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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,191
shares
|
$314,340
0.03% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,190
shares
|
$314,076
0.17% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
1,182
shares
|
$311,965
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,181
shares
|
$311,701
0.01% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
1,179
shares
|
$311,173
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,174
shares
|
$309,853
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,171
shares
|
$309,062
0.02% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,168
shares
|
$308,270
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,166
shares
|
$307,742
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,166
shares
|
$307,742
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
1,166
shares
|
$307,742
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,163
shares
|
$306,950
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
1,161
shares
|
$306,422
0.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
1,160
shares
|
$306,158
0.27% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
1,155
shares
|
$304,839
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,154
shares
|
$304,575
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,149
shares
|
$303,255
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,146
shares
|
$302,463
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,146
shares
|
$302,463
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
1,146
shares
|
$302,463
0.19% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
1,145
shares
|
$302,199
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,143
shares
|
$301,671
0.08% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,137
shares
|
$300,088
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
1,136
shares
|
$299,824
0.24% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,132
shares
|
$298,768
0.15% of portfolio
|
Q2 2025
Added 1.62%
|