13F

Stock

Travelers Companies, Inc.

TRV · held by 14 managers

Reported value

$386.8M

Holders

14

+0 new · −1 exited

Holders’ est. mark

$10.2M

Price effect on 8 books still in the name

Largest holder

$300M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.25M$300M$8.14MAdded$18.4M
Marex Group plc150K$36.1M$1.02MAdded$1.02M
DANSKE BANK A/S139K$33.5M$855.5KAdded$3.91M
Swiss Life Asset Management Ltd58.5K$14.1M$160.4KAdded$8.56M
Roehl & Yi Investment Advisors, LLC3.7K$891.8KHeld
CHESAPEAKE ASSET MANAGEMENT LLC3.03K$730.9K$18.4KAdded$93.1K
ELEVATION POINT WEALTH PARTNERS, LLC1.86K$448K$11.6KAdded$44.4K
Severin Investments, LLC1.71K$413KHeld
Medallion Wealth Advisors, LLC1.31K$346.8KHeld
Evelyn Partners Investment Management LLP500$120.4KHeld
Prestige Wealth Management Group LLC323$77.8K$2.19KAdded$2.19K
Leonteq Securities AG86$20.7K$583Cut−$163.1K
Clark Wealth Partners12$2.89KHeld
Aventura Private Wealth, LLC6$1.45KHeld

Who left

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.