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 |
|---|---|---|---|---|---|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
15,029
shares
|
$4.01 Million
0.03% of portfolio
|
Q1 2025
Added 224.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
14,949
shares
|
$3.99 Million
0.04% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,915
shares
|
$3.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,868
shares
|
$3.97 Million
0.3% of portfolio
|
Q2 2023
Added 1.49%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,822
shares
|
$3.95 Million
0.18% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
14,808
shares
|
$3.95 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
14,788
shares
|
$3.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
14,723
shares
|
$3.93 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,662
shares
|
$3.91 Million
0.7% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
14,532
shares
|
$3.88 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
14,448
shares
|
$3.85 Million
0.52% of portfolio
|
Q2 2025
Reduced 31.7%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
14,406
shares
|
$3.84 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,367
shares
|
$3.83 Million
0.12% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
14,316
shares
|
$3.82 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
14,182
shares
|
$3.78 Million
0.12% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
14,118
shares
|
$3.77 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
13,869
shares
|
$3.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
13,807
shares
|
$3.68 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
13,713
shares
|
$3.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,672
shares
|
$3.65 Million
0.12% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
13,667
shares
|
$3.65 Million
0.07% of portfolio
|
Q1 2025
Added 22.43%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,618
shares
|
$3.63 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,609
shares
|
$3.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
13,605
shares
|
$3.63 Million
0.08% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
13,544
shares
|
$3.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 82.11%
|