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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,573
shares
|
$679,091
0.05% of portfolio
|
Q4 2023
Reduced 67.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,571
shares
|
$678,564
0.05% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,564
shares
|
$676,716
0.26% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,536
shares
|
$669,326
0.06% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
2,532
shares
|
$668,270
0.37% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,526
shares
|
$666,687
0.24% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,525
shares
|
$666,423
0.05% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,519
shares
|
$664,839
0.01% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,513
shares
|
$663,256
0.07% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
2,506
shares
|
$661,408
0.28% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,502
shares
|
$660,352
0.06% of portfolio
|
Q2 2025
Reduced 86.63%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,502
shares
|
$660,352
0.05% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
2,500
shares
|
$659,825
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,490
shares
|
$657,185
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,490
shares
|
$657,185
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
2,486
shares
|
$656,129
0.0% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,476
shares
|
$653,490
0.12% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,472
shares
|
$652,434
0.03% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,472
shares
|
$652,434
0.16% of portfolio
|
Q2 2025
Added 1801.54%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,459
shares
|
$649,003
0.16% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,455
shares
|
$647,948
0.03% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,447
shares
|
$645,836
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,445
shares
|
$645,308
0.27% of portfolio
|
Q1 2024
Reduced 67.69%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
2,441
shares
|
$644,253
0.02% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
2,436
shares
|
$642,933
0.12% of portfolio
|
Q2 2025
Reduced 67.35%
|