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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,894
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,877
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
5,850
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,841
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2022
Added 12.2%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
5,817
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
5,783
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
5,782
shares
|
$1.66 Million
0.55% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
5,760
shares
|
$1.65 Million
1.59% of portfolio
|
Q4 2025
Added 12.94%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,758
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 58.75%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
5,744
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2025
Added 23.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,721
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
5,709
shares
|
$1.64 Million
0.9% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,707
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2025
Added 206.66%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
5,695
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 65.07%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
5,653
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,646
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
5,593
shares
|
$1.61 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
5,580
shares
|
$1.6 Million
0.68% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,576
shares
|
$1.6 Million
0.72% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
5,543
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,537
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
5,533
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2025
Added 17.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,509
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Academy Capital Management Inc
Waco, TX |
Dec 12, 2025 Q3 2025 |
5,500
shares
|
$1.58 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
5,482
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 10.97%
|
|