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 |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,772
shares
|
$467,683
0.14% of portfolio
|
Q3 2022
Reduced 38.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,770
shares
|
$467,156
0.02% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,768
shares
|
$466,628
0.01% of portfolio
|
Q2 2025
Added 32.73%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
1,756
shares
|
$463,461
0.23% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
1,753
shares
|
$462,669
0.11% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,745
shares
|
$460,557
0.01% of portfolio
|
Q4 2024
Reduced 36.43%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
1,745
shares
|
$460,557
0.03% of portfolio
|
Q2 2025
Added 69.25%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,744
shares
|
$460,293
0.54% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,742
shares
|
$459,766
0.01% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,742
shares
|
$459,766
0.02% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
1,739
shares
|
$458,974
0.17% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
1,738
shares
|
$458,710
0.09% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,735
shares
|
$457,918
0.04% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
1,724
shares
|
$455,015
0.21% of portfolio
|
Q2 2023
Added 2.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,712
shares
|
$451,848
0.05% of portfolio
|
Q3 2023
Reduced 11.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,710
shares
|
$451,320
0.06% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,707
shares
|
$450,528
0.35% of portfolio
|
Q3 2022
Reduced 1.73%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,705
shares
|
$450,000
0.01% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
1,700
shares
|
$448,681
0.03% of portfolio
|
Q4 2022
Reduced 4.23%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
1,700
shares
|
$448,681
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,695
shares
|
$447,361
0.0% of portfolio
|
Q2 2025
Reduced 90.76%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,682
shares
|
$443,930
0.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
1,682
shares
|
$443,930
0.46% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,680
shares
|
$443,402
0.19% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,678
shares
|
$442,874
0.1% of portfolio
|
Q1 2025
Reduced 14.04%
|