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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
4,131
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2025
Reduced 31.98%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
4,121
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,119
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,112
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
4,100
shares
|
$1.18 Million
0.36% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
4,100
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,093
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
4,087
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,074
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,072
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,064
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2020
Added 1.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,058
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 39.07%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
4,045
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,024
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 18.49%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,012
shares
|
$1.15 Million
0.62% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
4,009
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,003
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 33.53%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
4,000
shares
|
$1.15 Million
0.53% of portfolio
|
Q2 2017
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
3,987
shares
|
$1.15 Million
1.45% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,963
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2023
Reduced 2.82%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
3,904
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,894
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 30.27%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
3,892
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Added 121.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,882
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2022
Added 0.7%
|
|