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 |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
755
shares
|
$206,530
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
755
shares
|
$206,530
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
753
shares
|
$205,983
0.03% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
752
shares
|
$205,709
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
752
shares
|
$205,709
0.04% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
752
shares
|
$205,709
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
750
shares
|
$205,162
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
750
shares
|
$205,162
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
748
shares
|
$204,615
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
747
shares
|
$204,341
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
743
shares
|
$203,247
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
732
shares
|
$200,238
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
730
shares
|
$199,691
0.04% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
727
shares
|
$198,870
0.09% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
700
shares
|
$191,485
0.0% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
679
shares
|
$185,740
0.02% of portfolio
|
Q2 2022
Reduced 8.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
679
shares
|
$185,740
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
671
shares
|
$183,552
0.06% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
668
shares
|
$182,731
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
660
shares
|
$180,543
0.09% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
659
shares
|
$180,269
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
659
shares
|
$180,269
0.11% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
631
shares
|
$172,610
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
630
shares
|
$172,336
0.06% of portfolio
|
Q4 2023
Reduced 7.35%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
628
shares
|
$171,789
0.11% of portfolio
|
Q4 2018
New holding
|