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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,281
shares
|
$2.19 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,257
shares
|
$2.18 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
8,208
shares
|
$2.17 Million
0.31% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
8,175
shares
|
$2.16 Million
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
8,114
shares
|
$2.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
8,093
shares
|
$2.14 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,081
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
8,062
shares
|
$2.13 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,004
shares
|
$2.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
8,000
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,996
shares
|
$2.11 Million
0.27% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
7,974
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
7,972
shares
|
$2.1 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
7,965
shares
|
$2.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
7,900
shares
|
$2.09 Million
0.38% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,754
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,750
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
7,720
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,718
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
7,698
shares
|
$2.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
7,663
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 41.75%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
7,657
shares
|
$2.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
7,621
shares
|
$2.01 Million
0.38% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,575
shares
|
$2 Million
0.12% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,573
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|