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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,985
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
6,975
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,959
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
6,947
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.59%
|
|
|
Eagle Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
6,890
shares
|
$1.82 Million
0.29% of portfolio
|
Q2 2025
Added 4493.33%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
6,868
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,866
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,863
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 25.65%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
6,814
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,807
shares
|
$1.8 Million
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,798
shares
|
$1.79 Million
0.2% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,776
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 175.9%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
6,775
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
6,761
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,701
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
6,700
shares
|
$1.77 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
6,699
shares
|
$1.77 Million
1.35% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
6,684
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
6,649
shares
|
$1.75 Million
0.25% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Muhlenkamp & CO Inc
|
Jul 24, 2025 Q2 2025 |
6,648
shares
|
$1.75 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
6,617
shares
|
$1.75 Million
1.17% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
6,606
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
6,595
shares
|
$1.74 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
6,584
shares
|
$1.74 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.37%
|