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 |
|---|---|---|---|---|---|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
110
shares
|
$29,814
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
109
shares
|
$29,543
0.0% of portfolio
|
Q2 2022
Reduced 56.05%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
107
shares
|
$29,001
0.0% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
107
shares
|
$29,001
0.02% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
106
shares
|
$28,730
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
106
shares
|
$28,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
104
shares
|
$28,188
0.0% of portfolio
|
Q1 2025
Reduced 67.5%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
102
shares
|
$27,646
0.0% of portfolio
|
Q1 2025
Reduced 62.36%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
100
shares
|
$27,104
0.02% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$27,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$27,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
100
shares
|
$27,104
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
100
shares
|
$27,104
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
96
shares
|
$26,019
0.01% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
95
shares
|
$25,748
0.0% of portfolio
|
Q1 2025
Added 41.79%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
91
shares
|
$24,664
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
90
shares
|
$24,393
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
90
shares
|
$24,393
0.01% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
89
shares
|
$24,122
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
88
shares
|
$23,851
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
86
shares
|
$23,309
0.01% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
86
shares
|
$23,309
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
85
shares
|
$23,038
0.0% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
82
shares
|
$22,225
0.02% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
82
shares
|
$22,225
0.01% of portfolio
|
Q1 2025
Added 1.23%
|