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 $45.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,387
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,384
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,371
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
4,362
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,331
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
4,324
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 61.13%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,317
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.5%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
4,303
shares
|
$1.15 Million
0.95% of portfolio
|
Q3 2023
Reduced 72.7%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
4,286
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2024
Added 82.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,282
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,248
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
4,244
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,238
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2024
Added 311.46%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,238
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
4,225
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2022
Added 61.38%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
4,203
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 84.35%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
4,200
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
4,200
shares
|
$1.12 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,188
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
4,174
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2024
Reduced 15.61%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
4,154
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,140
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,138
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.47%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
4,135
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
4,110
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 79.13%
|