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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
7,541
shares
|
$1.99 Million
0.15% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,526
shares
|
$1.99 Million
0.22% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
7,505
shares
|
$1.98 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
7,472
shares
|
$1.97 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,392
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,387
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
7,379
shares
|
$1.95 Million
0.25% of portfolio
|
Q2 2025
Added 29.39%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,378
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
7,332
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
7,292
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,292
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
7,247
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
7,228
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
7,219
shares
|
$1.91 Million
0.29% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
7,219
shares
|
$1.91 Million
0.29% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
7,192
shares
|
$1.9 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,177
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2023
Reduced 51.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
7,151
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
7,127
shares
|
$1.88 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
7,117
shares
|
$1.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
7,101
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2023
Added 122.88%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
7,030
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
7,017
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 61.46%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
7,000
shares
|
$1.85 Million
0.43% of portfolio
|
Q2 2018
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
6,989
shares
|
$1.84 Million
0.3% of portfolio
|
Q2 2025
Added 21.63%
|