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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,444
shares
|
$370,949
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,444
shares
|
$370,949
0.1% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,441
shares
|
$370,178
0.08% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,440
shares
|
$369,921
0.02% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,438
shares
|
$369,407
0.01% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
1,435
shares
|
$368,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,433
shares
|
$368,123
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2024 Q2 2024 |
1,432
shares
|
$367,866
0.05% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
1,427
shares
|
$366,582
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,421
shares
|
$365,040
0.02% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2024 Q2 2024 |
1,412
shares
|
$362,728
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,409
shares
|
$361,958
0.01% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
1,403
shares
|
$360,416
0.0% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,400
shares
|
$359,646
0.01% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
1,394
shares
|
$358,104
0.09% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,387
shares
|
$356,306
0.01% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,385
shares
|
$355,792
0.01% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
1,384
shares
|
$355,535
0.13% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,383
shares
|
$355,278
0.01% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,383
shares
|
$355,278
0.14% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
1,379
shares
|
$354,251
0.16% of portfolio
|
Q3 2024
Added 38.45%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,377
shares
|
$353,737
0.02% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,376
shares
|
$353,480
0.1% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
1,365
shares
|
$350,654
0.02% of portfolio
|
Q3 2024
Reduced 28.27%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
1,355
shares
|
$348,085
0.07% of portfolio
|
Q3 2024
Reduced 3.56%
|