Security Details
| Security Name: | THE TRAVELERS COMPANIES INC. |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 89417e109 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.24B | - | 16 | - |
| 2024-09-30 | $0.30B | +25.5% | 14 | -12.5% |
| 2024-12-31 | $0.31B | +6.1% | 14 | 0.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| AUXIER ASSET MANAGEMENT | $10.5M | 43K | 1.6% |
| BAHL & GAYNOR INC | $286.5M | 1,189K | 1.5% |
| PINNACLE HOLDINGS, LLC | $2.1M | 8K | 0.8% |
| SAGEWORTH TRUST CO OF SOUTH DAKOTA | $0.6M | 2K | 0.8% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | $0.4M | 1K | 0.4% |
| AR ASSET MANAGEMENT INC | $0.8M | 3K | 0.2% |
| GLOBALT INVESTMENTS LLC / GA | $4.0M | 16K | 0.2% |
| SLATESTONE WEALTH, LLC | $1.3M | 5K | 0.1% |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | $2.7M | 11K | 0.1% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $1.5M | 6K | 0.0% |
| DOUGLASS WINTHROP ADVISORS, LLC | $1.5M | 6K | 0.0% |
| SAGEWORTH TRUST CO | $0.2M | 1K | 0.0% |
| CAPITAL WEALTH PLANNING, LLC | $1.9M | 8K | 0.0% |
| SVB WEALTH LLC | $0.9M | 3K | 0.0% |
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