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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,496
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,474
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
4,462
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,423
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,391
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,388
shares
|
$1.26 Million
0.11% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
4,387
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,371
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
4,361
shares
|
$1.25 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,314
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 42.71%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
4,309
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 545.06%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
4,303
shares
|
$1.24 Million
0.97% of portfolio
|
Q3 2023
Reduced 72.7%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,287
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
4,285
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
4,285
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
4,225
shares
|
$1.21 Million
0.2% of portfolio
|
Q1 2022
Added 61.38%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,219
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
4,204
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,200
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,190
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 48.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,181
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
4,177
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
4,165
shares
|
$1.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
4,164
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|