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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
3,763
shares
|
$993,168
0.24% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,760
shares
|
$992,376
0.25% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,718
shares
|
$981,291
0.07% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,704
shares
|
$977,596
0.06% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,703
shares
|
$977,332
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,697
shares
|
$975,749
0.04% of portfolio
|
Q3 2022
Added 19.37%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,691
shares
|
$974,165
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
3,691
shares
|
$974,165
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,688
shares
|
$973,373
0.03% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,685
shares
|
$972,582
0.06% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
3,679
shares
|
$970,998
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
3,673
shares
|
$969,414
0.39% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
3,647
shares
|
$962,552
0.08% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,627
shares
|
$957,274
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,626
shares
|
$957,010
0.02% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,581
shares
|
$945,133
0.04% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
3,567
shares
|
$941,438
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
3,538
shares
|
$933,784
0.3% of portfolio
|
Q3 2022
Reduced 0.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
3,524
shares
|
$930,089
0.08% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
3,522
shares
|
$929,561
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
3,514
shares
|
$927,450
0.02% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,514
shares
|
$927,450
0.11% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,509
shares
|
$926,130
0.21% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
3,500
shares
|
$923,755
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,486
shares
|
$920,059
0.02% of portfolio
|
Q2 2025
Reduced 4.57%
|