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 1,820 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
7
shares
|
$1,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
6
shares
|
$1,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
6
shares
|
$1,579
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
6
shares
|
$1,579
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5
shares
|
$1,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
5
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
5
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
4
shares
|
$1,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$1,052
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3
shares
|
$789
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3
shares
|
$789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
3
shares
|
$789
0.06% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
3
shares
|
$789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3
shares
|
$789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2
shares
|
$526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2
shares
|
$526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1
shares
|
$263
0.0% of portfolio
|
Q1 2025
New holding
|