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 |
|---|---|---|---|---|---|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
29
shares
|
$7,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
29
shares
|
$7,736
0.0% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
28
shares
|
$7,469
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
28
shares
|
$7,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
27
shares
|
$7,203
0.0% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
26
shares
|
$6,936
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
25
shares
|
$6,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
24
shares
|
$6,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
21
shares
|
$5,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19
shares
|
$5,068
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
19
shares
|
$5,068
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
19
shares
|
$5,068
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
18
shares
|
$4,802
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
18
shares
|
$4,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
17
shares
|
$4,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
17
shares
|
$4,535
0.0% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$4,001
0.0% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$4,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
13
shares
|
$3,468
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$3,468
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$3,468
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
12
shares
|
$3,201
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
12
shares
|
$3,201
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
12
shares
|
$3,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
12
shares
|
$3,201
0.0% of portfolio
|
Q4 2024
New holding
|