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 |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,684
shares
|
$715,715
0.05% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,675
shares
|
$713,315
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Foundation Resource Management Inc
|
Oct 10, 2024 Q3 2024 |
2,665
shares
|
$710,648
0.1% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
2,661
shares
|
$709,582
0.13% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,659
shares
|
$709,048
0.01% of portfolio
|
Q3 2024
Added 44.12%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,658
shares
|
$708,782
0.17% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
2,655
shares
|
$707,982
0.22% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
2,653
shares
|
$707,448
0.0% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,637
shares
|
$703,182
0.01% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,629
shares
|
$701,049
0.01% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
2,626
shares
|
$700,249
0.17% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,621
shares
|
$698,915
0.12% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,621
shares
|
$698,915
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
2,621
shares
|
$698,915
0.01% of portfolio
|
Q2 2024
Reduced 19.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,611
shares
|
$696,249
0.06% of portfolio
|
Q3 2023
Added 5.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,606
shares
|
$694,915
0.06% of portfolio
|
Q2 2024
Added 9.04%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
2,595
shares
|
$691,982
0.08% of portfolio
|
Q3 2024
Added 31.59%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,586
shares
|
$689,582
0.0% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
2,580
shares
|
$687,982
0.08% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
2,579
shares
|
$687,716
0.04% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,573
shares
|
$686,116
0.05% of portfolio
|
Q4 2023
Reduced 67.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,571
shares
|
$685,582
0.05% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
2,565
shares
|
$683,982
0.11% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
2,549
shares
|
$679,716
0.27% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$679,716
0.04% of portfolio
|
Q3 2024
Reduced 1.77%
|