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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
247
shares
|
$66,946
0.01% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
244
shares
|
$66,133
0.03% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
244
shares
|
$66,133
0.07% of portfolio
|
Q4 2024
Reduced 20.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
243
shares
|
$65,862
0.02% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
238
shares
|
$64,507
0.0% of portfolio
|
Q2 2024
Reduced 58.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
229
shares
|
$62,068
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
226
shares
|
$61,255
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
221
shares
|
$59,899
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
220
shares
|
$59,628
0.01% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
218
shares
|
$59,086
0.05% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
214
shares
|
$58,002
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
214
shares
|
$58,002
0.0% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
212
shares
|
$57,460
0.04% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
210
shares
|
$56,918
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
206
shares
|
$55,834
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
206
shares
|
$55,834
0.05% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
205
shares
|
$55,563
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
205
shares
|
$55,563
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
204
shares
|
$55,292
0.01% of portfolio
|
Q1 2023
Added 2.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
202
shares
|
$54,750
0.01% of portfolio
|
Q3 2021
Added 551.61%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
202
shares
|
$54,750
0.04% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
200
shares
|
$54,208
0.01% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
200
shares
|
$54,208
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
200
shares
|
$54,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$54,208
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|