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 1,813 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 $47.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,213
shares
|
$2.43 Million
0.16% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
9,200
shares
|
$2.43 Million
0.09% of portfolio
|
Q3 2024
Added 46.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
9,157
shares
|
$2.42 Million
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
9,151
shares
|
$2.42 Million
0.79% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
9,082
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Added 51.34%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
9,079
shares
|
$2.4 Million
1.11% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,002
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Added 26.66%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
8,992
shares
|
$2.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
8,858
shares
|
$2.34 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
8,766
shares
|
$2.31 Million
0.12% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
8,751
shares
|
$2.31 Million
0.35% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
8,724
shares
|
$2.3 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
8,662
shares
|
$2.29 Million
0.14% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,642
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
8,629
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,627
shares
|
$2.28 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
8,603
shares
|
$2.27 Million
0.16% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
8,544
shares
|
$2.26 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
8,541
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,462
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
8,376
shares
|
$2.21 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,356
shares
|
$2.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
8,337
shares
|
$2.2 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
8,324
shares
|
$2.2 Million
0.34% of portfolio
|
Q2 2025
Added 249.89%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
8,306
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.83%
|