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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,287
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,269
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Added 32.37%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
6,261
shares
|
$1.8 Million
0.14% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,244
shares
|
$1.79 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,213
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
6,200
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,153
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
6,109
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,107
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Added 75.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,080
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
6,072
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
6,061
shares
|
$1.74 Million
0.85% of portfolio
|
Q3 2025
Added 1184.11%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
6,048
shares
|
$1.74 Million
0.43% of portfolio
|
Q3 2025
Added 499.41%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
6,034
shares
|
$1.73 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
6,027
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
6,025
shares
|
$1.73 Million
0.64% of portfolio
|
Q4 2025
Reduced 8.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,022
shares
|
$1.73 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
6,007
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
5,994
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
5,991
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2025
Added 7.1%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
5,950
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
5,943
shares
|
$1.71 Million
0.19% of portfolio
|
Q4 2023
Reduced 35.7%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
5,930
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,927
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
5,900
shares
|
$1.7 Million
0.46% of portfolio
|
Q4 2025
Reduced 1.67%
|
|