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 1,594 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24,686
shares
|
$6.48 Million
1.03% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,491
shares
|
$6.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
24,404
shares
|
$6.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
24,331
shares
|
$6.39 Million
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
24,071
shares
|
$6.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
23,924
shares
|
$6.28 Million
0.19% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
23,586
shares
|
$6.19 Million
0.52% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,439
shares
|
$6.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
22,971
shares
|
$6.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
22,904
shares
|
$6.01 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
22,703
shares
|
$5.96 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
22,400
shares
|
$5.88 Million
0.18% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,035
shares
|
$5.78 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
21,997
shares
|
$5.77 Million
0.28% of portfolio
|
Q2 2024
Reduced 85.42%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
21,969
shares
|
$5.77 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
21,792
shares
|
$5.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,713
shares
|
$5.7 Million
3.22% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
21,708
shares
|
$5.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
21,400
shares
|
$5.62 Million
1.85% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
21,352
shares
|
$5.6 Million
1.52% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
21,250
shares
|
$5.58 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
21,225
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
21,110
shares
|
$5.54 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
21,099
shares
|
$5.54 Million
0.14% of portfolio
|
Q3 2023
Added 12.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
21,006
shares
|
$5.51 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.3%
|