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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
144
shares
|
$39,391
0.0% of portfolio
|
Q4 2019
Reduced 49.12%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
143
shares
|
$39,117
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
141
shares
|
$38,570
0.01% of portfolio
|
Q3 2023
Added 10.16%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
141
shares
|
$38,570
0.01% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
139
shares
|
$38,023
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
137
shares
|
$37,476
0.02% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
136
shares
|
$37,202
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
130
shares
|
$35,561
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
129
shares
|
$35,287
0.0% of portfolio
|
Q2 2025
Added 61.25%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
129
shares
|
$35,287
0.0% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
123
shares
|
$33,646
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
123
shares
|
$33,646
0.01% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
120
shares
|
$32,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
120
shares
|
$32,826
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
119
shares
|
$32,552
0.0% of portfolio
|
Q2 2025
Added 283.87%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
119
shares
|
$32,552
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
118
shares
|
$32,278
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
116
shares
|
$31,731
0.01% of portfolio
|
Q3 2023
Reduced 37.3%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
115
shares
|
$31,458
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
115
shares
|
$31,458
0.01% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
113
shares
|
$30,911
0.0% of portfolio
|
Q2 2025
Reduced 46.19%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
113
shares
|
$30,911
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
113
shares
|
$30,911
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
111
shares
|
$30,364
0.04% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
110
shares
|
$30,090
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|