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 |
|---|---|---|---|---|---|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,283
shares
|
$602,552
0.49% of portfolio
|
Q2 2025
Added 39.8%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
2,282
shares
|
$602,288
0.02% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,275
shares
|
$600,440
0.02% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
2,268
shares
|
$598,593
0.08% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,266
shares
|
$598,065
0.19% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,263
shares
|
$597,273
0.0% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,253
shares
|
$594,634
0.01% of portfolio
|
Q1 2024
Added 3.44%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
2,235
shares
|
$589,883
0.24% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,225
shares
|
$587,244
0.04% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
2,222
shares
|
$586,452
0.1% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
2,222
shares
|
$586,452
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,217
shares
|
$585,132
0.07% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
2,199
shares
|
$580,382
0.07% of portfolio
|
Q2 2025
Reduced 56.92%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
2,198
shares
|
$580,118
0.03% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,195
shares
|
$579,326
0.03% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,192
shares
|
$578,534
0.03% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,180
shares
|
$575,367
0.06% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,179
shares
|
$575,103
0.01% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,174
shares
|
$573,783
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,165
shares
|
$571,408
0.0% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
2,163
shares
|
$570,880
0.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,163
shares
|
$570,880
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
2,160
shares
|
$570,088
0.07% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,160
shares
|
$570,088
0.02% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
2,158
shares
|
$569,560
0.02% of portfolio
|
Q1 2025
Reduced 1.73%
|