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 |
|---|---|---|---|---|---|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
1,032
shares
|
$275,193
0.0% of portfolio
|
Q3 2024
Reduced 65.79%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
1,031
shares
|
$274,926
0.02% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,029
shares
|
$274,393
0.11% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,029
shares
|
$274,393
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,023
shares
|
$272,793
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,022
shares
|
$272,526
0.01% of portfolio
|
Q3 2024
Added 426.8%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
1,020
shares
|
$271,993
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,014
shares
|
$270,393
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,013
shares
|
$270,126
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,013
shares
|
$270,126
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,012
shares
|
$269,859
0.02% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
1,012
shares
|
$269,859
0.01% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,009
shares
|
$269,059
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
1,006
shares
|
$268,259
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
1,005
shares
|
$267,993
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,004
shares
|
$267,726
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,001
shares
|
$266,926
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$266,660
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$266,660
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$266,660
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$266,660
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$266,660
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
998
shares
|
$266,126
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
997
shares
|
$265,860
0.21% of portfolio
|
Q1 2019
Reduced 6.21%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
996
shares
|
$265,593
0.1% of portfolio
|
Q2 2024
Reduced 17.0%
|