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 1,823 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $46.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
21,099
shares
|
$5.63 Million
0.14% of portfolio
|
Q3 2023
Added 12.59%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
20,821
shares
|
$5.55 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
20,750
shares
|
$5.54 Million
1.48% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
20,749
shares
|
$5.54 Million
0.19% of portfolio
|
Q2 2025
Added 1057.87%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
20,731
shares
|
$5.53 Million
0.03% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
20,725
shares
|
$5.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
20,623
shares
|
$5.5 Million
0.88% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
20,304
shares
|
$5.42 Million
4.98% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
20,284
shares
|
$5.41 Million
0.02% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,267
shares
|
$5.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
20,250
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
20,155
shares
|
$5.38 Million
0.86% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
May 09, 2025 Q1 2025 |
20,118
shares
|
$5.37 Million
1.68% of portfolio
|
Q1 2022
Added 6.48%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
20,008
shares
|
$5.34 Million
0.08% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
19,855
shares
|
$5.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
19,832
shares
|
$5.29 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
19,781
shares
|
$5.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
19,700
shares
|
$5.26 Million
0.86% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,554
shares
|
$5.22 Million
3.39% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
19,539
shares
|
$5.21 Million
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
19,480
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
19,388
shares
|
$5.17 Million
2.71% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
19,354
shares
|
$5.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19,303
shares
|
$5.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
19,254
shares
|
$5.14 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.3%
|