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 |
|---|---|---|---|---|---|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
822
shares
|
$223,855
0.2% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
819
shares
|
$223,038
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
818
shares
|
$222,765
0.01% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
817
shares
|
$222,493
0.11% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
812
shares
|
$221,131
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
812
shares
|
$221,131
0.0% of portfolio
|
Q2 2025
Reduced 75.88%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
812
shares
|
$221,131
0.16% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
808
shares
|
$220,042
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
807
shares
|
$219,770
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
807
shares
|
$219,770
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
805
shares
|
$219,225
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
805
shares
|
$219,225
0.09% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
802
shares
|
$218,408
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
800
shares
|
$217,864
0.18% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
800
shares
|
$217,864
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
800
shares
|
$217,864
0.12% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
800
shares
|
$217,864
0.13% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
797
shares
|
$217,047
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
794
shares
|
$216,230
0.1% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
794
shares
|
$216,230
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
794
shares
|
$216,230
0.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
791
shares
|
$215,413
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
791
shares
|
$215,413
0.02% of portfolio
|
Q2 2025
Reduced 77.97%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
791
shares
|
$215,413
0.04% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
791
shares
|
$215,413
0.03% of portfolio
|
Q1 2025
New holding
|