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 $42.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,304
shares
|
$309,804
0.0% of portfolio
|
Q1 2022
New holding
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,303
shares
|
$309,566
0.12% of portfolio
|
Q1 2023
New holding
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
1,303
shares
|
$309,566
0.05% of portfolio
|
Q2 2024
Added 25.89%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
1,302
shares
|
$309,329
0.02% of portfolio
|
Q4 2023
Added 0.46%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
1,299
shares
|
$308,616
0.04% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
1,294
shares
|
$307,428
0.03% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
1,291
shares
|
$306,715
0.02% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
1,288
shares
|
$306,003
0.1% of portfolio
|
Q2 2024
New holding
|
|
Live Oak Private Wealth LLC
|
Jul 17, 2024 Q2 2024 |
1,286
shares
|
$305,527
0.05% of portfolio
|
Q4 2022
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
1,285
shares
|
$305,290
0.22% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
Monument Capital Management
|
Jul 19, 2024 Q2 2024 |
1,271
shares
|
$301,964
0.08% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
1,270
shares
|
$301,726
0.02% of portfolio
|
Q2 2024
New holding
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
1,270
shares
|
$301,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
1,268
shares
|
$301,251
0.13% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,260
shares
|
$299,350
0.0% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
1,252
shares
|
$297,450
0.05% of portfolio
|
Q1 2024
Reduced 16.48%
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 05, 2024 Q2 2024 |
1,250
shares
|
$296,975
0.2% of portfolio
|
Q3 2023
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,249
shares
|
$296,737
0.05% of portfolio
|
Q1 2024
Added 1.13%
|
|
Advisors Management Group Inc
|
Jul 31, 2024 Q2 2024 |
1,248
shares
|
$296,499
0.06% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,248
shares
|
$296,499
0.01% of portfolio
|
Q2 2024
Reduced 53.28%
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
1,236
shares
|
$293,648
0.11% of portfolio
|
Q4 2022
New holding
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
1,234
shares
|
$293,173
0.02% of portfolio
|
Q1 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
1,231
shares
|
$292,460
0.18% of portfolio
|
Q1 2024
Reduced 38.26%
|
|
Liberty Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
1,230
shares
|
$292,223
0.06% of portfolio
|
Q4 2022
New holding
|
|
Spc Financial, Inc.
|
Aug 21, 2024 Q2 2024 |
1,230
shares
|
$292,223
0.02% of portfolio
|
Q2 2024
Added 0.33%
|