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 1,616 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 $42.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,640
shares
|
$3.65 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
|
$3.62 Million
3.77% of portfolio
|
Q2 2024
Reduced 43.3%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,411
shares
|
$3.6 Million
0.04% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
14,288
shares
|
$3.57 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,278
shares
|
$3.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
14,208
shares
|
$3.55 Million
0.05% of portfolio
|
Q3 2024
Added 55.14%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
14,146
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
14,108
shares
|
$3.52 Million
0.1% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
14,074
shares
|
$3.51 Million
0.07% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
14,059
shares
|
$3.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,946
shares
|
$3.48 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,618
shares
|
$3.4 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,563
shares
|
$3.38 Million
0.03% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
13,508
shares
|
$3.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
13,378
shares
|
$3.34 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
13,374
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
Added 182.27%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
13,311
shares
|
$3.32 Million
0.55% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
13,232
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
13,136
shares
|
$3.28 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.99%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
13,092
shares
|
$3.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
13,056
shares
|
$3.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
13,001
shares
|
$3.24 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
12,985
shares
|
$3.24 Million
1.35% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
12,956
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,909
shares
|
$3.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|