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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,977
shares
|
$527,186
0.31% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
1,974
shares
|
$526,386
0.03% of portfolio
|
Q3 2024
Reduced 39.04%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
1,974
shares
|
$526,386
0.34% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,963
shares
|
$523,453
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,963
shares
|
$523,453
0.28% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,959
shares
|
$522,386
0.03% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,952
shares
|
$520,520
0.06% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
1,952
shares
|
$520,520
0.11% of portfolio
|
Q2 2023
Added 1.93%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
1,947
shares
|
$519,187
0.04% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,947
shares
|
$519,187
0.01% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,945
shares
|
$518,653
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,943
shares
|
$518,120
0.01% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
1,942
shares
|
$517,853
0.02% of portfolio
|
Q4 2023
Reduced 31.91%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
1,935
shares
|
$515,987
0.26% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
1,923
shares
|
$512,787
0.01% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,915
shares
|
$510,653
0.04% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,912
shares
|
$509,853
0.04% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,905
shares
|
$507,987
0.03% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,891
shares
|
$504,254
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
1,889
shares
|
$503,720
0.1% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,863
shares
|
$496,787
0.17% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,862
shares
|
$496,520
0.07% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,853
shares
|
$494,120
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
1,848
shares
|
$492,787
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1,843
shares
|
$491,454
0.09% of portfolio
|
Q3 2024
New holding
|