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 1,820 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
28,910
shares
|
$7.61 Million
0.11% of portfolio
|
Q1 2025
Added 42.62%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
28,362
shares
|
$7.47 Million
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,122
shares
|
$7.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
28,088
shares
|
$7.39 Million
0.63% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
27,911
shares
|
$7.35 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,361
shares
|
$7.2 Million
0.48% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
27,187
shares
|
$7.16 Million
0.02% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
27,106
shares
|
$7.14 Million
0.31% of portfolio
|
Q4 2023
Reduced 3.47%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
26,747
shares
|
$7.04 Million
0.68% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,725
shares
|
$7.04 Million
0.02% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
26,685
shares
|
$7.02 Million
0.16% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
26,458
shares
|
$6.96 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
26,368
shares
|
$6.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
25,716
shares
|
$6.77 Million
0.14% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
25,680
shares
|
$6.76 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
25,613
shares
|
$6.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
25,474
shares
|
$6.71 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
25,473
shares
|
$6.71 Million
1.97% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
24,993
shares
|
$6.58 Million
0.04% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
24,736
shares
|
$6.51 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24,686
shares
|
$6.5 Million
1.03% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
24,639
shares
|
$6.49 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
24,612
shares
|
$6.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
24,463
shares
|
$6.44 Million
0.27% of portfolio
|
Q1 2025
Added 82.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
24,446
shares
|
$6.44 Million
0.24% of portfolio
|
Q1 2025
Added 1.48%
|