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 |
---|---|---|---|---|---|
Busey Wealth Management
|
Jul 23, 2024 Q2 2024 |
1,690
shares
|
$401,510
0.01% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
1,687
shares
|
$400,797
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,687
shares
|
$400,797
0.01% of portfolio
|
Q2 2024
Added 1.81%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
1,681
shares
|
$399,371
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Legacy Financial Group LLC
|
Jul 17, 2024 Q2 2024 |
1,679
shares
|
$398,896
0.07% of portfolio
|
Q2 2024
New holding
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
1,672
shares
|
$397,233
0.08% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
Thomasville National Bank
|
Jul 10, 2024 Q2 2024 |
1,670
shares
|
$396,758
0.03% of portfolio
|
Q2 2024
Added 6.85%
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 17, 2024 Q2 2024 |
1,666
shares
|
$395,808
0.02% of portfolio
|
Q4 2022
Added 22.68%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,638
shares
|
$389,156
0.02% of portfolio
|
Q2 2024
Reduced 17.44%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
1,638
shares
|
$389,156
0.01% of portfolio
|
Q2 2024
Added 7.13%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
1,635
shares
|
$388,443
0.06% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
1,635
shares
|
$388,443
0.02% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
1,635
shares
|
$388,443
0.03% of portfolio
|
Q1 2024
Reduced 8.4%
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
1,633
shares
|
$387,968
0.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
1,624
shares
|
$385,829
0.03% of portfolio
|
Q2 2024
Added 8.7%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,612
shares
|
$382,978
0.09% of portfolio
|
Q2 2023
Added 0.75%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
1,605
shares
|
$381,315
0.06% of portfolio
|
Q4 2023
Added 3.95%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
1,603
shares
|
$380,840
0.02% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
1,602
shares
|
$380,603
0.01% of portfolio
|
Q2 2024
New holding
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
1,597
shares
|
$379,415
0.03% of portfolio
|
Q2 2024
Added 0.06%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
1,592
shares
|
$378,227
0.09% of portfolio
|
Q2 2024
Added 1.27%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Aug 27, 2024 Q2 2024 |
1,592
shares
|
$378,227
0.14% of portfolio
|
Q2 2024
New holding
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,591
shares
|
$377,989
0.03% of portfolio
|
Q1 2022
New holding
|
|
Renaissance Group LLC
Covington, KY |
Aug 14, 2024 Q2 2024 |
1,587
shares
|
$377,039
0.01% of portfolio
|
Q2 2024
Added 1.41%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,583
shares
|
$376,089
0.03% of portfolio
|
Q1 2024
Reduced 59.62%
|