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 |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
827
shares
|
$220,627
0.2% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
826
shares
|
$220,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
826
shares
|
$220,360
0.13% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
825
shares
|
$220,093
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
819
shares
|
$218,492
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
818
shares
|
$218,226
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
817
shares
|
$217,959
0.11% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
817
shares
|
$217,959
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
814
shares
|
$217,158
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
814
shares
|
$217,158
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
812
shares
|
$216,625
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
812
shares
|
$216,625
0.16% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
808
shares
|
$215,558
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
807
shares
|
$215,291
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
807
shares
|
$215,291
0.06% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
807
shares
|
$215,291
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
806
shares
|
$215,024
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
806
shares
|
$215,024
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
805
shares
|
$214,757
0.09% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
801
shares
|
$213,690
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
800
shares
|
$213,423
0.18% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
800
shares
|
$213,423
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
800
shares
|
$213,423
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
800
shares
|
$213,423
0.13% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
797
shares
|
$212,623
0.03% of portfolio
|
Q2 2025
Added 0.25%
|