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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,323
shares
|
$349,179
0.0% of portfolio
|
Q2 2025
Added 73.85%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
1,321
shares
|
$348,651
0.11% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,320
shares
|
$348,387
0.01% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,318
shares
|
$347,859
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,318
shares
|
$347,859
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
1,311
shares
|
$346,012
0.12% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
1,309
shares
|
$345,484
0.01% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,308
shares
|
$345,220
0.33% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,304
shares
|
$344,164
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,304
shares
|
$344,164
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
1,303
shares
|
$343,900
0.02% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,303
shares
|
$343,900
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,291
shares
|
$340,733
0.03% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
1,286
shares
|
$339,413
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,286
shares
|
$339,413
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,284
shares
|
$338,886
0.06% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,282
shares
|
$338,358
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
1,263
shares
|
$333,343
0.02% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,263
shares
|
$333,343
0.01% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,255
shares
|
$331,232
0.02% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
1,254
shares
|
$330,968
0.07% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,251
shares
|
$330,176
0.02% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,251
shares
|
$330,176
0.15% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,249
shares
|
$329,648
0.05% of portfolio
|
Q1 2024
Added 1.13%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,247
shares
|
$329,120
0.01% of portfolio
|
Q2 2025
Reduced 27.54%
|