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 |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,886
shares
|
$4.35 Million
1.23% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
15,818
shares
|
$4.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
15,688
shares
|
$4.29 Million
0.05% of portfolio
|
Q2 2025
Added 24.94%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
15,668
shares
|
$4.29 Million
0.81% of portfolio
|
Q2 2025
Added 34717.78%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
15,632
shares
|
$4.28 Million
0.31% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,631
shares
|
$4.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
15,595
shares
|
$4.27 Million
0.03% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,504
shares
|
$4.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 85.03%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
15,441
shares
|
$4.22 Million
0.5% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
15,379
shares
|
$4.21 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
15,377
shares
|
$4.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
15,057
shares
|
$4.12 Million
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$4.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
14,949
shares
|
$4.09 Million
0.04% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
14,927
shares
|
$4.08 Million
0.24% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
14,876
shares
|
$4.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,868
shares
|
$4.07 Million
0.3% of portfolio
|
Q2 2023
Added 1.49%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,857
shares
|
$4.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,822
shares
|
$4.05 Million
0.18% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,775
shares
|
$4.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,662
shares
|
$4.01 Million
0.7% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
14,567
shares
|
$3.98 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
14,532
shares
|
$3.98 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
14,489
shares
|
$3.96 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
14,448
shares
|
$3.95 Million
0.52% of portfolio
|
Q2 2025
Reduced 31.7%
|