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 1,879 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 $49.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
20,183
shares
|
$5.8 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Oct 28, 2025 Q3 2025 |
20,118
shares
|
$5.78 Million
1.09% of portfolio
|
Q1 2022
Added 6.48%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2025 Q3 2025 |
20,043
shares
|
$5.76 Million
5.31% of portfolio
|
Q2 2025
Added 70.8%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
20,030
shares
|
$5.75 Million
2.23% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
19,844
shares
|
$5.7 Million
0.15% of portfolio
|
Q4 2025
Added 19.89%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
19,837
shares
|
$5.7 Million
1.52% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
19,713
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2025
Added 44.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,688
shares
|
$5.66 Million
0.03% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
19,320
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
19,177
shares
|
$5.51 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
19,100
shares
|
$5.49 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
18,743
shares
|
$5.38 Million
2.68% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
18,611
shares
|
$5.35 Million
0.04% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
18,535
shares
|
$5.32 Million
0.09% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
18,504
shares
|
$5.32 Million
0.01% of portfolio
|
Q3 2025
Added 71.48%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
18,430
shares
|
$5.29 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
18,420
shares
|
$5.29 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
18,382
shares
|
$5.28 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
18,375
shares
|
$5.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
18,369
shares
|
$5.28 Million
0.17% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
18,363
shares
|
$5.28 Million
1.31% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
18,308
shares
|
$5.26 Million
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,218
shares
|
$5.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
18,212
shares
|
$5.23 Million
0.02% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
18,154
shares
|
$5.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.63%
|
|