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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
9,586
shares
|
$2.75 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,585
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
9,491
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
9,482
shares
|
$2.72 Million
0.82% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9,446
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
9,403
shares
|
$2.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,378
shares
|
$2.69 Million
0.14% of portfolio
|
Q3 2025
Added 424.2%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,368
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
9,285
shares
|
$2.67 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
9,241
shares
|
$2.65 Million
0.06% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
9,237
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,219
shares
|
$2.65 Million
0.05% of portfolio
|
Q4 2023
Added 2.79%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
9,198
shares
|
$2.64 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
9,132
shares
|
$2.62 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
9,090
shares
|
$2.61 Million
0.35% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
9,051
shares
|
$2.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,051
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,032
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
9,031
shares
|
$2.59 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
8,913
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,895
shares
|
$2.56 Million
0.09% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,887
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
8,864
shares
|
$2.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
8,784
shares
|
$2.52 Million
0.63% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
8,766
shares
|
$2.52 Million
0.12% of portfolio
|
Q2 2025
Added 2.11%
|
|