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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
244
shares
|
$66,746
0.03% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
244
shares
|
$66,746
0.06% of portfolio
|
Q4 2024
Reduced 20.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
243
shares
|
$66,472
0.02% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
238
shares
|
$65,104
0.0% of portfolio
|
Q2 2024
Reduced 58.46%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
234
shares
|
$64,010
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
232
shares
|
$63,463
0.02% of portfolio
|
Q2 2025
Added 37.28%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
226
shares
|
$61,822
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
221
shares
|
$60,454
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
218
shares
|
$59,633
0.05% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
217
shares
|
$59,360
0.0% of portfolio
|
Q2 2025
Added 102.8%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
217
shares
|
$59,360
0.01% of portfolio
|
Q2 2025
Added 42.76%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
214
shares
|
$58,539
0.0% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
212
shares
|
$57,992
0.04% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
212
shares
|
$57,992
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
207
shares
|
$56,624
0.0% of portfolio
|
Q2 2025
Reduced 65.15%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
207
shares
|
$56,624
0.0% of portfolio
|
Q2 2025
Reduced 35.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
206
shares
|
$56,351
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
205
shares
|
$56,077
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
204
shares
|
$55,804
0.01% of portfolio
|
Q1 2023
Added 2.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
204
shares
|
$55,804
0.0% of portfolio
|
Q2 2025
Added 229.03%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
202
shares
|
$55,257
0.04% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
200
shares
|
$54,710
0.01% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
200
shares
|
$54,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$54,710
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
200
shares
|
$54,710
0.03% of portfolio
|
Q1 2025
New holding
|