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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
31
shares
|
$8,480
0.0% of portfolio
|
Q1 2025
Added 210.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
30
shares
|
$8,206
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
29
shares
|
$7,932
0.0% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
28
shares
|
$7,659
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
28
shares
|
$7,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
28
shares
|
$7,659
0.01% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
26
shares
|
$7,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
26
shares
|
$7,112
0.0% of portfolio
|
Q2 2025
Added 36.84%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
25
shares
|
$6,838
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
24
shares
|
$6,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19
shares
|
$5,197
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
19
shares
|
$5,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
19
shares
|
$5,197
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
18
shares
|
$4,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
17
shares
|
$4,650
0.0% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$4,650
0.0% of portfolio
|
Q2 2025
Added 1600.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$4,103
0.0% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$4,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
15
shares
|
$4,103
0.0% of portfolio
|
Q2 2025
Reduced 89.05%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$3,829
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
14
shares
|
$3,829
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$3,556
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$3,556
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
12
shares
|
$3,282
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
12
shares
|
$3,282
0.0% of portfolio
|
Q4 2024
New holding
|