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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
12
shares
|
$3,162
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,162
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
11
shares
|
$2,898
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10
shares
|
$2,635
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$2,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
10
shares
|
$2,635
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
9
shares
|
$2,371
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$2,108
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
7
shares
|
$1,844
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
7
shares
|
$1,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
6
shares
|
$1,581
0.0% of portfolio
|
Q1 2024
Reduced 97.4%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
6
shares
|
$1,581
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6
shares
|
$1,581
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$1,317
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
5
shares
|
$1,317
0.1% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3
shares
|
$790
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3
shares
|
$790
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3
shares
|
$790
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2
shares
|
$527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$527
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2
shares
|
$527
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1
shares
|
$263
0.0% of portfolio
|
Q1 2024
Reduced 97.44%
|