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 1,701 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13,110
shares
|
$3.12 Million
0.11% of portfolio
|
Q4 2024
Added 213.26%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
13,092
shares
|
$3.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
13,081
shares
|
$3.12 Million
0.26% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
13,001
shares
|
$3.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,909
shares
|
$3.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
12,893
shares
|
$3.07 Million
0.3% of portfolio
|
Q4 2024
Added 91.06%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
12,743
shares
|
$3.04 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
12,648
shares
|
$3.01 Million
0.05% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
12,523
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
12,483
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,473
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2022
Reduced 62.22%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
12,330
shares
|
$2.94 Million
0.27% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,221
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
Added 57.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,211
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
12,201
shares
|
$2.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
12,200
shares
|
$2.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
12,183
shares
|
$2.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
12,174
shares
|
$2.9 Million
0.08% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,164
shares
|
$2.9 Million
0.22% of portfolio
|
Q4 2022
Added 24.2%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
12,154
shares
|
$2.9 Million
0.13% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
12,033
shares
|
$2.87 Million
0.05% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,007
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
12,000
shares
|
$2.86 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,995
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 66.4%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
11,992
shares
|
$2.86 Million
0.7% of portfolio
|
Q2 2024
New holding
|