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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
948
shares
|
$250,205
0.03% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
947
shares
|
$249,941
0.04% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Edmp, Inc.
|
Jul 28, 2025 Q2 2025 |
945
shares
|
$249,413
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
945
shares
|
$249,413
0.02% of portfolio
|
Q2 2025
Reduced 38.03%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
944
shares
|
$249,149
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
942
shares
|
$248,622
0.01% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
940
shares
|
$248,094
0.06% of portfolio
|
Q2 2025
Added 518.42%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
939
shares
|
$247,830
0.16% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
938
shares
|
$247,566
0.09% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
938
shares
|
$247,566
0.16% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
933
shares
|
$246,246
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
930
shares
|
$245,454
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
925
shares
|
$244,135
0.0% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
921
shares
|
$243,079
0.01% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
920
shares
|
$242,815
0.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
920
shares
|
$242,815
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
916
shares
|
$241,759
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
915
shares
|
$241,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
915
shares
|
$241,495
0.01% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
912
shares
|
$240,704
0.06% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
911
shares
|
$240,440
0.15% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
911
shares
|
$240,440
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
911
shares
|
$240,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
910
shares
|
$240,176
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
910
shares
|
$240,176
0.08% of portfolio
|
Q3 2024
New holding
|