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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$13,338
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
50
shares
|
$13,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
50
shares
|
$13,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
49
shares
|
$13,072
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
46
shares
|
$12,271
0.0% of portfolio
|
Q3 2022
Added 35.29%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
46
shares
|
$12,271
0.0% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
46
shares
|
$12,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
46
shares
|
$12,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
45
shares
|
$12,005
0.0% of portfolio
|
Q1 2023
Reduced 47.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
44
shares
|
$11,738
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
43
shares
|
$11,471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
41
shares
|
$10,937
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40
shares
|
$10,671
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
40
shares
|
$10,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
40
shares
|
$10,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
39
shares
|
$10,404
0.0% of portfolio
|
Q2 2025
Reduced 71.74%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
35
shares
|
$9,337
0.0% of portfolio
|
Q3 2023
Reduced 22.22%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
35
shares
|
$9,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
34
shares
|
$9,070
0.0% of portfolio
|
Q2 2024
Reduced 79.39%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
34
shares
|
$9,070
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
33
shares
|
$8,803
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
32
shares
|
$8,536
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
31
shares
|
$8,270
0.0% of portfolio
|
Q1 2025
Added 210.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
31
shares
|
$8,270
0.0% of portfolio
|
Q1 2025
Reduced 98.09%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
30
shares
|
$8,003
0.0% of portfolio
|
Q4 2022
New holding
|