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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
471
shares
|
$128,842
0.02% of portfolio
|
Q1 2025
Reduced 26.52%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
465
shares
|
$127,200
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$123,918
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
446
shares
|
$122,003
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
438
shares
|
$119,814
0.01% of portfolio
|
Q2 2025
Added 217.39%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
437
shares
|
$119,541
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
434
shares
|
$118,720
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
423
shares
|
$115,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
422
shares
|
$115,438
0.02% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
420
shares
|
$114,891
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
412
shares
|
$112,702
0.03% of portfolio
|
Q2 2025
Reduced 71.53%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
387
shares
|
$105,863
0.01% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
380
shares
|
$103,949
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
360
shares
|
$98,478
0.12% of portfolio
|
Q1 2024
Added 16.13%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
359
shares
|
$98,204
0.03% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
351
shares
|
$96,016
0.04% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
344
shares
|
$94,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
340
shares
|
$93,007
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
340
shares
|
$93,007
0.04% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
336
shares
|
$91,912
0.05% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
335
shares
|
$91,639
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
329
shares
|
$89,997
0.0% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
325
shares
|
$88,903
0.04% of portfolio
|
Q2 2022
Reduced 8.45%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
322
shares
|
$88,083
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
321
shares
|
$87,809
0.01% of portfolio
|
Q2 2025
Added 1.26%
|