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 1,881 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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
10,730
shares
|
$3.08 Million
0.85% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
10,683
shares
|
$3.07 Million
1.33% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
10,667
shares
|
$3.06 Million
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,583
shares
|
$3.04 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,547
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
10,470
shares
|
$3.01 Million
0.25% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
10,433
shares
|
$3 Million
0.27% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
10,366
shares
|
$2.98 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,357
shares
|
$2.98 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,322
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2022
Added 89.36%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
10,278
shares
|
$2.95 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
10,270
shares
|
$2.95 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
10,244
shares
|
$2.94 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,155
shares
|
$2.92 Million
0.2% of portfolio
|
Q2 2022
Reduced 6.01%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$2.87 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
9,999
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,924
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
9,892
shares
|
$2.84 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,882
shares
|
$2.84 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
9,844
shares
|
$2.83 Million
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
9,775
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
9,740
shares
|
$2.8 Million
0.16% of portfolio
|
Q1 2019
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
9,737
shares
|
$2.8 Million
0.24% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
9,724
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
9,655
shares
|
$2.77 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|