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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
8,898
shares
|
$2.34 Million
0.63% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
8,781
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
8,705
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
8,680
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,675
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
8,672
shares
|
$2.28 Million
0.33% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,642
shares
|
$2.27 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,627
shares
|
$2.26 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
8,536
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,531
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
8,513
shares
|
$2.23 Million
1.62% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,511
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
8,474
shares
|
$2.22 Million
0.14% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,419
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,381
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
8,376
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,257
shares
|
$2.17 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,247
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
8,224
shares
|
$2.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 88.08%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
8,208
shares
|
$2.15 Million
0.4% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
8,156
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,152
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
8,145
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
8,140
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
8,067
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2024
Added 2.06%
|