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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,882
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,846
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,829
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
3,816
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,800
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 18.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,793
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
3,775
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Added 291.19%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3,764
shares
|
$1.08 Million
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
3,741
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
3,719
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
3,718
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,707
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,703
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 12, 2025 Q3 2025 |
3,700
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,697
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2022
Added 19.37%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
3,684
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,666
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
3,651
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
3,647
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,613
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,594
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,583
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
3,567
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 70.73%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
3,562
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,545
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|