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 |
|---|---|---|---|---|---|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
4,100
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
4,087
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,082
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
4,072
shares
|
$1.07 Million
0.45% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,064
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2020
Added 1.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,053
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,051
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 112.32%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
4,025
shares
|
$1.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,003
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$1.06 Million
0.56% of portfolio
|
Q2 2017
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
3,987
shares
|
$1.05 Million
1.46% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
3,978
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
3,968
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 83.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,963
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,939
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
3,927
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 252.51%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,911
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Added 39.58%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
3,892
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Added 121.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,882
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
3,861
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,856
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,852
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,793
shares
|
$1 Million
0.15% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
3,775
shares
|
$996,335
0.12% of portfolio
|
Q3 2024
Added 291.19%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,766
shares
|
$993,960
0.01% of portfolio
|
Q2 2025
Reduced 10.99%
|