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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,746
shares
|
$998,908
0.4% of portfolio
|
Q3 2024
Added 31.07%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
3,719
shares
|
$991,708
0.22% of portfolio
|
Q3 2024
Added 183.68%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,718
shares
|
$991,441
0.07% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,709
shares
|
$989,041
0.04% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,705
shares
|
$987,975
0.05% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,697
shares
|
$985,842
0.04% of portfolio
|
Q3 2022
Added 19.37%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
3,680
shares
|
$981,308
0.57% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,645
shares
|
$971,975
0.21% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
3,628
shares
|
$967,442
0.02% of portfolio
|
Q3 2024
Reduced 23.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,628
shares
|
$967,442
0.07% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,623
shares
|
$966,109
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,613
shares
|
$963,442
0.06% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,595
shares
|
$958,642
0.06% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,578
shares
|
$954,109
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,553
shares
|
$947,442
0.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
3,538
shares
|
$943,443
0.23% of portfolio
|
Q3 2022
Reduced 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,525
shares
|
$939,976
0.02% of portfolio
|
Q3 2024
Added 29.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$933,576
0.02% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
3,499
shares
|
$933,043
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,494
shares
|
$931,710
0.39% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,494
shares
|
$931,710
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,488
shares
|
$930,110
0.22% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
3,452
shares
|
$920,510
0.11% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,450
shares
|
$919,977
0.05% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
3,419
shares
|
$911,710
0.09% of portfolio
|
Q3 2024
Reduced 13.2%
|