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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,109
shares
|
$295,725
0.02% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,108
shares
|
$295,459
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,100
shares
|
$293,326
0.06% of portfolio
|
Q1 2021
Reduced 2.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,096
shares
|
$292,259
0.03% of portfolio
|
Q4 2022
Reduced 34.41%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
1,096
shares
|
$292,259
0.03% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,091
shares
|
$290,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
1,088
shares
|
$290,126
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
1,085
shares
|
$289,326
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,084
shares
|
$289,059
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,077
shares
|
$287,192
0.07% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
1,072
shares
|
$285,859
0.09% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$285,592
0.03% of portfolio
|
Q4 2023
Added 9.34%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,069
shares
|
$285,059
0.02% of portfolio
|
Q2 2024
Added 6.9%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,066
shares
|
$284,259
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,065
shares
|
$283,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,065
shares
|
$283,992
0.06% of portfolio
|
Q2 2023
Added 2.8%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
1,061
shares
|
$282,926
0.06% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,060
shares
|
$282,659
0.03% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,059
shares
|
$282,392
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
1,043
shares
|
$278,126
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
1,039
shares
|
$277,059
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,037
shares
|
$276,526
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
1,036
shares
|
$276,259
0.02% of portfolio
|
Q2 2024
Added 16.93%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,036
shares
|
$276,259
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,033
shares
|
$275,459
0.05% of portfolio
|
Q3 2024
Added 1.77%
|