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 1,596 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
31,229
shares
|
$8.24 Million
0.02% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
31,100
shares
|
$8.2 Million
0.48% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
30,673
shares
|
$8.09 Million
0.08% of portfolio
|
Q3 2024
Added 26.25%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
30,652
shares
|
$8.09 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
30,621
shares
|
$8.08 Million
0.19% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
30,127
shares
|
$7.95 Million
1.24% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
29,270
shares
|
$7.72 Million
0.11% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
28,867
shares
|
$7.61 Million
0.05% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
28,694
shares
|
$7.57 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
28,620
shares
|
$7.55 Million
0.04% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
28,548
shares
|
$7.53 Million
0.93% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
28,250
shares
|
$7.45 Million
0.17% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
28,069
shares
|
$7.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
28,040
shares
|
$7.4 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
27,956
shares
|
$7.37 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,361
shares
|
$7.22 Million
0.48% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
27,106
shares
|
$7.15 Million
0.31% of portfolio
|
Q4 2023
Reduced 3.47%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
27,081
shares
|
$7.14 Million
0.04% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
26,737
shares
|
$7.05 Million
1.58% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,725
shares
|
$7.05 Million
0.62% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
26,715
shares
|
$7.05 Million
4.8% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
25,712
shares
|
$6.78 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
25,540
shares
|
$6.74 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
25,206
shares
|
$6.65 Million
0.14% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
25,123
shares
|
$6.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.01%
|