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 |
|---|---|---|---|---|---|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
12,483
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,473
shares
|
$3.29 Million
0.02% of portfolio
|
Q3 2022
Reduced 62.22%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,216
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
12,211
shares
|
$3.22 Million
1.04% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,164
shares
|
$3.21 Million
0.22% of portfolio
|
Q4 2022
Added 24.2%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
12,162
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
12,134
shares
|
$3.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,114
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,083
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,048
shares
|
$3.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
12,007
shares
|
$3.17 Million
0.24% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
11,992
shares
|
$3.16 Million
0.66% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,969
shares
|
$3.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
11,964
shares
|
$3.16 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
11,953
shares
|
$3.15 Million
0.23% of portfolio
|
Q3 2024
Added 87.65%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
11,930
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
11,851
shares
|
$3.13 Million
0.2% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,835
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
11,831
shares
|
$3.12 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
11,677
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
11,647
shares
|
$3.07 Million
0.59% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,579
shares
|
$3.05 Million
0.08% of portfolio
|
Q3 2024
Added 71.21%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
11,495
shares
|
$3.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
11,446
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
11,328
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|