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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,633
shares
|
$434,443
0.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,628
shares
|
$433,113
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
1,615
shares
|
$429,654
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,612
shares
|
$428,856
0.09% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
1,605
shares
|
$426,994
0.06% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
1,603
shares
|
$426,462
0.03% of portfolio
|
Q4 2023
Reduced 6.42%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$425,664
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
1,598
shares
|
$425,131
0.13% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,592
shares
|
$423,535
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,591
shares
|
$423,269
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
1,589
shares
|
$422,737
0.12% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
1,582
shares
|
$420,875
0.02% of portfolio
|
Q3 2024
Added 288.7%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,581
shares
|
$420,609
0.02% of portfolio
|
Q4 2022
Added 5.97%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,580
shares
|
$420,343
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
1,575
shares
|
$419,013
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
1,572
shares
|
$418,214
0.02% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
1,569
shares
|
$417,416
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,568
shares
|
$417,150
0.04% of portfolio
|
Q3 2024
Reduced 87.37%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,562
shares
|
$415,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
1,550
shares
|
$412,362
0.07% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,550
shares
|
$412,362
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,545
shares
|
$411,031
0.01% of portfolio
|
Q3 2024
Reduced 81.4%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
1,531
shares
|
$407,307
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,525
shares
|
$405,711
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,525
shares
|
$405,711
0.14% of portfolio
|
Q4 2023
Reduced 95.65%
|