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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
413
shares
|
$106,095
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
412
shares
|
$105,838
0.0% of portfolio
|
Q2 2024
Reduced 51.01%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
409
shares
|
$105,068
0.01% of portfolio
|
Q3 2024
Reduced 71.7%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
398
shares
|
$102,242
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
383
shares
|
$98,388
0.02% of portfolio
|
Q3 2024
Reduced 62.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
372
shares
|
$95,563
0.02% of portfolio
|
Q3 2023
Reduced 31.99%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
364
shares
|
$93,507
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
364
shares
|
$93,507
0.02% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
360
shares
|
$92,480
0.12% of portfolio
|
Q1 2024
Added 16.13%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
359
shares
|
$92,223
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
354
shares
|
$90,939
0.01% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
351
shares
|
$90,168
0.04% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
343
shares
|
$88,113
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
343
shares
|
$88,113
0.03% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
331
shares
|
$85,030
0.0% of portfolio
|
Q2 2024
Reduced 33.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
331
shares
|
$85,030
0.05% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
325
shares
|
$83,489
0.04% of portfolio
|
Q2 2022
Reduced 8.45%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
323
shares
|
$82,975
0.01% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
322
shares
|
$82,718
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
321
shares
|
$82,461
0.02% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
319
shares
|
$81,947
0.03% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
311
shares
|
$79,892
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
311
shares
|
$79,892
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
309
shares
|
$79,379
0.03% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
309
shares
|
$79,379
0.02% of portfolio
|
Q3 2024
Added 0.32%
|