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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,490
shares
|
$393,255
0.04% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,487
shares
|
$392,463
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,486
shares
|
$392,199
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,480
shares
|
$390,616
0.01% of portfolio
|
Q2 2025
Reduced 91.12%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,478
shares
|
$390,088
0.05% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,478
shares
|
$390,088
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,470
shares
|
$387,977
0.13% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
1,464
shares
|
$386,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
1,459
shares
|
$385,073
0.16% of portfolio
|
Q4 2023
Reduced 25.52%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,456
shares
|
$384,282
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,456
shares
|
$384,282
0.12% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
1,455
shares
|
$384,018
0.03% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
1,449
shares
|
$382,434
0.0% of portfolio
|
Q2 2025
Added 26.77%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
1,446
shares
|
$381,642
0.01% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
1,445
shares
|
$381,378
0.16% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,437
shares
|
$379,267
0.24% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,433
shares
|
$378,211
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,430
shares
|
$377,419
0.06% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,429
shares
|
$377,155
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,429
shares
|
$377,155
0.05% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,428
shares
|
$376,892
0.07% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,423
shares
|
$375,572
0.0% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,420
shares
|
$374,780
0.31% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,415
shares
|
$373,460
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,414
shares
|
$373,197
0.03% of portfolio
|
Q2 2025
New holding
|