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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
19,832
shares
|
$5.43 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
19,820
shares
|
$5.42 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
19,795
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 92.86%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
19,733
shares
|
$5.4 Million
2.41% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
19,700
shares
|
$5.39 Million
0.86% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,673
shares
|
$5.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
19,539
shares
|
$5.34 Million
0.09% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
19,354
shares
|
$5.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
19,328
shares
|
$5.29 Million
0.27% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
19,279
shares
|
$5.27 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
19,255
shares
|
$5.27 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,911
shares
|
$5.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,890
shares
|
$5.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,692
shares
|
$5.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,610
shares
|
$5.09 Million
0.09% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
18,562
shares
|
$5.08 Million
2.84% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
18,476
shares
|
$5.05 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
18,420
shares
|
$5.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
18,342
shares
|
$5.02 Million
0.01% of portfolio
|
Q2 2025
Added 59.04%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,302
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
18,280
shares
|
$5 Million
0.17% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,218
shares
|
$4.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
18,216
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
18,154
shares
|
$4.97 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
18,007
shares
|
$4.93 Million
0.02% of portfolio
|
Q2 2025
Added 7.26%
|