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 |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
794
shares
|
$211,823
0.11% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
794
shares
|
$211,823
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
791
shares
|
$211,022
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
791
shares
|
$211,022
0.04% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
791
shares
|
$211,022
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
790
shares
|
$210,756
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
790
shares
|
$210,756
0.17% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
790
shares
|
$210,756
0.41% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
788
shares
|
$210,222
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
787
shares
|
$209,955
0.05% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
787
shares
|
$209,955
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
785
shares
|
$209,422
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
782
shares
|
$208,621
0.04% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
779
shares
|
$207,821
0.0% of portfolio
|
Q1 2025
Reduced 85.56%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
779
shares
|
$207,821
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
778
shares
|
$207,554
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
777
shares
|
$207,288
0.04% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
777
shares
|
$207,288
0.03% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
776
shares
|
$207,021
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
776
shares
|
$207,021
0.05% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
775
shares
|
$206,754
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
774
shares
|
$206,487
0.02% of portfolio
|
Q1 2021
Reduced 50.7%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
772
shares
|
$205,954
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
767
shares
|
$204,620
0.1% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
761
shares
|
$203,019
0.0% of portfolio
|
Q1 2025
Added 2.28%
|