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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,138
shares
|
$292,340
0.1% of portfolio
|
Q3 2024
Added 194.06%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
1,132
shares
|
$290,799
0.11% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,125
shares
|
$289,001
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,119
shares
|
$287,459
0.02% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
1,114
shares
|
$286,175
0.05% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,114
shares
|
$286,175
0.05% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,109
shares
|
$284,891
0.13% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,108
shares
|
$284,634
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,100
shares
|
$282,579
0.06% of portfolio
|
Q1 2021
Reduced 2.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,096
shares
|
$281,551
0.03% of portfolio
|
Q4 2022
Reduced 34.41%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,091
shares
|
$280,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
1,088
shares
|
$279,496
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2024 Q2 2024 |
1,085
shares
|
$278,725
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
1,078
shares
|
$276,927
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,077
shares
|
$276,670
0.07% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
1,076
shares
|
$276,413
0.03% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
1,072
shares
|
$275,386
0.01% of portfolio
|
Q2 2024
Added 22.94%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
1,071
shares
|
$275,129
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$275,129
0.03% of portfolio
|
Q4 2023
Added 9.34%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,069
shares
|
$274,615
0.02% of portfolio
|
Q2 2024
Added 6.9%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,066
shares
|
$273,844
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,065
shares
|
$273,587
0.06% of portfolio
|
Q2 2023
Added 2.8%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
1,061
shares
|
$272,560
0.06% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,059
shares
|
$272,046
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Aug 12, 2024 Q2 2024 |
1,043
shares
|
$267,936
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|