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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
687
shares
|
$183,195
0.25% of portfolio
|
Q2 2024
Added 37.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
679
shares
|
$181,062
0.02% of portfolio
|
Q2 2022
Reduced 8.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
679
shares
|
$181,062
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
671
shares
|
$178,928
0.05% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
670
shares
|
$178,662
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
668
shares
|
$178,128
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
653
shares
|
$174,128
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
647
shares
|
$172,529
0.08% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
631
shares
|
$168,262
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
630
shares
|
$167,995
0.06% of portfolio
|
Q4 2023
Reduced 7.35%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
628
shares
|
$167,462
0.12% of portfolio
|
Q4 2018
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
617
shares
|
$164,529
0.05% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
613
shares
|
$163,462
0.02% of portfolio
|
Q2 2024
Added 11.86%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
610
shares
|
$162,662
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
596
shares
|
$158,929
0.04% of portfolio
|
Q3 2021
Added 19.2%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
574
shares
|
$153,062
0.07% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$149,862
0.0% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
561
shares
|
$149,596
0.0% of portfolio
|
Q3 2024
Added 36.17%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
542
shares
|
$144,529
0.07% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
536
shares
|
$142,929
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
527
shares
|
$140,529
0.01% of portfolio
|
Q3 2024
Added 1405.71%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
515
shares
|
$137,329
0.1% of portfolio
|
Q4 2023
Reduced 49.26%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
509
shares
|
$135,729
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
507
shares
|
$135,196
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
500
shares
|
$133,330
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|