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 |
---|---|---|---|---|---|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
1,227
shares
|
$294,173
0.08% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
1,224
shares
|
$293,454
0.06% of portfolio
|
Q2 2024
Added 5.52%
|
|
Ivc Wealth Advisors LLC
|
Jul 16, 2024 Q2 2024 |
1,220
shares
|
$292,495
0.14% of portfolio
|
Q2 2024
Added 2.52%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
1,217
shares
|
$291,775
0.05% of portfolio
|
Q2 2023
New holding
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
1,215
shares
|
$291,296
0.05% of portfolio
|
Q4 2023
New holding
|
|
Ariston Services Group
San Diego, CA |
Jul 17, 2024 Q2 2024 |
1,215
shares
|
$291,296
0.24% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
1,213
shares
|
$290,816
0.03% of portfolio
|
Q2 2024
Added 1.25%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
1,209
shares
|
$289,857
0.11% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 24, 2024 Q2 2024 |
1,206
shares
|
$289,138
0.02% of portfolio
|
Q2 2024
Reduced 33.0%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
1,205
shares
|
$288,898
0.01% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 18, 2024 Q2 2024 |
1,201
shares
|
$287,939
0.12% of portfolio
|
Q2 2024
Added 9.28%
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 25, 2024 Q2 2024 |
1,200
shares
|
$287,700
0.15% of portfolio
|
Q4 2023
New holding
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
1,200
shares
|
$287,700
0.07% of portfolio
|
Q4 2023
New holding
|
|
Means Investment Co., Inc.
|
Jul 19, 2024 Q2 2024 |
1,197
shares
|
$286,980
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
1,191
shares
|
$285,542
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
New Potomac Partners, LLC
|
Jul 17, 2024 Q2 2024 |
1,184
shares
|
$283,864
0.13% of portfolio
|
Q1 2024
Reduced 18.01%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
1,175
shares
|
$281,706
0.01% of portfolio
|
Q2 2024
New holding
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,174
shares
|
$281,466
0.05% of portfolio
|
Q2 2023
New holding
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
1,172
shares
|
$280,987
0.06% of portfolio
|
Q1 2024
Added 0.17%
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
1,169
shares
|
$280,267
0.02% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,168
shares
|
$280,028
0.01% of portfolio
|
Q2 2024
New holding
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
1,164
shares
|
$279,069
0.01% of portfolio
|
Q2 2024
Added 27.07%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
1,164
shares
|
$279,069
0.18% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
1,163
shares
|
$278,829
0.03% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,163
shares
|
$278,829
0.03% of portfolio
|
Q2 2024
New holding
|