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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,669
shares
|
$440,499
0.04% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,665
shares
|
$439,443
0.01% of portfolio
|
Q2 2025
Added 31.83%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,663
shares
|
$438,915
0.36% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,659
shares
|
$437,859
0.05% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,648
shares
|
$434,956
0.31% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,646
shares
|
$434,428
0.0% of portfolio
|
Q2 2025
Added 723.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
1,643
shares
|
$433,636
0.01% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,641
shares
|
$433,109
0.05% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,635
shares
|
$431,525
0.02% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,633
shares
|
$430,997
0.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
1,627
shares
|
$429,414
0.03% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
1,627
shares
|
$429,414
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,627
shares
|
$429,414
0.36% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,625
shares
|
$428,886
0.01% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,622
shares
|
$428,094
0.02% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
1,617
shares
|
$426,774
0.41% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,612
shares
|
$425,455
0.09% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,612
shares
|
$425,455
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,611
shares
|
$425,191
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,607
shares
|
$424,135
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,602
shares
|
$422,815
0.15% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
1,594
shares
|
$420,704
0.04% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,591
shares
|
$419,912
0.14% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,591
shares
|
$419,912
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
1,584
shares
|
$418,065
0.01% of portfolio
|
Q2 2025
Added 18.56%
|