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 |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
1,198
shares
|
$319,458
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
1,194
shares
|
$318,392
0.06% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,174
shares
|
$313,058
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
1,169
shares
|
$311,725
0.03% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,168
shares
|
$311,458
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,166
shares
|
$310,925
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
1,164
shares
|
$310,392
0.19% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,163
shares
|
$310,125
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
1,161
shares
|
$309,592
0.21% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
1,161
shares
|
$309,592
0.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,161
shares
|
$309,592
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,161
shares
|
$309,592
0.22% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,156
shares
|
$308,258
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,156
shares
|
$308,258
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,151
shares
|
$306,925
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,147
shares
|
$305,859
0.14% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
1,146
shares
|
$305,592
0.25% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,146
shares
|
$305,592
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,138
shares
|
$303,459
0.1% of portfolio
|
Q3 2024
Added 194.06%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
1,132
shares
|
$301,859
0.11% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,125
shares
|
$299,992
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,119
shares
|
$298,392
0.02% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
1,114
shares
|
$297,059
0.05% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,114
shares
|
$297,059
0.05% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,109
shares
|
$295,725
0.13% of portfolio
|
Q3 2024
Reduced 6.33%
|