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 $48.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
910
shares
|
$247,820
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
909
shares
|
$247,547
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
902
shares
|
$245,641
0.04% of portfolio
|
Q1 2025
Reduced 56.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
902
shares
|
$245,641
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
899
shares
|
$244,824
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
898
shares
|
$244,552
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
896
shares
|
$244,007
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
886
shares
|
$241,284
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
885
shares
|
$241,012
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
885
shares
|
$241,012
2.64% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
884
shares
|
$240,739
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
882
shares
|
$240,195
0.03% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
879
shares
|
$239,378
0.09% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
877
shares
|
$238,833
0.02% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
877
shares
|
$238,833
0.12% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
874
shares
|
$238,016
0.03% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
874
shares
|
$238,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
873
shares
|
$237,744
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
872
shares
|
$237,471
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
871
shares
|
$237,199
0.01% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
870
shares
|
$236,927
0.01% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
868
shares
|
$236,382
0.09% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
864
shares
|
$235,293
0.03% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
863
shares
|
$235,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
862
shares
|
$234,748
0.03% of portfolio
|
Q2 2025
Reduced 4.43%
|