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 |
|---|---|---|---|---|---|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
994
shares
|
$264,443
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
993
shares
|
$264,177
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
992
shares
|
$263,911
0.07% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
992
shares
|
$263,911
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
986
shares
|
$262,315
0.02% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
986
shares
|
$262,315
0.05% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
985
shares
|
$262,049
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
984
shares
|
$261,783
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
984
shares
|
$261,783
0.0% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
975
shares
|
$259,389
0.01% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
975
shares
|
$259,389
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
974
shares
|
$259,122
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
970
shares
|
$258,058
0.01% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
970
shares
|
$258,058
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
970
shares
|
$258,058
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
965
shares
|
$256,728
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
964
shares
|
$256,462
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
962
shares
|
$255,930
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
962
shares
|
$255,930
0.12% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
961
shares
|
$255,664
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
960
shares
|
$255,398
0.06% of portfolio
|
Q3 2024
Reduced 60.59%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
960
shares
|
$255,398
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
958
shares
|
$254,866
0.06% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
952
shares
|
$253,270
0.04% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
950
shares
|
$252,738
0.01% of portfolio
|
Q2 2021
New holding
|