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 |
|---|---|---|---|---|---|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
8,111
shares
|
$2.33 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
8,009
shares
|
$2.3 Million
1.64% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
8,005
shares
|
$2.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 64.58%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,996
shares
|
$2.3 Million
0.27% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,993
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,971
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7,940
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,901
shares
|
$2.27 Million
0.12% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
7,893
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 90.88%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,824
shares
|
$2.25 Million
0.14% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
7,764
shares
|
$2.23 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
7,720
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2025
Reduced 21.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,718
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
7,678
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,651
shares
|
$2.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
7,600
shares
|
$2.18 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,565
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,526
shares
|
$2.16 Million
0.22% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
7,525
shares
|
$2.16 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
7,511
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
7,489
shares
|
$2.15 Million
0.38% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
7,453
shares
|
$2.14 Million
1.72% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
7,397
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
7,393
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Added 2.01%
|
|