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 1,819 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 $47.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,132
shares
|
$298,768
0.05% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,130
shares
|
$298,240
0.03% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,124
shares
|
$296,657
0.02% of portfolio
|
Q2 2025
Added 37.41%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
1,124
shares
|
$296,657
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
1,122
shares
|
$296,129
0.29% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,121
shares
|
$295,865
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,120
shares
|
$295,601
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,117
shares
|
$294,809
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,117
shares
|
$294,809
0.02% of portfolio
|
Q2 2025
Reduced 62.75%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
1,116
shares
|
$294,545
0.11% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,109
shares
|
$292,698
0.13% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,108
shares
|
$292,434
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,108
shares
|
$292,434
0.13% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
1,106
shares
|
$291,906
0.07% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,105
shares
|
$291,642
0.02% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
1,104
shares
|
$291,378
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
1,104
shares
|
$291,378
0.12% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,104
shares
|
$291,378
0.22% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,103
shares
|
$291,114
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,100
shares
|
$290,323
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
1,100
shares
|
$290,323
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,096
shares
|
$289,267
0.03% of portfolio
|
Q4 2022
Reduced 34.41%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,094
shares
|
$288,739
0.03% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,093
shares
|
$288,475
0.07% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,091
shares
|
$287,947
0.02% of portfolio
|
Q2 2025
Added 36.2%
|