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 |
|---|---|---|---|---|---|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,310
shares
|
$615,984
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,306
shares
|
$614,917
0.01% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,305
shares
|
$614,651
0.01% of portfolio
|
Q3 2024
Added 36.63%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,298
shares
|
$612,784
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,296
shares
|
$612,251
0.03% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
2,286
shares
|
$609,584
0.2% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
2,284
shares
|
$609,051
0.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,283
shares
|
$608,784
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,260
shares
|
$602,651
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,253
shares
|
$600,784
0.01% of portfolio
|
Q1 2024
Added 3.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,225
shares
|
$593,318
0.04% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,217
shares
|
$591,185
0.07% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,208
shares
|
$588,785
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,208
shares
|
$588,785
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,207
shares
|
$588,518
0.03% of portfolio
|
Q3 2024
Added 191.93%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,202
shares
|
$587,185
0.04% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,195
shares
|
$585,318
0.03% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,187
shares
|
$583,185
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,184
shares
|
$582,385
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,176
shares
|
$580,252
0.02% of portfolio
|
Q3 2024
Reduced 68.02%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,164
shares
|
$577,052
0.04% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,163
shares
|
$576,785
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,159
shares
|
$575,718
0.25% of portfolio
|
Q3 2024
Reduced 30.87%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
2,154
shares
|
$574,385
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
2,152
shares
|
$573,852
0.26% of portfolio
|
Q3 2024
New holding
|