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 |
|---|---|---|---|---|---|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
6,000
shares
|
$1.58 Million
0.47% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,979
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
5,943
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2023
Reduced 35.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,927
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,883
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
5,883
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,853
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,841
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2022
Added 12.2%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
5,801
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,721
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,683
shares
|
$1.5 Million
0.82% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
5,682
shares
|
$1.5 Million
0.18% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
5,653
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
5,642
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
5,589
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
5,584
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,572
shares
|
$1.47 Million
0.75% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,566
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,537
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 74.06%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
5,536
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,512
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
5,487
shares
|
$1.45 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,463
shares
|
$1.44 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,461
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.44%
|