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 1,878 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $49.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
12
shares
|
$3,447
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
12
shares
|
$3,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$3,447
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
12
shares
|
$3,447
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
12
shares
|
$3,447
0.0% of portfolio
|
Q3 2025
Reduced 79.66%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$3,447
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
12
shares
|
$3,447
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$3,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
10
shares
|
$2,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
10
shares
|
$2,872
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
10
shares
|
$2,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$2,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$2,585
0.0% of portfolio
|
Q3 2025
Reduced 99.75%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$2,585
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
9
shares
|
$2,585
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
8
shares
|
$2,298
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
8
shares
|
$2,298
0.08% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
8
shares
|
$2,298
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$2,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
7
shares
|
$2,011
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$1,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,723
0.0% of portfolio
|
Q3 2025
Reduced 64.71%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,723
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
6
shares
|
$1,723
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6
shares
|
$1,723
0.0% of portfolio
|
Q2 2025
New holding
|
|