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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,537
shares
|
$674,943
0.07% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,513
shares
|
$668,558
0.06% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,510
shares
|
$667,760
0.02% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$665,100
0.28% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,492
shares
|
$662,971
0.15% of portfolio
|
Q3 2024
Added 56.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,490
shares
|
$662,439
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,490
shares
|
$662,439
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,479
shares
|
$659,513
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,446
shares
|
$650,733
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,445
shares
|
$650,467
0.27% of portfolio
|
Q1 2024
Reduced 67.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,442
shares
|
$649,669
0.04% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,430
shares
|
$646,477
0.07% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2,427
shares
|
$645,679
0.2% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,425
shares
|
$645,147
0.03% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,424
shares
|
$644,880
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,420
shares
|
$643,816
0.3% of portfolio
|
Q3 2023
Reduced 2.81%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,401
shares
|
$638,762
0.06% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
2,400
shares
|
$638,496
0.18% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,390
shares
|
$635,835
0.13% of portfolio
|
Q1 2021
New holding
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,364
shares
|
$628,918
0.35% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
2,357
shares
|
$627,056
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,351
shares
|
$625,460
0.05% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
2,339
shares
|
$622,267
0.3% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
2,335
shares
|
$621,203
0.1% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,330
shares
|
$619,873
0.18% of portfolio
|
Q2 2024
New holding
|