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 1,597 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $41.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
331
shares
|
$80,393
0.05% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
330
shares
|
$80,150
0.01% of portfolio
|
Q3 2024
Added 1122.22%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
325
shares
|
$78,936
0.04% of portfolio
|
Q2 2022
Reduced 8.45%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
323
shares
|
$78,450
0.02% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
322
shares
|
$78,207
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
321
shares
|
$77,964
0.02% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
311
shares
|
$75,535
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
311
shares
|
$75,535
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
309
shares
|
$75,049
0.03% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
309
shares
|
$75,049
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
308
shares
|
$74,807
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
308
shares
|
$74,807
0.05% of portfolio
|
Q2 2024
Added 413.33%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
308
shares
|
$74,807
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
306
shares
|
$74,321
0.01% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
300
shares
|
$72,864
0.01% of portfolio
|
Q3 2024
Added 56.25%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
297
shares
|
$72,135
0.0% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
296
shares
|
$71,892
0.06% of portfolio
|
Q4 2023
Added 7300.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
292
shares
|
$70,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
290
shares
|
$70,435
0.02% of portfolio
|
Q1 2024
Reduced 15.7%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
288
shares
|
$69,949
0.01% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
285
shares
|
$69,220
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
283
shares
|
$68,735
0.03% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
279
shares
|
$67,763
0.0% of portfolio
|
Q3 2019
Reduced 17.94%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
278
shares
|
$67,520
0.01% of portfolio
|
Q2 2020
Reduced 72.75%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
276
shares
|
$67,034
0.01% of portfolio
|
Q3 2024
Added 22.12%
|