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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,389
shares
|
$901,609
0.08% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,388
shares
|
$901,343
0.55% of portfolio
|
Q1 2023
Reduced 5.57%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,383
shares
|
$900,013
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
3,374
shares
|
$897,618
0.09% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,373
shares
|
$897,352
0.08% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,357
shares
|
$893,096
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
3,338
shares
|
$888,041
0.07% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
3,304
shares
|
$878,996
0.2% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
3,271
shares
|
$870,216
0.11% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
3,264
shares
|
$868,354
0.17% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,255
shares
|
$865,960
0.03% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,245
shares
|
$863,299
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,241
shares
|
$862,235
0.1% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,228
shares
|
$858,777
0.04% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
3,228
shares
|
$858,777
0.04% of portfolio
|
Q3 2024
Added 76.1%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,194
shares
|
$849,731
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,190
shares
|
$848,667
0.2% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,183
shares
|
$846,805
0.05% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
3,166
shares
|
$842,282
0.22% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
3,161
shares
|
$840,952
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,159
shares
|
$840,420
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,146
shares
|
$836,961
0.06% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,142
shares
|
$835,897
0.01% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,128
shares
|
$832,173
0.0% of portfolio
|
Q3 2024
Reduced 88.33%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,111
shares
|
$827,650
0.1% of portfolio
|
Q3 2024
Added 12.92%
|