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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
53
shares
|
$14,498
0.0% of portfolio
|
Q2 2025
Added 657.14%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
52
shares
|
$14,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
50
shares
|
$13,677
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
50
shares
|
$13,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
49
shares
|
$13,403
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
49
shares
|
$13,403
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
46
shares
|
$12,583
0.0% of portfolio
|
Q3 2022
Added 35.29%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
46
shares
|
$12,583
0.0% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
46
shares
|
$12,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
46
shares
|
$12,583
0.0% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
46
shares
|
$12,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
45
shares
|
$12,309
0.0% of portfolio
|
Q1 2023
Reduced 47.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
44
shares
|
$12,036
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
43
shares
|
$11,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
42
shares
|
$11,489
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
41
shares
|
$11,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
41
shares
|
$11,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40
shares
|
$10,942
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
40
shares
|
$10,942
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
39
shares
|
$10,668
0.0% of portfolio
|
Q2 2025
Reduced 71.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
36
shares
|
$9,847
0.0% of portfolio
|
Q2 2025
Reduced 70.49%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
35
shares
|
$9,574
0.0% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
35
shares
|
$9,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
34
shares
|
$9,300
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
33
shares
|
$9,027
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|