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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,450
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2022
Reduced 6.69%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,430
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
5,411
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,377
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
5,357
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
5,347
shares
|
$1.41 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,343
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jul 25, 2025 Q2 2025 |
5,300
shares
|
$1.4 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
5,293
shares
|
$1.4 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
5,287
shares
|
$1.4 Million
0.35% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
5,280
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 203.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,275
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
5,264
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
5,263
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,261
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,189
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
5,165
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,108
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
5,072
shares
|
$1.34 Million
4.29% of portfolio
|
Q2 2025
Reduced 76.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
5,071
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
5,065
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,058
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
5,045
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
5,043
shares
|
$1.33 Million
0.96% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,023
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|