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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
35
shares
|
$9,311
0.0% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
35
shares
|
$9,311
0.0% of portfolio
|
Q4 2023
Reduced 38.6%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
34
shares
|
$9,045
0.0% of portfolio
|
Q2 2024
Reduced 79.39%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
34
shares
|
$9,045
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
33
shares
|
$8,779
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
31
shares
|
$8,247
0.0% of portfolio
|
Q3 2023
Reduced 29.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
30
shares
|
$7,981
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
29
shares
|
$7,715
0.0% of portfolio
|
Q3 2024
Reduced 54.69%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
28
shares
|
$7,449
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
27
shares
|
$7,183
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$7,183
0.0% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
24
shares
|
$6,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
24
shares
|
$6,384
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19
shares
|
$5,054
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
19
shares
|
$5,054
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
18
shares
|
$4,788
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
17
shares
|
$4,522
0.0% of portfolio
|
Q3 2024
Reduced 95.81%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
17
shares
|
$4,522
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
15
shares
|
$3,990
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
15
shares
|
$3,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
14
shares
|
$3,724
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$3,458
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
13
shares
|
$3,458
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
13
shares
|
$3,458
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
12
shares
|
$3,192
0.0% of portfolio
|
Q2 2024
New holding
|