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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
950
shares
|
$244,045
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
949
shares
|
$243,788
0.04% of portfolio
|
Q1 2024
Added 25.03%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
949
shares
|
$243,788
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
947
shares
|
$243,274
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
945
shares
|
$242,761
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
944
shares
|
$242,504
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
943
shares
|
$242,247
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
933
shares
|
$239,678
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
926
shares
|
$237,880
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
919
shares
|
$236,081
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
918
shares
|
$235,825
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
916
shares
|
$235,311
0.02% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
916
shares
|
$235,311
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
915
shares
|
$235,054
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
915
shares
|
$235,054
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
911
shares
|
$234,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
911
shares
|
$234,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
910
shares
|
$233,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
910
shares
|
$233,769
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
909
shares
|
$233,513
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
909
shares
|
$233,513
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
908
shares
|
$233,256
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
907
shares
|
$232,999
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
906
shares
|
$232,742
0.02% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
896
shares
|
$230,173
0.01% of portfolio
|
Q3 2024
New holding
|