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 |
|---|---|---|---|---|---|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
4,082
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 93.71%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
4,075
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
4,072
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,064
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2020
Added 1.13%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
4,046
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
4,034
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
4,029
shares
|
$1.07 Million
0.29% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
4,025
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,003
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
4,000
shares
|
$1.06 Million
0.52% of portfolio
|
Q2 2017
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,991
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,963
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
3,962
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,945
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
3,919
shares
|
$1.04 Million
0.65% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,882
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,880
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,845
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,845
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.92%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
3,839
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,812
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
3,809
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,793
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
3,775
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Added 291.19%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
3,764
shares
|
$1 Million
0.25% of portfolio
|
Q3 2024
Added 0.05%
|