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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
175
shares
|
$46,686
0.0% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
171
shares
|
$45,619
0.01% of portfolio
|
Q2 2025
Added 101.18%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
171
shares
|
$45,619
0.01% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
170
shares
|
$45,352
0.01% of portfolio
|
Q2 2024
Reduced 14.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
169
shares
|
$45,085
0.02% of portfolio
|
Q1 2025
Added 39.67%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
165
shares
|
$44,018
0.01% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
165
shares
|
$44,018
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
158
shares
|
$42,151
0.0% of portfolio
|
Q4 2022
Reduced 29.46%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
158
shares
|
$42,151
0.0% of portfolio
|
Q4 2022
Reduced 29.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
155
shares
|
$41,350
0.0% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
152
shares
|
$40,550
0.01% of portfolio
|
Q1 2024
Reduced 47.77%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
152
shares
|
$40,550
0.01% of portfolio
|
Q2 2024
Reduced 75.95%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
152
shares
|
$40,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
151
shares
|
$40,283
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
150
shares
|
$40,016
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
150
shares
|
$40,016
0.01% of portfolio
|
Q4 2022
Reduced 8.54%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
150
shares
|
$40,016
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
149
shares
|
$39,750
0.01% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
149
shares
|
$39,750
0.0% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
144
shares
|
$38,416
0.0% of portfolio
|
Q4 2019
Reduced 49.12%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
144
shares
|
$38,416
0.0% of portfolio
|
Q1 2025
Added 108.7%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
144
shares
|
$38,416
0.02% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
143
shares
|
$38,149
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
141
shares
|
$37,615
0.01% of portfolio
|
Q3 2023
Added 10.16%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
141
shares
|
$37,615
0.01% of portfolio
|
Q2 2025
Reduced 2.76%
|