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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,944
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,889
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
4,834
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
4,805
shares
|
$1.28 Million
0.84% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,801
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,794
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,766
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,738
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 82.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,735
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,729
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
4,724
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
4,723
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,702
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
4,676
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
4,667
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Added 60.93%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,660
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,628
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,606
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,561
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,550
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
4,511
shares
|
$1.2 Million
0.51% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
4,500
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,480
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,423
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,405
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.09%
|