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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
790
shares
|
$215,140
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
790
shares
|
$215,140
0.17% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
790
shares
|
$215,140
0.32% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
787
shares
|
$214,323
0.05% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
787
shares
|
$214,323
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
787
shares
|
$214,323
0.09% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
784
shares
|
$213,506
0.12% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
782
shares
|
$212,962
0.04% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
780
shares
|
$212,417
0.02% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
780
shares
|
$212,417
0.01% of portfolio
|
Q2 2025
Reduced 40.55%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
779
shares
|
$212,145
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
778
shares
|
$211,872
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
777
shares
|
$211,600
0.03% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
776
shares
|
$211,328
0.03% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
776
shares
|
$211,328
0.05% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
775
shares
|
$211,055
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
775
shares
|
$211,055
0.03% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
774
shares
|
$210,783
0.02% of portfolio
|
Q1 2021
Reduced 50.7%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
773
shares
|
$210,511
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
772
shares
|
$210,238
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
767
shares
|
$208,877
0.1% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
766
shares
|
$208,604
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
762
shares
|
$207,515
0.02% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
758
shares
|
$206,426
0.13% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
756
shares
|
$205,881
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|