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 |
---|---|---|---|---|---|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
500
shares
|
$119,875
0.05% of portfolio
|
Q4 2022
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
475
shares
|
$113,881
0.01% of portfolio
|
Q3 2022
Reduced 20.3%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
471
shares
|
$112,922
0.01% of portfolio
|
Q2 2024
Reduced 13.74%
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
469
shares
|
$112,442
0.0% of portfolio
|
Q4 2023
Added 42.12%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
460
shares
|
$110,285
0.04% of portfolio
|
Q2 2024
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
457
shares
|
$109,565
0.03% of portfolio
|
Q2 2024
Added 19.95%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
430
shares
|
$103,092
0.0% of portfolio
|
Q2 2024
Reduced 10.04%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
426
shares
|
$102,133
0.04% of portfolio
|
Q2 2024
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
426
shares
|
$102,133
0.03% of portfolio
|
Q2 2024
New holding
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
420
shares
|
$100,695
0.03% of portfolio
|
Q4 2023
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
413
shares
|
$99,016
0.01% of portfolio
|
Q1 2024
Added 65.86%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
412
shares
|
$98,777
0.0% of portfolio
|
Q2 2024
Reduced 51.01%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
409
shares
|
$98,057
0.02% of portfolio
|
Q2 2024
Added 3.54%
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 15, 2024 Q2 2024 |
407
shares
|
$97,578
0.01% of portfolio
|
Q4 2023
Added 40.83%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
406
shares
|
$97,338
0.01% of portfolio
|
Q2 2024
Added 666.04%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
400
shares
|
$95,900
0.01% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
387
shares
|
$92,783
0.03% of portfolio
|
Q2 2024
Added 0.52%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Aug 07, 2024 Q2 2024 |
372
shares
|
$89,187
0.02% of portfolio
|
Q3 2023
Reduced 31.99%
|
|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
364
shares
|
$87,269
0.03% of portfolio
|
Q1 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
364
shares
|
$87,269
0.02% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
360
shares
|
$86,310
0.12% of portfolio
|
Q1 2024
Added 16.13%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
354
shares
|
$84,871
0.01% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
351
shares
|
$84,152
0.04% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
Rogco, LP
Claremore, OK |
Aug 14, 2024 Q2 2024 |
343
shares
|
$82,234
0.03% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
342
shares
|
$81,994
0.01% of portfolio
|
Q2 2024
Added 0.59%
|