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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,450
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2022
Reduced 6.69%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
5,426
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
5,414
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
5,408
shares
|
$1.55 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
5,398
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,350
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
5,293
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
5,289
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
5,265
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,258
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
5,201
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,189
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
5,182
shares
|
$1.49 Million
0.33% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,177
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
5,175
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,171
shares
|
$1.49 Million
0.69% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
5,165
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
5,140
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,105
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,102
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Added 180.64%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
5,090
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2025
Added 23.1%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
5,088
shares
|
$1.46 Million
0.95% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
5,065
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
5,027
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,020
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.72%
|
|