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 1,713 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
46
shares
|
$11,097
0.0% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
46
shares
|
$11,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
45
shares
|
$10,855
0.01% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
45
shares
|
$10,855
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
45
shares
|
$10,855
0.0% of portfolio
|
Q1 2023
Reduced 47.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
45
shares
|
$10,855
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
44
shares
|
$10,614
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
39
shares
|
$9,408
0.0% of portfolio
|
Q4 2024
Added 550.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
39
shares
|
$9,408
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
35
shares
|
$8,443
0.0% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
35
shares
|
$8,443
0.0% of portfolio
|
Q4 2023
Reduced 38.6%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
35
shares
|
$8,443
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
34
shares
|
$8,202
0.0% of portfolio
|
Q2 2024
Reduced 79.39%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
34
shares
|
$8,202
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
33
shares
|
$7,960
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
31
shares
|
$7,478
0.0% of portfolio
|
Q3 2023
Reduced 29.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$7,237
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
30
shares
|
$7,237
0.0% of portfolio
|
Q4 2024
Reduced 72.73%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
30
shares
|
$7,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
29
shares
|
$6,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
29
shares
|
$6,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
28
shares
|
$6,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
28
shares
|
$6,754
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
28
shares
|
$6,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$6,513
0.0% of portfolio
|
Q2 2024
Added 285.71%
|