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 1,877 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 |
|---|---|---|---|---|---|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
26,172
shares
|
$7.52 Million
0.02% of portfolio
|
Q3 2025
Added 330.46%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
26,151
shares
|
$7.51 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,778
shares
|
$7.41 Million
0.02% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
25,728
shares
|
$7.39 Million
0.1% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
25,484
shares
|
$7.32 Million
0.47% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
25,354
shares
|
$7.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
25,332
shares
|
$7.28 Million
0.06% of portfolio
|
Q3 2025
Added 47.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,327
shares
|
$7.28 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
25,120
shares
|
$7.22 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
24,990
shares
|
$7.18 Million
0.94% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24,686
shares
|
$7.09 Million
1.03% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
24,526
shares
|
$7.05 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,432
shares
|
$7.02 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
24,404
shares
|
$7.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
24,376
shares
|
$7 Million
1.78% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
24,155
shares
|
$6.94 Million
0.09% of portfolio
|
Q3 2025
Added 62.38%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
24,078
shares
|
$6.92 Million
0.2% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
24,000
shares
|
$6.89 Million
1.27% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
23,999
shares
|
$6.89 Million
0.03% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
23,850
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
23,754
shares
|
$6.82 Million
0.52% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
23,328
shares
|
$6.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
23,294
shares
|
$6.69 Million
0.2% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
23,185
shares
|
$6.66 Million
0.02% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
23,057
shares
|
$6.62 Million
0.02% of portfolio
|
Q3 2025
Added 12.58%
|
|