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 |
|---|---|---|---|---|---|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
1,900
shares
|
$501,467
0.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,900
shares
|
$501,467
0.0% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,889
shares
|
$498,563
0.1% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,887
shares
|
$498,035
0.01% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,876
shares
|
$495,132
0.01% of portfolio
|
Q2 2025
Added 70.39%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
1,870
shares
|
$493,549
0.04% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
1,870
shares
|
$493,549
0.04% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
1,869
shares
|
$493,285
0.09% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,862
shares
|
$491,437
0.07% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,861
shares
|
$491,173
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,850
shares
|
$488,270
0.0% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,846
shares
|
$487,214
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,842
shares
|
$486,159
0.08% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,840
shares
|
$485,631
0.28% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
1,836
shares
|
$484,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,836
shares
|
$484,575
0.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
1,835
shares
|
$484,311
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,834
shares
|
$484,047
0.0% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,829
shares
|
$482,727
0.06% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,818
shares
|
$479,824
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
1,808
shares
|
$477,185
0.4% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
1,803
shares
|
$475,865
0.01% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
1,797
shares
|
$474,282
0.07% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,791
shares
|
$472,698
0.1% of portfolio
|
Q2 2025
Added 57.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,789
shares
|
$472,170
0.03% of portfolio
|
Q2 2025
Reduced 79.72%
|