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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
76
shares
|
$20,275
0.0% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
75
shares
|
$20,008
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
75
shares
|
$20,008
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
74
shares
|
$19,741
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
72
shares
|
$19,208
0.0% of portfolio
|
Q4 2023
Reduced 1.37%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
71
shares
|
$18,941
0.01% of portfolio
|
Q2 2022
Reduced 98.37%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
70
shares
|
$18,674
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
70
shares
|
$18,674
0.01% of portfolio
|
Q1 2025
Added 79.49%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
69
shares
|
$18,407
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$17,607
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
65
shares
|
$17,340
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
65
shares
|
$17,340
0.01% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
65
shares
|
$17,340
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
64
shares
|
$17,073
0.01% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
64
shares
|
$17,073
0.02% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
63
shares
|
$16,807
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
62
shares
|
$16,540
0.0% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
61
shares
|
$16,273
0.0% of portfolio
|
Q1 2025
Added 2950.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
61
shares
|
$16,273
0.0% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
59
shares
|
$15,740
0.01% of portfolio
|
Q2 2025
Reduced 44.34%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
58
shares
|
$15,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
56
shares
|
$14,939
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
56
shares
|
$14,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
53
shares
|
$14,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
53
shares
|
$14,139
0.0% of portfolio
|
Q1 2025
New holding
|