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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,338
shares
|
$355,961
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,335
shares
|
$355,163
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,335
shares
|
$355,163
0.01% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,335
shares
|
$355,163
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,332
shares
|
$354,365
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,331
shares
|
$354,099
0.17% of portfolio
|
Q3 2024
Reduced 37.34%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,323
shares
|
$351,970
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,320
shares
|
$351,172
0.03% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
1,319
shares
|
$350,906
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,317
shares
|
$350,374
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,313
shares
|
$349,310
0.16% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,310
shares
|
$348,512
0.09% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
1,306
shares
|
$347,448
0.12% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,304
shares
|
$346,916
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,304
shares
|
$346,916
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,303
shares
|
$346,650
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,296
shares
|
$344,787
0.03% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
1,291
shares
|
$343,457
0.03% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
1,286
shares
|
$342,127
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,280
shares
|
$340,531
0.03% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
1,270
shares
|
$337,870
0.15% of portfolio
|
Q3 2024
Reduced 30.6%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,255
shares
|
$333,880
0.02% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
1,255
shares
|
$333,880
0.1% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
1,250
shares
|
$332,550
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,249
shares
|
$332,283
0.05% of portfolio
|
Q1 2024
Added 1.13%
|