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 1,701 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,662
shares
|
$396,054
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
1,658
shares
|
$395,101
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
1,655
shares
|
$394,386
0.03% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,655
shares
|
$394,386
0.07% of portfolio
|
Q3 2024
Added 137.11%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,648
shares
|
$392,718
0.08% of portfolio
|
Q4 2024
Added 154.71%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,647
shares
|
$392,480
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,638
shares
|
$390,335
0.31% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
1,634
shares
|
$389,382
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
1,633
shares
|
$389,143
0.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,629
shares
|
$388,190
0.01% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,629
shares
|
$388,190
0.14% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,628
shares
|
$387,952
0.01% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,625
shares
|
$387,237
0.04% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
1,620
shares
|
$386,046
0.17% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,615
shares
|
$384,854
0.02% of portfolio
|
Q4 2024
Added 206.45%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,612
shares
|
$384,139
0.09% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
1,605
shares
|
$382,471
0.07% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,591
shares
|
$379,135
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,589
shares
|
$378,658
0.01% of portfolio
|
Q4 2024
Added 19.03%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
1,582
shares
|
$376,990
0.02% of portfolio
|
Q3 2024
Added 288.7%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,581
shares
|
$376,752
0.02% of portfolio
|
Q4 2022
Added 5.97%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
1,580
shares
|
$376,514
0.13% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
1,575
shares
|
$375,322
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,567
shares
|
$373,416
0.06% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
1,562
shares
|
$372,224
0.09% of portfolio
|
Q3 2024
New holding
|