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 1,824 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 $45.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
13,361
shares
|
$3.5 Million
0.3% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
13,288
shares
|
$3.48 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
13,264
shares
|
$3.48 Million
0.1% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
13,253
shares
|
$3.47 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
13,156
shares
|
$3.45 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
13,136
shares
|
$3.44 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.99%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
13,121
shares
|
$3.44 Million
0.12% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
13,105
shares
|
$3.43 Million
0.09% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
13,033
shares
|
$3.41 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
12,939
shares
|
$3.39 Million
0.3% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,938
shares
|
$3.39 Million
0.07% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
12,779
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
12,626
shares
|
$3.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
12,599
shares
|
$3.3 Million
1.49% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
12,523
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
12,483
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,473
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2022
Reduced 62.22%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
12,409
shares
|
$3.25 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
12,214
shares
|
$3.2 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,177
shares
|
$3.19 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,164
shares
|
$3.19 Million
0.22% of portfolio
|
Q4 2022
Added 24.2%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
12,106
shares
|
$3.17 Million
0.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
12,051
shares
|
$3.16 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
12,000
shares
|
$3.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
12,000
shares
|
$3.14 Million
0.3% of portfolio
|
Q4 2024
New holding
|