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 |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
65
shares
|
$17,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
65
shares
|
$17,332
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
65
shares
|
$17,332
0.01% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
64
shares
|
$17,066
0.01% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
60
shares
|
$15,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
60
shares
|
$15,999
0.0% of portfolio
|
Q1 2021
Reduced 45.45%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
57
shares
|
$15,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
56
shares
|
$14,932
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
51
shares
|
$13,599
0.0% of portfolio
|
Q4 2023
Reduced 74.5%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
50
shares
|
$13,333
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$13,333
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
50
shares
|
$13,333
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
49
shares
|
$13,066
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
48
shares
|
$12,799
0.0% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
46
shares
|
$12,266
0.0% of portfolio
|
Q3 2022
Added 35.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
45
shares
|
$11,999
0.0% of portfolio
|
Q2 2024
Added 4400.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
45
shares
|
$11,999
0.0% of portfolio
|
Q1 2023
Reduced 47.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
44
shares
|
$11,733
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
41
shares
|
$10,933
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
40
shares
|
$10,666
0.0% of portfolio
|
Q4 2023
Reduced 39.39%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
39
shares
|
$10,399
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
38
shares
|
$10,133
0.0% of portfolio
|
Q3 2024
Reduced 95.63%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
37
shares
|
$9,866
0.0% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
36
shares
|
$9,599
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
36
shares
|
$9,599
0.0% of portfolio
|
Q2 2023
Reduced 94.44%
|