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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
6,575
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2025
Added 83.92%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
6,575
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 49.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
6,549
shares
|
$1.73 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
6,549
shares
|
$1.73 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
6,546
shares
|
$1.73 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,533
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,478
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,477
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,475
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Academy Capital Management Inc
Waco, TX |
Aug 01, 2025 Q2 2025 |
6,417
shares
|
$1.69 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
6,395
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 170.86%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
6,353
shares
|
$1.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,244
shares
|
$1.65 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
6,224
shares
|
$1.64 Million
0.8% of portfolio
|
Q2 2022
Reduced 2.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
6,212
shares
|
$1.64 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,191
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
6,150
shares
|
$1.62 Million
0.72% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
6,136
shares
|
$1.62 Million
0.55% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
6,109
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,109
shares
|
$1.61 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,092
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 88.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,083
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
6,080
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,045
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
6,018
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.6%
|