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 |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
308
shares
|
$82,168
0.06% of portfolio
|
Q2 2024
Added 413.33%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
308
shares
|
$82,168
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
301
shares
|
$80,300
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$80,033
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
297
shares
|
$79,233
0.0% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
295
shares
|
$78,700
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
290
shares
|
$77,366
0.03% of portfolio
|
Q1 2024
Reduced 15.7%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
285
shares
|
$76,032
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
279
shares
|
$74,431
0.0% of portfolio
|
Q3 2019
Reduced 17.94%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
278
shares
|
$74,164
0.02% of portfolio
|
Q2 2020
Reduced 72.75%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
270
shares
|
$72,030
0.02% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
265
shares
|
$70,696
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
261
shares
|
$69,629
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
254
shares
|
$67,762
0.02% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
251
shares
|
$66,961
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
250
shares
|
$66,695
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
247
shares
|
$65,894
0.01% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
244
shares
|
$65,094
0.03% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
244
shares
|
$65,094
0.06% of portfolio
|
Q4 2024
Reduced 20.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
243
shares
|
$64,827
0.02% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
238
shares
|
$63,493
0.0% of portfolio
|
Q2 2024
Reduced 58.46%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
234
shares
|
$62,426
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
229
shares
|
$61,092
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
226
shares
|
$60,292
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
221
shares
|
$58,958
0.0% of portfolio
|
Q3 2022
New holding
|