| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BURKE & HERBERT BANK & TRUST CO | 14 | 12 | 0.17% | 0.22% | 0.29% | Q1 2017 | Q3 2023 | 26 |
| Sonora Investment Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 17 |
| MOODY NATIONAL BANK TRUST DIVISION | 3 | 1 | 0.06% | 0.09% | 0.10% | Q4 2013 | Q3 2017 | 6 |
| NICOLET ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 6 |
| GABELLI FUNDS LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q3 2022 | 5 |
| FIDUCIARY TRUST CO | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2015 | Q4 2015 | 4 |
| Freedom Investment Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 4 |
| Loveless Wealth Management LLC | 3 | 3 | 0.38% | 0.46% | 0.52% | Q4 2021 | Q2 2022 | 3 |
| GHP Investment Advisors, Inc. | 2 | 1 | 0.53% | 0.56% | 0.63% | Q1 2016 | Q1 2021 | 3 |
| McQueen, Ball & Associates Inc. | 2 | 1 | 1.44% | 1.46% | 1.49% | Q1 2016 | Q4 2017 | 3 |
| ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2023 | 2 |
| ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 2 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
| VICUS CAPITAL | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
| NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.51% | 0.54% | 0.57% | Q1 2014 | Q2 2014 | 2 |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 1 | 1 | 0.15% | 0.17% | 0.19% | Q4 2015 | Q3 2016 | 2 |
| Eagle Bay Advisors LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
| Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.22% | 0.22% | 0.23% | Q1 2018 | Q3 2018 | 2 |
| Great Point Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.10% | 0.22% | 0.34% | Q1 2014 | Q1 2019 | 2 |
| Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
| JOYN Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
| SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.10% | 0.11% | Q2 2019 | Q2 2020 | 2 |
| JB Capital LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
| Compass Wealth Management LLC | 1 | 1 | 0.63% | 0.63% | 0.64% | Q2 2023 | Q4 2023 | 2 |
| GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2014 | Q3 2014 | 1 |
| 1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
| DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
| LBA Wealth Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2014 | Q3 2014 | 1 |
| Spartan Planning & Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
| Perigon Wealth Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2017 | Q4 2017 | 1 |
| HUNTINGTON NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
| Essex Savings Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
| Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
| Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| CITY NATIONAL BANK | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
| Castleview Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
| Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
| BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2018 | Q1 2018 | 1 |
| Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Asset Dedication, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2015 | Q4 2015 | 1 |
| VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
| First Washington CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
| Nelson Capital Management, LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q2 2017 | Q2 2017 | 1 |
| RFP Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| Tibra Equities Europe Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
| Aptus Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
| NuWave Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| BP PLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
| Norinchukin Bank, The | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
| Ethic Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
| CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
| Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
| CLEARARC CAPITAL INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2014 | Q1 2014 | 1 |
| Legacy Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
| WHITTIER TRUST CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
| Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
| JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| Achmea Investment Management B.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
| NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
| Ninety One UK Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
This page lists all the filers that currently own TRAVELERS COMPANIES INC or have owned TRAVELERS COMPANIES INC in the past.