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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
8,140
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
8,067
shares
|
$2.13 Million
0.11% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
8,022
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
8,001
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
7,997
shares
|
$2.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,996
shares
|
$2.11 Million
0.27% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,990
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
7,900
shares
|
$2.08 Million
0.34% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
7,883
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
7,848
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Added 52.6%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
7,840
shares
|
$2.07 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,833
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,820
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,753
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2024
Added 281.55%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
7,746
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,713
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
7,700
shares
|
$2.03 Million
0.68% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
7,552
shares
|
$1.99 Million
0.31% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,526
shares
|
$1.99 Million
0.22% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,526
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
7,513
shares
|
$1.98 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
7,430
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 42.75%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
7,361
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,344
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2024
New holding
|