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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
195
shares
|
$53,342
0.02% of portfolio
|
Q1 2025
Added 219.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
191
shares
|
$52,248
0.02% of portfolio
|
Q2 2025
Reduced 38.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
191
shares
|
$52,248
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
185
shares
|
$50,606
0.0% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
183
shares
|
$50,059
0.04% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
179
shares
|
$48,965
0.01% of portfolio
|
Q2 2025
Added 38.76%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
175
shares
|
$47,871
0.0% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
171
shares
|
$46,777
0.01% of portfolio
|
Q2 2025
Added 101.18%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
171
shares
|
$46,777
0.01% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
170
shares
|
$46,503
0.01% of portfolio
|
Q2 2024
Reduced 14.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
165
shares
|
$45,135
0.01% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
165
shares
|
$45,135
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
163
shares
|
$44,588
0.0% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
158
shares
|
$43,220
0.0% of portfolio
|
Q4 2022
Reduced 29.46%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
158
shares
|
$43,220
0.0% of portfolio
|
Q4 2022
Reduced 29.46%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
158
shares
|
$43,220
0.01% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
157
shares
|
$42,947
0.01% of portfolio
|
Q2 2025
Added 63.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
155
shares
|
$42,400
0.0% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
152
shares
|
$41,579
0.01% of portfolio
|
Q2 2024
Reduced 75.95%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
151
shares
|
$41,306
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
150
shares
|
$41,032
0.01% of portfolio
|
Q4 2022
Reduced 8.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
150
shares
|
$41,032
0.02% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
149
shares
|
$40,758
0.01% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
149
shares
|
$40,758
0.0% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
148
shares
|
$40,485
0.02% of portfolio
|
Q2 2025
Added 2.78%
|