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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,156
shares
|
$569,033
0.01% of portfolio
|
Q2 2025
Added 105.33%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,138
shares
|
$564,282
0.04% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,124
shares
|
$560,587
0.05% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,113
shares
|
$557,684
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,112
shares
|
$557,420
0.58% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
2,111
shares
|
$557,156
0.05% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
2,097
shares
|
$553,461
0.05% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
2,091
shares
|
$551,877
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,089
shares
|
$551,349
0.09% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,087
shares
|
$550,821
0.04% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,082
shares
|
$549,502
0.03% of portfolio
|
Q2 2023
Added 92.42%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
2,078
shares
|
$548,446
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,077
shares
|
$548,182
0.29% of portfolio
|
Q2 2023
Reduced 3.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,071
shares
|
$546,599
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
2,062
shares
|
$544,223
0.04% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
2,061
shares
|
$543,959
0.14% of portfolio
|
Q2 2025
Added 30.44%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
2,056
shares
|
$542,640
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,052
shares
|
$541,584
0.03% of portfolio
|
Q2 2025
Added 95.43%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,051
shares
|
$541,320
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,046
shares
|
$540,000
0.04% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
2,043
shares
|
$539,208
0.07% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,038
shares
|
$537,889
0.06% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,030
shares
|
$535,777
0.14% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
2,019
shares
|
$532,874
0.1% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,018
shares
|
$532,610
0.04% of portfolio
|
Q2 2025
Reduced 14.24%
|