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 |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
11,983
shares
|
$3.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
11,951
shares
|
$3.13 Million
0.19% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,865
shares
|
$3.11 Million
0.04% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
11,792
shares
|
$3.09 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
11,784
shares
|
$3.09 Million
0.09% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
May 15, 2025 Q1 2025 |
11,735
shares
|
$3.07 Million
4.26% of portfolio
|
Q1 2025
Added 293.13%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,691
shares
|
$3.06 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,666
shares
|
$3.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,598
shares
|
$3.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
11,533
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.75%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
11,459
shares
|
$3 Million
0.03% of portfolio
|
Q1 2025
Added 702.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,418
shares
|
$2.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
11,417
shares
|
$2.99 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
11,289
shares
|
$2.96 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
11,091
shares
|
$2.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
11,048
shares
|
$2.89 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
11,038
shares
|
$2.89 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
10,988
shares
|
$2.88 Million
0.07% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
10,917
shares
|
$2.86 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,914
shares
|
$2.86 Million
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,878
shares
|
$2.85 Million
0.68% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
10,732
shares
|
$2.81 Million
0.05% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
10,713
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
10,698
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,636
shares
|
$2.79 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.86%
|