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 |
---|---|---|---|---|---|
Godsey & Gibb Associates
|
Jul 23, 2024 Q2 2024 |
135
shares
|
$32,366
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
134
shares
|
$32,126
0.01% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
132
shares
|
$31,647
0.02% of portfolio
|
Q2 2024
New holding
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
125
shares
|
$29,968
0.01% of portfolio
|
Q1 2022
Added 150.0%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
125
shares
|
$29,968
0.02% of portfolio
|
Q4 2023
New holding
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
121
shares
|
$29,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
120
shares
|
$28,770
0.02% of portfolio
|
Q4 2023
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
119
shares
|
$28,530
0.01% of portfolio
|
Q1 2024
Added 12.26%
|
|
Riggs Asset Managment Co. Inc.
|
Jul 29, 2024 Q2 2024 |
118
shares
|
$28,290
0.01% of portfolio
|
Q2 2024
Added 2.61%
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
116
shares
|
$27,811
0.01% of portfolio
|
Q3 2023
Reduced 37.3%
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
115
shares
|
$27,571
0.02% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
115
shares
|
$27,571
0.01% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
114
shares
|
$27,331
0.01% of portfolio
|
Q2 2023
Added 11300.0%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
113
shares
|
$27,091
0.02% of portfolio
|
Q2 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
112
shares
|
$26,852
0.01% of portfolio
|
Q4 2023
New holding
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
111
shares
|
$26,612
0.03% of portfolio
|
Q2 2024
Added 0.91%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
110
shares
|
$26,372
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
110
shares
|
$26,372
0.02% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
109
shares
|
$26,132
0.0% of portfolio
|
Q2 2022
Reduced 56.05%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Aug 08, 2024 Q2 2024 |
106
shares
|
$25,413
0.01% of portfolio
|
Q4 2020
New holding
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
104
shares
|
$24,934
0.0% of portfolio
|
Q2 2024
Added 23.81%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
103
shares
|
$24,694
0.01% of portfolio
|
Q2 2024
Added 45.07%
|
|
Rise Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
101
shares
|
$24,214
0.01% of portfolio
|
Q2 2024
Added 1.0%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
100
shares
|
$23,975
0.01% of portfolio
|
Q4 2023
New holding
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
100
shares
|
$23,975
0.01% of portfolio
|
Q4 2023
New holding
|