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 |
---|---|---|---|---|---|
Bremer Bank National Association
|
Jul 16, 2024 Q2 2024 |
1,581
shares
|
$375,613
0.06% of portfolio
|
Q2 2024
Reduced 44.87%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,581
shares
|
$375,613
0.02% of portfolio
|
Q4 2022
Added 5.97%
|
|
Somerville Kurt F
|
Aug 12, 2024 Q2 2024 |
1,575
shares
|
$374,188
0.05% of portfolio
|
Q4 2020
New holding
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
1,565
shares
|
$371,812
0.01% of portfolio
|
Q2 2024
New holding
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
1,562
shares
|
$371,099
0.02% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
1,550
shares
|
$368,249
0.04% of portfolio
|
Q2 2023
New holding
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Aug 14, 2024 Q2 2024 |
1,549
shares
|
$368,011
1.32% of portfolio
|
Q2 2024
New holding
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,528
shares
|
$363,022
0.02% of portfolio
|
Q2 2024
Added 74.03%
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,525
shares
|
$362,309
0.14% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
1,522
shares
|
$361,596
0.15% of portfolio
|
Q3 2021
Reduced 12.18%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
1,521
shares
|
$361,359
0.02% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
1,518
shares
|
$360,646
0.1% of portfolio
|
Q4 2023
Reduced 0.13%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
1,518
shares
|
$360,646
0.1% of portfolio
|
Q2 2024
Added 0.07%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
1,518
shares
|
$360,646
0.05% of portfolio
|
Q2 2024
Added 3.05%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
1,516
shares
|
$360,171
0.02% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
1,516
shares
|
$360,171
0.1% of portfolio
|
Q4 2023
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
1,514
shares
|
$359,696
0.01% of portfolio
|
Q2 2024
Added 7.22%
|
|
West Coast Financial LLC
|
Jul 19, 2024 Q2 2024 |
1,509
shares
|
$358,508
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
1,508
shares
|
$358,270
0.0% of portfolio
|
Q2 2024
Added 29.33%
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
1,503
shares
|
$357,082
0.04% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
1,502
shares
|
$356,845
0.02% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$356,370
0.23% of portfolio
|
Q2 2024
Added 63.93%
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 08, 2024 Q2 2024 |
1,495
shares
|
$355,182
0.13% of portfolio
|
Q4 2020
New holding
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,493
shares
|
$354,706
0.18% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
Windsor Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
1,490
shares
|
$353,994
0.1% of portfolio
|
Q1 2024
Added 0.13%
|