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 1,804 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $47.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
322
shares
|
$87,274
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
321
shares
|
$87,003
0.02% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
320
shares
|
$86,732
0.02% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
319
shares
|
$86,461
0.01% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
317
shares
|
$85,919
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
312
shares
|
$84,564
0.02% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
310
shares
|
$84,022
0.02% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
309
shares
|
$83,751
0.04% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
308
shares
|
$83,480
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
308
shares
|
$83,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
308
shares
|
$83,480
0.06% of portfolio
|
Q2 2024
Added 413.33%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
308
shares
|
$83,480
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
301
shares
|
$81,583
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
297
shares
|
$80,498
0.0% of portfolio
|
Q3 2022
Reduced 5.71%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
295
shares
|
$79,956
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
290
shares
|
$78,601
0.03% of portfolio
|
Q1 2024
Reduced 15.7%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
285
shares
|
$77,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
279
shares
|
$75,620
0.0% of portfolio
|
Q3 2019
Reduced 17.94%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
278
shares
|
$75,349
0.02% of portfolio
|
Q2 2020
Reduced 72.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
272
shares
|
$73,722
0.03% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
270
shares
|
$73,180
0.02% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
265
shares
|
$71,825
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
261
shares
|
$70,741
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
251
shares
|
$68,031
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
250
shares
|
$67,760
0.04% of portfolio
|
Q3 2024
New holding
|