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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,590
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
6,546
shares
|
$1.72 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,544
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
6,522
shares
|
$1.71 Million
0.23% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,475
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,460
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Added 303.25%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,450
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
6,450
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,440
shares
|
$1.69 Million
0.21% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
6,394
shares
|
$1.68 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
6,364
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Added 50.7%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,348
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,279
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
6,258
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Added 27.04%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,244
shares
|
$1.64 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
6,224
shares
|
$1.63 Million
0.8% of portfolio
|
Q2 2022
Reduced 2.2%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
6,215
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,129
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Added 117.57%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,128
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
6,072
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
6,046
shares
|
$1.59 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
6,044
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
6,008
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
5,995
shares
|
$1.57 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
5,992
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 50.08%
|