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 |
|---|---|---|---|---|---|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
861
shares
|
$234,476
0.0% of portfolio
|
Q2 2025
Reduced 60.19%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
860
shares
|
$234,203
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
859
shares
|
$233,931
0.05% of portfolio
|
Q4 2024
Reduced 42.43%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
859
shares
|
$233,931
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
854
shares
|
$232,569
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
852
shares
|
$232,025
0.01% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
851
shares
|
$231,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
850
shares
|
$231,480
0.05% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
849
shares
|
$231,208
0.12% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
848
shares
|
$230,935
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
847
shares
|
$230,663
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
846
shares
|
$230,391
0.04% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
844
shares
|
$229,846
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
839
shares
|
$228,484
0.11% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
839
shares
|
$228,484
0.03% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
836
shares
|
$227,667
0.13% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
835
shares
|
$227,395
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
834
shares
|
$227,123
0.04% of portfolio
|
Q2 2025
Reduced 67.09%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
833
shares
|
$226,850
0.02% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
830
shares
|
$226,033
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
830
shares
|
$226,033
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
830
shares
|
$226,033
0.16% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
829
shares
|
$225,761
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
829
shares
|
$225,761
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
827
shares
|
$225,216
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|