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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
1,522
shares
|
$405,856
0.17% of portfolio
|
Q3 2021
Reduced 12.18%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,521
shares
|
$405,589
0.03% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
1,516
shares
|
$404,256
0.02% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
1,516
shares
|
$404,256
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
1,509
shares
|
$402,389
0.04% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,508
shares
|
$402,123
0.11% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
1,503
shares
|
$400,789
0.04% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,499
shares
|
$399,723
0.12% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
1,495
shares
|
$398,656
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,493
shares
|
$398,123
0.18% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,492
shares
|
$397,856
0.06% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,490
shares
|
$397,323
0.04% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
1,485
shares
|
$395,990
0.05% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
1,481
shares
|
$394,923
0.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,466
shares
|
$390,923
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,461
shares
|
$389,590
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,460
shares
|
$389,323
0.15% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
1,459
shares
|
$389,056
0.16% of portfolio
|
Q4 2023
Reduced 25.52%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,459
shares
|
$389,056
0.0% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,456
shares
|
$388,256
0.01% of portfolio
|
Q3 2024
Reduced 37.54%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,454
shares
|
$387,723
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,453
shares
|
$387,456
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,444
shares
|
$385,057
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$385,057
0.1% of portfolio
|
Q4 2022
Reduced 0.76%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,441
shares
|
$384,257
0.08% of portfolio
|
Q3 2024
Added 3.59%
|