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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
863
shares
|
$230,231
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
862
shares
|
$229,964
0.12% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
861
shares
|
$229,697
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
860
shares
|
$229,430
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
860
shares
|
$229,430
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
859
shares
|
$229,164
0.05% of portfolio
|
Q4 2024
Reduced 42.43%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
855
shares
|
$228,096
0.01% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
854
shares
|
$227,830
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
854
shares
|
$227,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
851
shares
|
$227,029
0.06% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
851
shares
|
$227,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
851
shares
|
$227,029
0.1% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
850
shares
|
$226,762
0.05% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
849
shares
|
$226,496
0.12% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
848
shares
|
$226,229
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
847
shares
|
$225,962
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
846
shares
|
$225,695
0.04% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
844
shares
|
$225,162
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
839
shares
|
$223,828
0.04% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
836
shares
|
$223,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
835
shares
|
$222,761
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
833
shares
|
$222,227
0.02% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
832
shares
|
$221,960
0.03% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
830
shares
|
$221,427
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
830
shares
|
$221,427
0.02% of portfolio
|
Q1 2025
New holding
|