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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
621
shares
|
$169,874
0.02% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
621
shares
|
$169,874
0.06% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
600
shares
|
$164,130
0.12% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
598
shares
|
$163,582
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
596
shares
|
$163,035
0.04% of portfolio
|
Q3 2021
Added 19.2%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
596
shares
|
$163,035
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
573
shares
|
$156,744
0.01% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
571
shares
|
$156,197
0.02% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
558
shares
|
$152,640
0.03% of portfolio
|
Q2 2025
Added 78.85%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
536
shares
|
$146,622
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
534
shares
|
$146,075
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
531
shares
|
$145,255
0.01% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
527
shares
|
$144,160
0.04% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
527
shares
|
$144,160
0.07% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
525
shares
|
$143,613
0.08% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
523
shares
|
$143,066
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
520
shares
|
$142,246
0.02% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
515
shares
|
$140,878
0.12% of portfolio
|
Q4 2023
Reduced 49.26%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
507
shares
|
$138,689
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
500
shares
|
$136,775
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
500
shares
|
$136,775
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
496
shares
|
$135,680
0.02% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
475
shares
|
$129,936
0.01% of portfolio
|
Q3 2022
Reduced 20.3%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
474
shares
|
$129,662
0.06% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
472
shares
|
$129,115
0.03% of portfolio
|
Q2 2025
Reduced 94.6%
|