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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
2,149
shares
|
$571,719
0.02% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,141
shares
|
$569,591
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,131
shares
|
$566,931
0.02% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
2,128
shares
|
$566,133
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
2,117
shares
|
$563,206
0.17% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,113
shares
|
$562,142
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,082
shares
|
$553,895
0.03% of portfolio
|
Q2 2023
Added 92.42%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,077
shares
|
$552,565
0.29% of portfolio
|
Q2 2023
Reduced 3.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,074
shares
|
$551,766
0.05% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
2,067
shares
|
$549,904
0.04% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,065
shares
|
$549,372
0.01% of portfolio
|
Q3 2024
Added 87.22%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,065
shares
|
$549,372
0.25% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$548,042
0.02% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,057
shares
|
$547,244
0.13% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
2,056
shares
|
$546,978
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
2,052
shares
|
$545,914
0.09% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,032
shares
|
$540,593
0.03% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,027
shares
|
$539,263
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,023
shares
|
$538,198
0.04% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,015
shares
|
$536,070
0.25% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$533,410
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
1,993
shares
|
$530,217
0.33% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,991
shares
|
$529,685
0.02% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
1,988
shares
|
$528,887
0.19% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
1,982
shares
|
$527,291
0.03% of portfolio
|
Q3 2024
Reduced 2.84%
|