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 $43.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
12
shares
|
$2,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
12
shares
|
$2,898
0.0% of portfolio
|
Q3 2022
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
12
shares
|
$2,898
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
12
shares
|
$2,898
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
11
shares
|
$2,657
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
11
shares
|
$2,657
0.0% of portfolio
|
Q4 2023
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
10
shares
|
$2,415
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
10
shares
|
$2,415
0.0% of portfolio
|
Q4 2021
New holding
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
10
shares
|
$2,415
0.0% of portfolio
|
Q1 2024
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
9
shares
|
$2,174
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fairway Wealth LLC
Independence, OH |
Aug 09, 2024 Q2 2024 |
9
shares
|
$2,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Jul 08, 2024 Q2 2024 |
8
shares
|
$1,932
0.0% of portfolio
|
Q3 2023
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
7
shares
|
$1,690
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
7
shares
|
$1,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
Twin Tree Management, LP
Dallas, TX |
Aug 13, 2024 Q2 2024 |
6
shares
|
$1,449
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 13, 2024 Q2 2024 |
6
shares
|
$1,449
0.0% of portfolio
|
Q1 2024
Reduced 97.4%
|
|
Tanaka Capital Management Inc
New York, NY |
Aug 15, 2024 Q2 2024 |
6
shares
|
$1,449
0.0% of portfolio
|
Q3 2017
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
6
shares
|
$1,449
0.0% of portfolio
|
Q2 2024
Reduced 53.85%
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
5
shares
|
$1,207
0.0% of portfolio
|
Q1 2024
New holding
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
4
shares
|
$966
0.0% of portfolio
|
Q2 2024
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3
shares
|
$724
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
3
shares
|
$724
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
3
shares
|
$724
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2
shares
|
$483
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 31, 2024 Q2 2024 |
2
shares
|
$483
0.0% of portfolio
|
Q2 2024
New holding
|