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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,957
shares
|
$780,441
0.14% of portfolio
|
Q2 2025
Added 191.91%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
2,951
shares
|
$778,857
0.07% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
2,943
shares
|
$776,745
0.04% of portfolio
|
Q2 2025
Added 47.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,918
shares
|
$770,147
0.07% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,906
shares
|
$766,980
0.23% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
2,903
shares
|
$766,188
0.25% of portfolio
|
Q2 2025
Added 44.07%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,899
shares
|
$765,133
0.09% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,899
shares
|
$765,133
0.76% of portfolio
|
Q3 2023
Added 9.4%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
2,891
shares
|
$763,021
0.14% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,889
shares
|
$762,493
0.07% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,879
shares
|
$759,854
0.04% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
2,849
shares
|
$751,936
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,847
shares
|
$751,408
0.06% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,840
shares
|
$749,561
0.22% of portfolio
|
Q1 2020
Reduced 57.29%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
2,840
shares
|
$749,561
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,814
shares
|
$742,699
1.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,802
shares
|
$739,531
0.04% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,800
shares
|
$739,004
0.04% of portfolio
|
Q4 2023
Added 424.34%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,791
shares
|
$736,628
0.06% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,789
shares
|
$736,100
0.03% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,788
shares
|
$735,836
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,780
shares
|
$733,725
0.2% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,768
shares
|
$730,558
0.07% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,764
shares
|
$729,502
0.14% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,759
shares
|
$728,182
0.09% of portfolio
|
Q2 2025
New holding
|