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 |
---|---|---|---|---|---|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
35
shares
|
$8,391
0.0% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
35
shares
|
$8,391
0.0% of portfolio
|
Q4 2023
Reduced 38.6%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
34
shares
|
$8,151
0.0% of portfolio
|
Q2 2024
Reduced 79.39%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
34
shares
|
$8,151
0.0% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
34
shares
|
$8,151
0.01% of portfolio
|
Q4 2023
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
33
shares
|
$7,911
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
32
shares
|
$7,672
0.0% of portfolio
|
Q2 2024
Reduced 36.0%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
32
shares
|
$7,672
0.01% of portfolio
|
Q2 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
31
shares
|
$7,432
0.0% of portfolio
|
Q3 2023
Reduced 29.55%
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
30
shares
|
$7,192
0.0% of portfolio
|
Q4 2022
New holding
|
|
Hwg Holdings LP
Houston, TX |
Aug 19, 2024 Q2 2024 |
28
shares
|
$6,713
0.0% of portfolio
|
Q2 2024
New holding
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
28
shares
|
$6,713
0.01% of portfolio
|
Q1 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
27
shares
|
$6,473
0.0% of portfolio
|
Q2 2024
Added 170.0%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
27
shares
|
$6,473
0.0% of portfolio
|
Q4 2023
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
27
shares
|
$6,473
0.0% of portfolio
|
Q2 2024
Added 285.71%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
27
shares
|
$6,473
0.0% of portfolio
|
Q2 2024
Reduced 89.62%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
26
shares
|
$6,233
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
24
shares
|
$5,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
23
shares
|
$5,514
0.39% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19
shares
|
$4,555
0.0% of portfolio
|
Q3 2017
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
19
shares
|
$4,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
18
shares
|
$4,315
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
17
shares
|
$4,075
0.0% of portfolio
|
Q2 2024
Added 21.43%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
15
shares
|
$3,596
0.0% of portfolio
|
Q1 2024
New holding
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
14
shares
|
$3,356
0.0% of portfolio
|
Q2 2024
New holding
|