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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
102
shares
|
$27,211
0.0% of portfolio
|
Q1 2025
Reduced 62.36%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q2 2025
Added 122.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
100
shares
|
$26,677
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
96
shares
|
$25,610
0.01% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
95
shares
|
$25,344
0.0% of portfolio
|
Q1 2025
Added 41.79%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
91
shares
|
$24,276
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
90
shares
|
$24,010
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
90
shares
|
$24,010
0.01% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
89
shares
|
$23,743
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
88
shares
|
$23,476
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
86
shares
|
$22,943
0.01% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
86
shares
|
$22,943
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
82
shares
|
$21,875
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
82
shares
|
$21,875
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
82
shares
|
$21,875
0.01% of portfolio
|
Q3 2024
Reduced 37.88%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
80
shares
|
$21,342
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
77
shares
|
$20,542
0.0% of portfolio
|
Q2 2021
Added 7600.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
77
shares
|
$20,542
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
76
shares
|
$20,275
0.01% of portfolio
|
Q3 2024
Added 43.4%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
76
shares
|
$20,275
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|