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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
5,017
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,985
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
4,971
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2025
Reduced 10.48%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
4,942
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
4,935
shares
|
$1.42 Million
1.18% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,918
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,896
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,860
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,806
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2025
Added 5.53%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
4,803
shares
|
$1.38 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
4,799
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,749
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
4,706
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,660
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,659
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
4,637
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
4,631
shares
|
$1.33 Million
0.32% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
4,607
shares
|
$1.32 Million
0.44% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,585
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,561
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,541
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
4,531
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
4,531
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
4,515
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.63%
|
|