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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,015
shares
|
$531,818
0.3% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,015
shares
|
$531,818
0.37% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,013
shares
|
$531,291
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,001
shares
|
$528,123
0.34% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,990
shares
|
$525,220
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
1,984
shares
|
$523,637
0.1% of portfolio
|
Q2 2025
Added 33.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,981
shares
|
$522,845
0.01% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,978
shares
|
$522,053
0.01% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,971
shares
|
$520,206
0.04% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
1,960
shares
|
$517,302
0.09% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,953
shares
|
$515,455
0.06% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,951
shares
|
$514,927
0.03% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
1,950
shares
|
$514,663
0.07% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,941
shares
|
$512,288
0.03% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
1,931
shares
|
$509,648
0.16% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
1,929
shares
|
$509,120
0.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
1,918
shares
|
$506,217
0.39% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2025 Q2 2025 |
1,917
shares
|
$505,953
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,915
shares
|
$505,425
0.04% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,914
shares
|
$505,162
0.0% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
1,913
shares
|
$504,898
0.07% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,908
shares
|
$503,578
0.33% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
1,905
shares
|
$502,786
0.03% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,903
shares
|
$502,258
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,900
shares
|
$501,467
0.07% of portfolio
|
Q2 2025
Added 11.76%
|