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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
7,254
shares
|
$1.9 Million
0.11% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
7,246
shares
|
$1.9 Million
0.52% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
7,224
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
7,196
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,177
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2023
Reduced 51.12%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$1.86 Million
0.47% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
7,101
shares
|
$1.86 Million
0.26% of portfolio
|
Q3 2023
Added 122.88%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,098
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
7,030
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
7,000
shares
|
$1.84 Million
0.18% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
7,000
shares
|
$1.84 Million
0.41% of portfolio
|
Q2 2018
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
6,983
shares
|
$1.83 Million
0.28% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
6,975
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,900
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,843
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,839
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,807
shares
|
$1.79 Million
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,798
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
6,748
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,721
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
6,713
shares
|
$1.76 Million
1.19% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,707
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
6,695
shares
|
$1.76 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,640
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
6,609
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2024
Added 18.57%
|