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 |
---|---|---|---|---|---|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
964
shares
|
$231,119
0.02% of portfolio
|
Q4 2023
Added 0.1%
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
950
shares
|
$227,762
0.01% of portfolio
|
Q2 2021
New holding
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
949
shares
|
$227,522
0.04% of portfolio
|
Q1 2024
Added 25.03%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
911
shares
|
$218,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
Peak6 Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
910
shares
|
$218,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
909
shares
|
$217,932
0.05% of portfolio
|
Q1 2024
New holding
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
877
shares
|
$210,260
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
869
shares
|
$208,342
0.05% of portfolio
|
Q2 2024
Added 249.0%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
868
shares
|
$208,103
0.01% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
867
shares
|
$207,863
0.14% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
860
shares
|
$206,185
0.03% of portfolio
|
Q2 2024
Added 0.58%
|
|
First Community Trust Na
|
Jul 15, 2024 Q2 2024 |
845
shares
|
$202,588
0.15% of portfolio
|
Q4 2021
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
839
shares
|
$201,150
0.01% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
834
shares
|
$199,951
0.07% of portfolio
|
Q1 2024
Added 4.25%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
798
shares
|
$191,320
0.05% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
Cnb Bank
Clearfield, PA |
Aug 08, 2024 Q2 2024 |
794
shares
|
$190,361
0.08% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
789
shares
|
$189,162
0.03% of portfolio
|
Q2 2024
Added 112.67%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
774
shares
|
$185,566
0.02% of portfolio
|
Q1 2021
Reduced 50.7%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
756
shares
|
$181,251
0.01% of portfolio
|
Q2 2024
Added 509.68%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
750
shares
|
$179,812
0.03% of portfolio
|
Q2 2022
Added 36.36%
|
|
Field & Main Bank
|
Jul 25, 2024 Q2 2024 |
743
shares
|
$178,134
0.06% of portfolio
|
Q2 2021
New holding
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
743
shares
|
$178,134
0.05% of portfolio
|
Q3 2023
Added 5.99%
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
740
shares
|
$177,415
0.01% of portfolio
|
Q2 2024
Added 1.09%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
730
shares
|
$175,017
0.04% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
700
shares
|
$167,825
0.07% of portfolio
|
Q3 2022
New holding
|