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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,026
shares
|
$270,792
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
1,024
shares
|
$270,264
0.04% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,024
shares
|
$270,264
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,023
shares
|
$270,000
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
1,022
shares
|
$269,736
0.03% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
1,021
shares
|
$269,472
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
1,020
shares
|
$269,208
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,018
shares
|
$268,680
0.06% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,016
shares
|
$268,152
0.04% of portfolio
|
Q2 2025
Added 34.93%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,015
shares
|
$267,888
0.01% of portfolio
|
Q2 2025
Added 915.0%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
1,009
shares
|
$266,305
0.09% of portfolio
|
Q2 2025
Reduced 74.78%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
1,005
shares
|
$265,249
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,004
shares
|
$264,985
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,003
shares
|
$264,721
0.04% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,001
shares
|
$264,193
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$263,930
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$263,930
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$263,930
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$263,930
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
998
shares
|
$263,402
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
997
shares
|
$263,138
0.22% of portfolio
|
Q2 2025
Reduced 25.49%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
996
shares
|
$262,874
0.08% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
994
shares
|
$262,346
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
993
shares
|
$262,082
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
992
shares
|
$261,818
0.06% of portfolio
|
Q2 2025
Reduced 10.14%
|