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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
139
shares
|
$37,082
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
138
shares
|
$36,815
0.01% of portfolio
|
Q2 2020
Reduced 18.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
137
shares
|
$36,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
136
shares
|
$36,282
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
127
shares
|
$33,881
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
125
shares
|
$33,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
123
shares
|
$32,813
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
123
shares
|
$32,813
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
122
shares
|
$32,547
0.0% of portfolio
|
Q1 2025
Added 248.57%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
120
shares
|
$32,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
120
shares
|
$32,013
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
119
shares
|
$31,746
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
118
shares
|
$31,480
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
116
shares
|
$30,946
0.01% of portfolio
|
Q3 2023
Reduced 37.3%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
115
shares
|
$30,679
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
115
shares
|
$30,679
0.01% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
113
shares
|
$30,146
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
113
shares
|
$30,146
0.02% of portfolio
|
Q1 2025
Reduced 77.62%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
111
shares
|
$29,612
0.04% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
110
shares
|
$29,345
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
110
shares
|
$29,345
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
109
shares
|
$29,079
0.0% of portfolio
|
Q2 2022
Reduced 56.05%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
107
shares
|
$28,545
0.02% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
106
shares
|
$28,278
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
104
shares
|
$27,745
0.0% of portfolio
|
Q1 2025
Reduced 67.5%
|