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 1,816 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $48.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
27,106
shares
|
$7.41 Million
0.31% of portfolio
|
Q4 2023
Reduced 3.47%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
26,747
shares
|
$7.32 Million
0.68% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
26,183
shares
|
$7.16 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
26,037
shares
|
$7.12 Million
0.01% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
25,983
shares
|
$7.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
25,937
shares
|
$7.1 Million
1.24% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
25,897
shares
|
$7.08 Million
0.28% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
25,472
shares
|
$6.97 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
25,461
shares
|
$6.96 Million
0.28% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
25,417
shares
|
$6.95 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
25,120
shares
|
$6.87 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,117
shares
|
$6.87 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
25,104
shares
|
$6.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
24,974
shares
|
$6.83 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24,686
shares
|
$6.75 Million
1.03% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
24,639
shares
|
$6.74 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
24,000
shares
|
$6.57 Million
1.2% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
23,773
shares
|
$6.5 Million
0.1% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
23,311
shares
|
$6.38 Million
0.42% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
23,145
shares
|
$6.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
23,079
shares
|
$6.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
23,067
shares
|
$6.31 Million
0.54% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
22,959
shares
|
$6.28 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
22,603
shares
|
$6.18 Million
0.21% of portfolio
|
Q2 2025
Added 50.34%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
22,515
shares
|
$6.16 Million
0.42% of portfolio
|
Q2 2025
Added 5.59%
|