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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
2,742
shares
|
$723,696
0.36% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
2,734
shares
|
$721,584
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,721
shares
|
$718,153
0.15% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$718,153
0.03% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
2,719
shares
|
$717,625
0.18% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,715
shares
|
$716,569
0.03% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
2,715
shares
|
$716,569
0.05% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,689
shares
|
$709,707
0.02% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,665
shares
|
$703,373
0.22% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,662
shares
|
$702,581
0.01% of portfolio
|
Q2 2025
Added 84.73%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,660
shares
|
$702,053
0.01% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,658
shares
|
$701,525
0.19% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,621
shares
|
$691,760
0.13% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,621
shares
|
$691,760
0.0% of portfolio
|
Q2 2025
Added 130950.0%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
2,619
shares
|
$691,232
0.05% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,611
shares
|
$689,121
0.06% of portfolio
|
Q3 2023
Added 5.2%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
2,611
shares
|
$689,121
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
2,611
shares
|
$689,121
0.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
2,609
shares
|
$688,593
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
2,595
shares
|
$684,898
0.06% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
2,590
shares
|
$683,578
0.18% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
2,587
shares
|
$682,786
0.12% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
2,586
shares
|
$682,522
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,580
shares
|
$680,939
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
2,579
shares
|
$680,675
0.04% of portfolio
|
Q2 2024
Reduced 0.54%
|