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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
3,100
shares
|
$826,646
0.03% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
3,068
shares
|
$818,112
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,067
shares
|
$817,846
0.0% of portfolio
|
Q3 2024
Added 72.3%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,058
shares
|
$815,446
0.14% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,014
shares
|
$803,713
0.2% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,010
shares
|
$802,646
0.08% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
3,006
shares
|
$801,579
0.11% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
2,999
shares
|
$799,713
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
2,979
shares
|
$794,380
0.02% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,973
shares
|
$792,780
0.02% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,972
shares
|
$792,513
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,958
shares
|
$788,780
0.25% of portfolio
|
Q3 2024
Added 543.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,958
shares
|
$788,780
0.06% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,940
shares
|
$783,980
0.06% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$779,447
0.03% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
2,913
shares
|
$776,780
0.28% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,906
shares
|
$774,913
0.03% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,899
shares
|
$773,047
0.76% of portfolio
|
Q3 2023
Added 9.4%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
2,892
shares
|
$771,180
0.92% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,890
shares
|
$770,647
0.03% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,884
shares
|
$769,047
0.26% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,865
shares
|
$763,980
0.06% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
2,859
shares
|
$762,380
0.17% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
2,847
shares
|
$759,181
0.26% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
2,844
shares
|
$758,381
0.4% of portfolio
|
Q3 2024
Reduced 0.42%
|