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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,367
shares
|
$3.91 Million
0.12% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
14,230
shares
|
$3.88 Million
0.11% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,116
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
14,099
shares
|
$3.84 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
14,038
shares
|
$3.82 Million
0.06% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
14,038
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,966
shares
|
$3.8 Million
0.03% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,891
shares
|
$3.78 Million
0.11% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
13,869
shares
|
$3.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
13,860
shares
|
$3.77 Million
0.29% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,830
shares
|
$3.77 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
13,713
shares
|
$3.73 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
13,637
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Added 400.44%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,618
shares
|
$3.71 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,609
shares
|
$3.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,580
shares
|
$3.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
13,544
shares
|
$3.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 82.11%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
13,535
shares
|
$3.69 Million
0.46% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
13,514
shares
|
$3.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
13,264
shares
|
$3.61 Million
0.1% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,243
shares
|
$3.61 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
13,192
shares
|
$3.59 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
13,139
shares
|
$3.58 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
13,136
shares
|
$3.58 Million
0.42% of portfolio
|
Q4 2022
Reduced 1.99%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
12,983
shares
|
$3.54 Million
0.18% of portfolio
|
Q2 2025
Added 8.64%
|