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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
596
shares
|
$159,000
0.04% of portfolio
|
Q3 2021
Added 19.2%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
596
shares
|
$159,000
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
594
shares
|
$158,467
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
573
shares
|
$152,864
0.01% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
571
shares
|
$152,331
0.02% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
548
shares
|
$146,195
0.1% of portfolio
|
Q1 2025
Added 37.34%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
536
shares
|
$142,994
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
531
shares
|
$141,660
0.01% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
527
shares
|
$140,593
0.07% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$140,593
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
523
shares
|
$139,525
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
515
shares
|
$137,391
0.12% of portfolio
|
Q4 2023
Reduced 49.26%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
511
shares
|
$136,324
0.01% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
507
shares
|
$135,257
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
500
shares
|
$133,390
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
500
shares
|
$133,390
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
481
shares
|
$128,321
0.02% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
475
shares
|
$126,720
0.01% of portfolio
|
Q3 2022
Reduced 20.3%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
474
shares
|
$126,453
0.06% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
471
shares
|
$125,653
0.02% of portfolio
|
Q1 2025
Reduced 26.52%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
467
shares
|
$124,586
0.02% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
464
shares
|
$123,785
0.07% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
446
shares
|
$118,983
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
438
shares
|
$116,849
0.01% of portfolio
|
Q2 2025
Added 217.39%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
437
shares
|
$116,582
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|