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 |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,465
shares
|
$914,517
0.11% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,457
shares
|
$912,406
0.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
3,450
shares
|
$910,558
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,447
shares
|
$909,766
0.21% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,416
shares
|
$901,584
0.41% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,396
shares
|
$896,306
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,386
shares
|
$893,666
0.28% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
3,372
shares
|
$889,971
0.11% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,362
shares
|
$887,332
0.02% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,360
shares
|
$886,804
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
3,355
shares
|
$885,485
0.59% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,338
shares
|
$880,998
0.06% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,337
shares
|
$880,734
0.08% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,311
shares
|
$873,872
0.84% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
3,304
shares
|
$872,024
0.25% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
3,303
shares
|
$871,760
0.09% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
3,272
shares
|
$863,578
0.18% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
3,264
shares
|
$861,467
0.4% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
3,264
shares
|
$861,467
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
3,251
shares
|
$858,036
0.09% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
3,247
shares
|
$856,980
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
3,243
shares
|
$855,924
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,224
shares
|
$850,910
0.06% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
3,205
shares
|
$845,895
0.41% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,198
shares
|
$844,048
0.05% of portfolio
|
Q2 2025
Added 2.5%
|