Q3 2014 13F Holders as of 30 Sep 2014
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Type / Class
-
Equity / COM
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Number of holders
-
7
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Total 13F shares, excl. options
-
279,023
-
Shares change
-
+253,768
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Total reported value, excl. options
-
$26,212,518
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Value change
-
+$23,837,518
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Number of buys
-
7
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Number of sells
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-2
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Price
-
$93.96
Significant Holders of TRAVELERS COMPANIES INC - COM as of Q3 2014
9 filings reported holding 89417E113 - TRAVELERS COMPANIES INC - COM as of Q3 2014.
TRAVELERS COMPANIES INC - COM has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 279,023 shares
.
Largest 9 shareholders include GW HENSSLER & ASSOCIATES LTD (157,569 shares), SCHRODER INVESTMENT MANAGEMENT GROUP (108,149 shares), LBA Wealth Management, LLC (11,590 shares), First Washington CORP (1,400 shares), Lenox Wealth Advisors, Inc. (156 shares), JFS WEALTH ADVISORS, LLC (145 shares), NuWave Investment Management, LLC (14 shares), NAPLES GLOBAL ADVISORS, LLC (0 shares), and MOODY NATIONAL BANK TRUST DIVISION (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.