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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
1,248
shares
|
$332,017
0.07% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,244
shares
|
$330,953
0.14% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
1,236
shares
|
$328,825
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,234
shares
|
$328,293
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,232
shares
|
$327,761
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,230
shares
|
$327,229
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,228
shares
|
$326,697
0.14% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
1,227
shares
|
$326,431
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,226
shares
|
$326,165
0.3% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,223
shares
|
$325,366
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
1,223
shares
|
$325,366
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
1,220
shares
|
$324,568
0.18% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
1,218
shares
|
$324,036
0.04% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,217
shares
|
$323,770
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,215
shares
|
$323,238
0.01% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
1,215
shares
|
$323,238
0.25% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,214
shares
|
$322,972
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$322,972
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$322,440
0.0% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,202
shares
|
$319,780
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$319,248
0.04% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$319,248
0.0% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
1,200
shares
|
$319,248
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$319,248
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$319,248
0.06% of portfolio
|
Q3 2024
New holding
|