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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
109
shares
|
$29,816
0.0% of portfolio
|
Q2 2022
Reduced 56.05%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
106
shares
|
$28,996
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
104
shares
|
$28,449
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
101
shares
|
$27,628
0.01% of portfolio
|
Q2 2025
Added 57.81%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q2 2025
Added 122.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q2 2025
Reduced 90.15%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
100
shares
|
$27,355
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
100
shares
|
$27,355
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
96
shares
|
$26,260
0.0% of portfolio
|
Q2 2025
Added 1820.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
91
shares
|
$24,893
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
90
shares
|
$24,619
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
90
shares
|
$24,619
0.01% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
86
shares
|
$23,525
0.01% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
86
shares
|
$23,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
84
shares
|
$22,978
0.0% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
82
shares
|
$22,431
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
82
shares
|
$22,431
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
81
shares
|
$22,157
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
77
shares
|
$21,063
0.0% of portfolio
|
Q2 2021
Added 7600.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
77
shares
|
$21,063
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
76
shares
|
$20,789
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|