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 1,816 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 $48.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
992
shares
|
$270,151
0.06% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
992
shares
|
$270,151
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
992
shares
|
$270,151
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
990
shares
|
$269,606
0.03% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
989
shares
|
$269,334
0.05% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
989
shares
|
$269,334
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
989
shares
|
$269,334
0.06% of portfolio
|
Q2 2025
Added 266.3%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
988
shares
|
$269,062
0.03% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
987
shares
|
$268,789
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
985
shares
|
$268,245
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
982
shares
|
$267,428
0.06% of portfolio
|
Q2 2025
Added 3537.04%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
980
shares
|
$266,883
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
978
shares
|
$266,338
0.02% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
973
shares
|
$264,977
0.05% of portfolio
|
Q2 2025
Reduced 26.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
973
shares
|
$264,977
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
972
shares
|
$264,704
0.19% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
971
shares
|
$264,432
0.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
970
shares
|
$264,160
0.17% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
970
shares
|
$264,160
0.02% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
969
shares
|
$263,887
0.06% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
963
shares
|
$262,253
0.06% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
961
shares
|
$261,709
0.02% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
961
shares
|
$261,709
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
958
shares
|
$260,892
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
952
shares
|
$259,258
0.04% of portfolio
|
Q3 2024
Reduced 26.94%
|