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 |
|---|---|---|---|---|---|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
29
shares
|
$7,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
29
shares
|
$7,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
28
shares
|
$7,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
28
shares
|
$7,134
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
28
shares
|
$7,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
27
shares
|
$6,879
0.0% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
26
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
26
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$6,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
24
shares
|
$6,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
24
shares
|
$6,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19
shares
|
$4,841
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
19
shares
|
$4,841
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
19
shares
|
$4,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
18
shares
|
$4,586
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
18
shares
|
$4,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
17
shares
|
$4,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
17
shares
|
$4,331
0.0% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
17
shares
|
$4,331
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
15
shares
|
$3,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
13
shares
|
$3,312
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
12
shares
|
$3,057
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
12
shares
|
$3,057
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
12
shares
|
$3,057
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
12
shares
|
$3,057
0.0% of portfolio
|
Q4 2024
New holding
|