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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
906
shares
|
$241,593
0.02% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
905
shares
|
$241,327
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
901
shares
|
$240,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
898
shares
|
$239,460
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
898
shares
|
$239,460
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
896
shares
|
$238,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
894
shares
|
$238,394
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
892
shares
|
$237,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
891
shares
|
$237,594
0.12% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
880
shares
|
$234,660
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
879
shares
|
$234,394
0.02% of portfolio
|
Q3 2024
Reduced 19.21%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
878
shares
|
$234,127
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
878
shares
|
$234,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
877
shares
|
$233,860
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
877
shares
|
$233,860
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
876
shares
|
$233,594
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
876
shares
|
$233,594
0.06% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
873
shares
|
$232,794
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
873
shares
|
$232,794
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
872
shares
|
$232,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
871
shares
|
$232,260
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
870
shares
|
$231,994
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
868
shares
|
$231,460
0.01% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
868
shares
|
$231,460
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
868
shares
|
$231,460
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|