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 $49.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
8,642
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
8,638
shares
|
$2.48 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,627
shares
|
$2.48 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
8,610
shares
|
$2.47 Million
0.22% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,603
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
8,528
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
8,517
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
8,475
shares
|
$2.43 Million
0.53% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,469
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 23.4%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
8,417
shares
|
$2.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 67.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
8,407
shares
|
$2.42 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
8,349
shares
|
$2.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
8,300
shares
|
$2.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
8,289
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,281
shares
|
$2.38 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
8,267
shares
|
$2.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,257
shares
|
$2.37 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
8,257
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
8,253
shares
|
$2.37 Million
0.11% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,209
shares
|
$2.36 Million
0.07% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,205
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 53.87%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
8,201
shares
|
$2.36 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
8,193
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,191
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2025
Added 12.33%
|
|