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 |
|---|---|---|---|---|---|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,422
shares
|
$639,238
0.23% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
2,400
shares
|
$633,432
0.2% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,397
shares
|
$632,640
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,390
shares
|
$630,792
0.15% of portfolio
|
Q1 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
2,365
shares
|
$624,194
0.47% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,354
shares
|
$621,291
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,353
shares
|
$621,027
0.05% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
2,351
shares
|
$620,499
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,332
shares
|
$615,484
0.01% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
2,332
shares
|
$615,484
0.04% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
2,330
shares
|
$614,956
0.31% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
2,330
shares
|
$614,956
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
2,329
shares
|
$614,692
0.27% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,328
shares
|
$614,429
0.21% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,327
shares
|
$614,165
0.06% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,321
shares
|
$612,581
0.39% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
2,321
shares
|
$612,581
0.08% of portfolio
|
Q2 2025
Reduced 44.75%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,317
shares
|
$611,525
0.01% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,316
shares
|
$611,261
0.01% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,312
shares
|
$610,206
0.04% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
2,308
shares
|
$609,150
0.71% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,306
shares
|
$608,622
0.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,306
shares
|
$608,622
0.01% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,291
shares
|
$604,663
0.11% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
2,286
shares
|
$603,343
0.1% of portfolio
|
Q1 2025
Reduced 13.41%
|