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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
142
shares
|
$37,865
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
141
shares
|
$37,599
0.01% of portfolio
|
Q3 2023
Added 10.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
139
shares
|
$37,065
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
138
shares
|
$36,799
0.01% of portfolio
|
Q2 2020
Reduced 18.82%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
136
shares
|
$36,265
0.01% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
133
shares
|
$35,465
0.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
129
shares
|
$34,399
0.01% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
127
shares
|
$33,865
0.0% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
120
shares
|
$31,999
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
119
shares
|
$31,732
0.01% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
116
shares
|
$30,932
0.01% of portfolio
|
Q3 2023
Reduced 37.3%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
115
shares
|
$30,665
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
115
shares
|
$30,665
0.0% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
115
shares
|
$30,665
0.01% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
114
shares
|
$30,399
0.01% of portfolio
|
Q2 2023
Added 11300.0%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
112
shares
|
$29,865
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
111
shares
|
$29,599
0.03% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
110
shares
|
$29,332
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$29,332
0.02% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
110
shares
|
$29,332
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
109
shares
|
$29,065
0.0% of portfolio
|
Q2 2022
Reduced 56.05%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
106
shares
|
$28,265
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
103
shares
|
$27,465
0.01% of portfolio
|
Q2 2024
Added 45.07%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
101
shares
|
$26,932
0.01% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
100
shares
|
$26,666
0.01% of portfolio
|
Q4 2023
New holding
|