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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
1,412
shares
|
$372,669
0.0% of portfolio
|
Q2 2025
Added 21.51%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
1,412
shares
|
$372,669
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
1,406
shares
|
$371,085
0.16% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,404
shares
|
$370,557
0.05% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
1,402
shares
|
$370,029
0.13% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
1,400
shares
|
$369,502
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,396
shares
|
$368,446
0.06% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
1,393
shares
|
$367,654
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,387
shares
|
$366,070
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,387
shares
|
$366,070
0.15% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
1,379
shares
|
$363,959
0.18% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,378
shares
|
$363,695
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,378
shares
|
$363,695
0.0% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,370
shares
|
$361,584
0.02% of portfolio
|
Q2 2025
Added 37.14%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
1,366
shares
|
$360,528
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
1,356
shares
|
$357,889
0.08% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,355
shares
|
$357,625
0.02% of portfolio
|
Q2 2025
Reduced 58.45%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,353
shares
|
$357,097
0.04% of portfolio
|
Q2 2025
Reduced 91.04%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
1,351
shares
|
$356,569
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,341
shares
|
$353,930
0.15% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,339
shares
|
$353,402
0.11% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,336
shares
|
$352,610
0.02% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,335
shares
|
$352,346
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
1,332
shares
|
$351,554
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,332
shares
|
$351,554
0.02% of portfolio
|
Q2 2024
New holding
|