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 |
|---|---|---|---|---|---|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,842
shares
|
$491,187
0.08% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,840
shares
|
$490,654
0.01% of portfolio
|
Q3 2024
Reduced 74.2%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,838
shares
|
$490,121
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
1,830
shares
|
$487,987
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
1,820
shares
|
$485,321
0.03% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
1,814
shares
|
$483,721
0.08% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,807
shares
|
$481,854
0.21% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,805
shares
|
$481,321
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,794
shares
|
$478,388
0.03% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
1,784
shares
|
$475,721
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,782
shares
|
$475,188
0.04% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
1,780
shares
|
$474,654
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,772
shares
|
$472,521
0.14% of portfolio
|
Q3 2022
Reduced 38.28%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
1,760
shares
|
$469,321
0.11% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,759
shares
|
$469,054
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
1,758
shares
|
$468,788
0.02% of portfolio
|
Q3 2024
Reduced 95.06%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
1,752
shares
|
$467,188
0.53% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,750
shares
|
$466,655
0.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,748
shares
|
$466,121
0.03% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,746
shares
|
$465,588
0.03% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,746
shares
|
$465,588
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,744
shares
|
$465,055
0.54% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
1,740
shares
|
$463,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,739
shares
|
$463,721
0.05% of portfolio
|
Q3 2023
Reduced 19.64%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,737
shares
|
$463,188
0.04% of portfolio
|
Q3 2024
Reduced 51.07%
|