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 1,880 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 |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
15,643
shares
|
$4.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,596
shares
|
$4.48 Million
0.07% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
15,505
shares
|
$4.45 Million
0.5% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
15,398
shares
|
$4.42 Million
0.11% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
15,182
shares
|
$4.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
15,152
shares
|
$4.35 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
15,043
shares
|
$4.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15,010
shares
|
$4.31 Million
0.12% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
15,000
shares
|
$4.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
14,983
shares
|
$4.3 Million
0.18% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
14,947
shares
|
$4.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
14,895
shares
|
$4.28 Million
0.49% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14,868
shares
|
$4.27 Million
0.3% of portfolio
|
Q2 2023
Added 1.49%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
14,854
shares
|
$4.27 Million
0.04% of portfolio
|
Q3 2025
Added 132.28%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,822
shares
|
$4.26 Million
0.18% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
14,717
shares
|
$4.23 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
14,695
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,662
shares
|
$4.21 Million
0.7% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,572
shares
|
$4.19 Million
0.08% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
14,499
shares
|
$4.17 Million
0.3% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
14,324
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
14,323
shares
|
$4.11 Million
1.21% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
14,194
shares
|
$4.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,129
shares
|
$4.06 Million
0.07% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,119
shares
|
$4.06 Million
0.06% of portfolio
|
Q3 2025
Added 0.58%
|
|