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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
16,368
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
16,332
shares
|
$4.29 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
16,258
shares
|
$4.27 Million
0.75% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,201
shares
|
$4.25 Million
1.17% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
16,081
shares
|
$4.22 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
15,879
shares
|
$4.17 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,843
shares
|
$4.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,740
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
15,515
shares
|
$4.07 Million
0.46% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,473
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.13%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
15,458
shares
|
$4.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
15,400
shares
|
$4.04 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
15,273
shares
|
$4.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
15,241
shares
|
$4 Million
0.43% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
15,116
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
15,036
shares
|
$3.95 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
14,956
shares
|
$3.93 Million
0.44% of portfolio
|
Q3 2024
Added 27.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,868
shares
|
$3.9 Million
0.3% of portfolio
|
Q2 2023
Added 1.49%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,822
shares
|
$3.89 Million
0.18% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
14,780
shares
|
$3.88 Million
0.08% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
14,759
shares
|
$3.87 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,662
shares
|
$3.85 Million
0.7% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,640
shares
|
$3.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
14,505
shares
|
$3.81 Million
3.77% of portfolio
|
Q2 2024
Reduced 43.3%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
14,467
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.58%
|