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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,840
shares
|
$757,314
0.22% of portfolio
|
Q1 2020
Reduced 57.29%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,826
shares
|
$753,581
0.05% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,822
shares
|
$752,514
0.07% of portfolio
|
Q3 2024
Added 62.0%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,815
shares
|
$750,647
0.3% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,809
shares
|
$749,047
0.04% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,809
shares
|
$749,047
0.02% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,805
shares
|
$747,981
0.02% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,800
shares
|
$746,648
0.04% of portfolio
|
Q4 2023
Added 424.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$746,648
0.05% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
2,780
shares
|
$741,314
0.16% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,767
shares
|
$737,848
0.05% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,764
shares
|
$737,048
0.14% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,754
shares
|
$734,381
0.08% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
2,747
shares
|
$732,515
0.05% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
2,745
shares
|
$731,981
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
2,741
shares
|
$730,915
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
2,730
shares
|
$727,981
0.04% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,725
shares
|
$726,648
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,721
shares
|
$725,581
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,715
shares
|
$723,981
0.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
2,704
shares
|
$721,048
0.01% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
2,695
shares
|
$718,648
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,689
shares
|
$717,048
0.02% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,688
shares
|
$716,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
2,685
shares
|
$715,982
0.19% of portfolio
|
Q3 2024
Added 4.72%
|