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 |
|---|---|---|---|---|---|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,582
shares
|
$417,537
0.02% of portfolio
|
Q3 2024
Added 288.7%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,581
shares
|
$417,273
0.02% of portfolio
|
Q4 2022
Added 5.97%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
1,575
shares
|
$415,689
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
1,562
shares
|
$412,258
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
1,556
shares
|
$410,675
0.11% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
1,550
shares
|
$409,091
0.25% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,547
shares
|
$408,299
0.06% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,540
shares
|
$406,452
0.07% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
1,531
shares
|
$404,076
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,530
shares
|
$403,812
0.06% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,529
shares
|
$403,548
0.03% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,525
shares
|
$402,493
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,525
shares
|
$402,493
0.14% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,521
shares
|
$401,437
0.01% of portfolio
|
Q2 2025
Added 65.15%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
1,520
shares
|
$401,173
0.12% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
1,516
shares
|
$400,117
0.02% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,515
shares
|
$399,853
0.02% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,511
shares
|
$398,798
0.17% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,508
shares
|
$398,006
0.12% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,506
shares
|
$397,478
0.02% of portfolio
|
Q2 2025
Added 64.95%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,503
shares
|
$396,686
0.04% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,500
shares
|
$395,895
0.06% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,496
shares
|
$394,839
0.05% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
1,495
shares
|
$394,575
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,493
shares
|
$394,047
0.18% of portfolio
|
Q4 2022
Reduced 3.24%
|