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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
100
shares
|
$26,604
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
95
shares
|
$25,273
0.01% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
91
shares
|
$24,209
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
90
shares
|
$23,943
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
90
shares
|
$23,943
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
87
shares
|
$23,145
0.02% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
85
shares
|
$22,613
0.0% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
82
shares
|
$21,815
0.01% of portfolio
|
Q3 2024
Reduced 37.88%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
81
shares
|
$21,549
0.01% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
80
shares
|
$21,283
0.0% of portfolio
|
Q3 2024
Reduced 84.28%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
79
shares
|
$21,017
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
77
shares
|
$20,485
0.0% of portfolio
|
Q2 2021
Added 7600.0%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
77
shares
|
$20,485
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
76
shares
|
$20,219
0.01% of portfolio
|
Q3 2024
Added 43.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
76
shares
|
$20,219
0.01% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
75
shares
|
$19,953
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
74
shares
|
$19,686
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
73
shares
|
$19,420
0.0% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
72
shares
|
$19,154
0.0% of portfolio
|
Q4 2023
Reduced 1.37%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
71
shares
|
$18,888
0.01% of portfolio
|
Q2 2022
Reduced 98.37%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
70
shares
|
$18,622
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
69
shares
|
$18,356
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
68
shares
|
$18,090
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
67
shares
|
$17,824
0.0% of portfolio
|
Q2 2023
Reduced 94.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$17,558
0.0% of portfolio
|
Q1 2023
New holding
|