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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
434
shares
|
$115,782
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
423
shares
|
$112,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
422
shares
|
$112,581
0.02% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
412
shares
|
$109,913
0.03% of portfolio
|
Q2 2025
Reduced 71.53%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
387
shares
|
$103,243
0.01% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
369
shares
|
$98,441
0.0% of portfolio
|
Q1 2025
Reduced 52.45%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
360
shares
|
$96,040
0.12% of portfolio
|
Q1 2024
Added 16.13%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
359
shares
|
$95,774
0.03% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
358
shares
|
$95,507
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
351
shares
|
$93,639
0.04% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
345
shares
|
$92,039
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
344
shares
|
$91,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
344
shares
|
$91,772
0.05% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
340
shares
|
$90,705
0.04% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
334
shares
|
$89,104
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
325
shares
|
$86,703
0.04% of portfolio
|
Q2 2022
Reduced 8.45%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
322
shares
|
$85,903
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
321
shares
|
$85,636
0.03% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
321
shares
|
$85,636
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
319
shares
|
$85,102
0.01% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
317
shares
|
$84,569
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
312
shares
|
$83,235
0.02% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
309
shares
|
$82,435
0.04% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
308
shares
|
$82,168
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
308
shares
|
$82,168
0.01% of portfolio
|
Q1 2025
New holding
|