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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,197
shares
|
$843,784
0.02% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,181
shares
|
$839,561
0.03% of portfolio
|
Q1 2025
Reduced 50.43%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,170
shares
|
$836,658
0.04% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,161
shares
|
$834,282
0.02% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,159
shares
|
$833,754
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
3,155
shares
|
$832,699
0.31% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
3,153
shares
|
$832,171
0.0% of portfolio
|
Q2 2025
Reduced 98.78%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,147
shares
|
$830,587
0.03% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,146
shares
|
$830,323
0.01% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,120
shares
|
$823,461
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,117
shares
|
$822,669
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
3,116
shares
|
$822,405
0.05% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,114
shares
|
$821,878
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,108
shares
|
$820,294
0.31% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
3,088
shares
|
$815,015
0.58% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,075
shares
|
$811,584
0.07% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,068
shares
|
$809,737
0.26% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,068
shares
|
$809,737
0.06% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
3,064
shares
|
$808,681
0.36% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
3,030
shares
|
$799,707
0.11% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,023
shares
|
$797,860
0.03% of portfolio
|
Q2 2025
Added 79.94%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,010
shares
|
$794,429
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
2,996
shares
|
$790,734
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,996
shares
|
$790,734
0.03% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,973
shares
|
$784,663
0.02% of portfolio
|
Q2 2024
Added 2.41%
|