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 1,825 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $46.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
758
shares
|
$202,219
0.13% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
756
shares
|
$201,685
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
753
shares
|
$200,885
0.03% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
752
shares
|
$200,618
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
750
shares
|
$200,084
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
748
shares
|
$199,551
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
747
shares
|
$199,284
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
743
shares
|
$198,217
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
730
shares
|
$194,749
0.04% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
700
shares
|
$186,745
0.0% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
692
shares
|
$184,611
0.03% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
679
shares
|
$181,143
0.02% of portfolio
|
Q2 2022
Reduced 8.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
679
shares
|
$181,143
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
672
shares
|
$179,276
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
671
shares
|
$179,009
0.06% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
663
shares
|
$176,875
0.02% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
660
shares
|
$176,074
0.1% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
658
shares
|
$175,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
650
shares
|
$173,406
0.1% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
631
shares
|
$168,338
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
630
shares
|
$168,071
0.06% of portfolio
|
Q4 2023
Reduced 7.35%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
628
shares
|
$167,537
0.11% of portfolio
|
Q4 2018
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
627
shares
|
$167,271
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
621
shares
|
$165,670
0.06% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
608
shares
|
$162,202
0.05% of portfolio
|
Q1 2025
Reduced 21.75%
|