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 1,718 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 $45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
76
shares
|
$19,364
0.01% of portfolio
|
Q3 2024
Added 43.4%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
76
shares
|
$19,364
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
76
shares
|
$19,364
0.01% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
75
shares
|
$19,109
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
74
shares
|
$18,854
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
72
shares
|
$18,344
0.0% of portfolio
|
Q4 2023
Reduced 1.37%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
71
shares
|
$18,090
0.01% of portfolio
|
Q2 2022
Reduced 98.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
71
shares
|
$18,090
0.01% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
70
shares
|
$17,835
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
69
shares
|
$17,580
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
69
shares
|
$17,580
0.0% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
67
shares
|
$17,070
0.0% of portfolio
|
Q4 2024
Reduced 60.36%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$16,816
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
65
shares
|
$16,561
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
65
shares
|
$16,561
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
65
shares
|
$16,561
0.01% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
63
shares
|
$16,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
63
shares
|
$16,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
61
shares
|
$15,542
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
57
shares
|
$14,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
57
shares
|
$14,523
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
56
shares
|
$14,268
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
56
shares
|
$14,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
53
shares
|
$13,503
0.01% of portfolio
|
Q4 2024
Added 82.76%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
51
shares
|
$12,994
0.0% of portfolio
|
Q4 2023
Reduced 74.5%
|