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 1,823 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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
220
shares
|
$58,691
0.01% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
218
shares
|
$58,158
0.05% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
217
shares
|
$57,891
0.0% of portfolio
|
Q2 2025
Added 102.8%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
214
shares
|
$57,090
0.0% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
212
shares
|
$56,557
0.04% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
212
shares
|
$56,557
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
210
shares
|
$56,023
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
206
shares
|
$54,956
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
206
shares
|
$54,956
0.05% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
205
shares
|
$54,689
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
205
shares
|
$54,689
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
204
shares
|
$54,423
0.01% of portfolio
|
Q1 2023
Added 2.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
202
shares
|
$53,889
0.01% of portfolio
|
Q3 2021
Added 551.61%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
202
shares
|
$53,889
0.04% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
200
shares
|
$53,355
0.01% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
200
shares
|
$53,355
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
200
shares
|
$53,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$53,355
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
200
shares
|
$53,355
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
195
shares
|
$52,022
0.02% of portfolio
|
Q1 2025
Added 219.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
191
shares
|
$50,954
0.02% of portfolio
|
Q2 2025
Reduced 38.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
191
shares
|
$50,954
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
185
shares
|
$49,354
0.0% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
182
shares
|
$48,553
0.04% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
179
shares
|
$47,753
0.01% of portfolio
|
Q2 2025
Added 38.76%
|