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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
500
shares
|
$133,330
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
475
shares
|
$126,663
0.01% of portfolio
|
Q3 2022
Reduced 20.3%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
471
shares
|
$125,596
0.02% of portfolio
|
Q2 2024
Reduced 13.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
469
shares
|
$125,063
0.0% of portfolio
|
Q4 2023
Added 42.12%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
465
shares
|
$123,996
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
460
shares
|
$122,663
0.02% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
432
shares
|
$115,197
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
420
shares
|
$111,997
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
415
shares
|
$110,663
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
413
shares
|
$110,130
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
409
shares
|
$109,063
0.01% of portfolio
|
Q3 2024
Reduced 71.7%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
398
shares
|
$106,130
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
383
shares
|
$102,130
0.02% of portfolio
|
Q3 2024
Reduced 62.67%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
379
shares
|
$101,064
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
372
shares
|
$99,197
0.02% of portfolio
|
Q3 2023
Reduced 31.99%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
364
shares
|
$97,064
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
364
shares
|
$97,064
0.02% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
360
shares
|
$95,997
0.12% of portfolio
|
Q1 2024
Added 16.13%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
359
shares
|
$95,730
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
354
shares
|
$94,397
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
351
shares
|
$93,597
0.04% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
343
shares
|
$91,464
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
343
shares
|
$91,464
0.03% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
338
shares
|
$90,131
0.01% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
331
shares
|
$88,264
0.05% of portfolio
|
Q3 2024
Added 6.77%
|