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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
1,245
shares
|
$328,592
0.09% of portfolio
|
Q2 2025
Added 16.9%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,245
shares
|
$328,592
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
1,242
shares
|
$327,801
0.04% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,240
shares
|
$327,273
0.02% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,237
shares
|
$326,481
0.15% of portfolio
|
Q1 2025
Reduced 42.7%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
1,236
shares
|
$326,217
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,234
shares
|
$325,689
0.07% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
1,231
shares
|
$324,897
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,230
shares
|
$324,633
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
1,226
shares
|
$323,578
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,225
shares
|
$323,314
0.04% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,225
shares
|
$323,314
0.25% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,223
shares
|
$322,786
0.06% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
1,215
shares
|
$320,674
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,215
shares
|
$320,674
0.01% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
1,212
shares
|
$319,883
0.23% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$319,355
0.01% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
1,205
shares
|
$318,035
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
1,202
shares
|
$317,243
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
1,201
shares
|
$316,979
0.02% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,200
shares
|
$316,716
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$316,716
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
1,199
shares
|
$316,452
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
1,197
shares
|
$315,924
0.14% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,191
shares
|
$314,340
0.02% of portfolio
|
Q2 2025
Added 33.82%
|