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 |
---|---|---|---|---|---|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
65
shares
|
$15,583
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
65
shares
|
$15,583
0.01% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
64
shares
|
$15,344
0.01% of portfolio
|
Q2 2024
Added 1.59%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
64
shares
|
$15,344
0.01% of portfolio
|
Q2 2024
Added 14.29%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
63
shares
|
$15,104
0.0% of portfolio
|
Q2 2024
Added 3.28%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
60
shares
|
$14,385
0.0% of portfolio
|
Q1 2021
Reduced 45.45%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
60
shares
|
$14,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 22, 2024 Q2 2024 |
56
shares
|
$13,426
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
56
shares
|
$13,426
0.01% of portfolio
|
Q2 2024
Reduced 44.55%
|
|
Centerpoint Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
53
shares
|
$12,706
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
51
shares
|
$12,227
0.0% of portfolio
|
Q4 2023
Reduced 74.5%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
50
shares
|
$11,987
0.0% of portfolio
|
Q2 2022
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
50
shares
|
$11,987
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
50
shares
|
$11,987
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
Cranbrook Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
46
shares
|
$11,028
0.0% of portfolio
|
Q3 2022
Added 35.29%
|
|
Cypress Capital, LLC
|
Aug 22, 2024 Q2 2024 |
46
shares
|
$11,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
45
shares
|
$10,788
0.0% of portfolio
|
Q2 2024
Added 4400.0%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 26, 2024 Q2 2024 |
45
shares
|
$10,788
0.01% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
45
shares
|
$10,788
0.0% of portfolio
|
Q1 2023
Reduced 47.67%
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
44
shares
|
$10,549
0.0% of portfolio
|
Q2 2024
Added 62.96%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
44
shares
|
$10,549
0.0% of portfolio
|
Q1 2023
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
43
shares
|
$10,309
0.0% of portfolio
|
Q1 2024
Reduced 8.51%
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
40
shares
|
$9,590
0.0% of portfolio
|
Q4 2023
Reduced 39.39%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
38
shares
|
$9,110
0.0% of portfolio
|
Q2 2024
Added 15.15%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
35
shares
|
$8,391
0.0% of portfolio
|
Q2 2024
Reduced 94.52%
|