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 |
|---|---|---|---|---|---|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
5,021
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,019
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
5,017
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
5,016
shares
|
$1.32 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,959
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4,954
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,940
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,914
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,851
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,848
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,803
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,789
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
4,781
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,736
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
4,685
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,660
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
4,652
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2025
Added 476.46%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4,621
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,618
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,561
shares
|
$1.2 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,460
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
4,440
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Added 218.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,433
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,423
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 4.0%
|