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 1,583 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
1,889
shares
|
$485,265
0.07% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
1,884
shares
|
$483,980
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,863
shares
|
$478,586
0.17% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,862
shares
|
$478,329
0.07% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,853
shares
|
$476,017
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
1,848
shares
|
$474,732
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,845
shares
|
$473,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,842
shares
|
$473,191
0.08% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,838
shares
|
$472,163
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
1,833
shares
|
$470,879
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Jul 23, 2024 Q2 2024 |
1,832
shares
|
$470,622
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
1,830
shares
|
$470,108
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,827
shares
|
$469,338
0.03% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
1,820
shares
|
$467,539
0.03% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
1,814
shares
|
$465,998
0.08% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,807
shares
|
$464,200
0.21% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,805
shares
|
$463,686
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
1,797
shares
|
$461,631
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,794
shares
|
$460,860
0.03% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Aug 14, 2024 Q2 2024 |
1,794
shares
|
$460,860
0.01% of portfolio
|
Q2 2024
Added 43.41%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,782
shares
|
$457,777
0.04% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,780
shares
|
$457,264
0.0% of portfolio
|
Q2 2024
Added 172.59%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,772
shares
|
$455,209
0.14% of portfolio
|
Q3 2022
Reduced 38.28%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
1,760
shares
|
$452,126
0.11% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,759
shares
|
$451,869
0.01% of portfolio
|
Q3 2024
Added 3.71%
|