.93%
|
|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
1,947
shares
|
$462,568
0.04% of portfolio
|
Q2 2024
Added 0.57%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
1,947
shares
|
$462,568
0.03% of portfolio
|
Q2 2024
Added 2.2%
|
|
Northeast Investment Management
|
Jul 26, 2024 Q2 2024 |
1,942
shares
|
$461,380
0.02% of portfolio
|
Q4 2023
Reduced 31.91%
|