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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
866
shares
|
$230,927
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
863
shares
|
$230,127
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
861
shares
|
$229,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
861
shares
|
$229,594
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
861
shares
|
$229,594
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
845
shares
|
$225,327
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
843
shares
|
$224,794
0.15% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
837
shares
|
$223,194
0.03% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
834
shares
|
$222,394
0.08% of portfolio
|
Q1 2024
Added 4.25%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
829
shares
|
$221,061
0.04% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
808
shares
|
$215,461
0.11% of portfolio
|
Q3 2024
Added 26.25%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
802
shares
|
$213,861
0.06% of portfolio
|
Q3 2024
Added 75.49%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
797
shares
|
$212,528
0.05% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
794
shares
|
$211,728
0.09% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
775
shares
|
$206,661
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
774
shares
|
$206,394
0.02% of portfolio
|
Q1 2021
Reduced 50.7%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
759
shares
|
$202,394
0.02% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
750
shares
|
$199,995
0.04% of portfolio
|
Q2 2022
Added 36.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
747
shares
|
$199,195
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
743
shares
|
$198,128
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
743
shares
|
$198,128
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
730
shares
|
$194,661
0.04% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
729
shares
|
$194,395
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
700
shares
|
$186,662
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
700
shares
|
$186,662
0.0% of portfolio
|
Q3 2023
Reduced 3.45%
|