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 |
---|---|---|---|---|---|
Humankind Investments LLC
|
Aug 12, 2024 Q2 2024 |
1,007
shares
|
$241,428
0.06% of portfolio
|
Q2 2024
Reduced 32.6%
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 14, 2024 Q2 2024 |
1,005
shares
|
$240,948
0.18% of portfolio
|
Q2 2024
New holding
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,003
shares
|
$240,469
0.12% of portfolio
|
Q2 2024
Added 12.95%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 15, 2024 Q2 2024 |
1,001
shares
|
$239,989
0.05% of portfolio
|
Q1 2024
New holding
|
|
Signature Wealth Management Partners, LLC
|
Jul 15, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.15% of portfolio
|
Q1 2024
New holding
|
|
Legal Advantage Investments, Inc.
|
Jul 11, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.12% of portfolio
|
Q1 2024
New holding
|
|
Mill Capital Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.02% of portfolio
|
Q1 2024
New holding
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Aug 07, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.02% of portfolio
|
Q1 2024
New holding
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.08% of portfolio
|
Q1 2024
New holding
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.03% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$239,750
0.09% of portfolio
|
Q1 2024
New holding
|
|
Sageworth Trust CO
|
Jul 16, 2024 Q2 2024 |
998
shares
|
$239,270
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
997
shares
|
$239,030
0.19% of portfolio
|
Q1 2019
Reduced 6.21%
|
|
Sentry Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
996
shares
|
$238,791
0.09% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
Baron Wealth Management LLC
Troy, MI |
Aug 13, 2024 Q2 2024 |
996
shares
|
$238,791
0.1% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
994
shares
|
$238,311
0.11% of portfolio
|
Q1 2024
New holding
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
989
shares
|
$237,112
0.04% of portfolio
|
Q2 2024
Added 0.41%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
988
shares
|
$236,873
0.05% of portfolio
|
Q1 2024
New holding
|
|
Mc Lean Asset Management Corp
|
Jul 11, 2024 Q2 2024 |
985
shares
|
$236,153
0.07% of portfolio
|
Q2 2024
Added 1.65%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
985
shares
|
$236,153
0.03% of portfolio
|
Q1 2024
New holding
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jul 22, 2024 Q2 2024 |
985
shares
|
$236,153
0.11% of portfolio
|
Q2 2024
Reduced 76.02%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 30, 2024 Q2 2024 |
984
shares
|
$235,914
0.0% of portfolio
|
Q2 2024
Added 4.24%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
974
shares
|
$233,516
0.02% of portfolio
|
Q2 2024
Added 0.1%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
972
shares
|
$233,037
0.04% of portfolio
|
Q1 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
970
shares
|
$232,557
0.01% of portfolio
|
Q2 2024
Reduced 14.69%
|