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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
1,091
shares
|
$287,947
0.07% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
1,084
shares
|
$286,100
0.08% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,076
shares
|
$283,988
0.05% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,074
shares
|
$283,460
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
1,074
shares
|
$283,460
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,070
shares
|
$282,405
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,069
shares
|
$282,141
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,065
shares
|
$281,085
0.06% of portfolio
|
Q2 2023
Added 2.8%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$280,557
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,059
shares
|
$279,501
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
1,059
shares
|
$279,501
0.02% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,057
shares
|
$278,974
0.02% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,055
shares
|
$278,446
0.07% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
1,051
shares
|
$277,390
0.01% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
1,050
shares
|
$277,126
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,048
shares
|
$276,598
0.01% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,047
shares
|
$276,334
0.03% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,041
shares
|
$274,751
0.02% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,041
shares
|
$274,751
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
1,040
shares
|
$274,487
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
1,040
shares
|
$274,487
0.18% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
1,038
shares
|
$273,959
0.02% of portfolio
|
Q2 2025
Reduced 94.76%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,036
shares
|
$273,431
0.02% of portfolio
|
Q2 2024
Added 16.93%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,031
shares
|
$272,111
0.04% of portfolio
|
Q2 2025
Added 30.84%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,027
shares
|
$271,056
0.02% of portfolio
|
Q2 2025
Added 11.75%
|