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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,544
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
3,538
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2022
Reduced 0.25%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
3,522
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,514
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,504
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,487
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 68.0%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,457
shares
|
$993,161
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
3,449
shares
|
$990,863
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
3,434
shares
|
$986,553
0.09% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,416
shares
|
$981,382
0.41% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,377
shares
|
$970,178
0.02% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
3,375
shares
|
$969,603
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,372
shares
|
$968,741
0.02% of portfolio
|
Q4 2025
Added 24.52%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
3,368
shares
|
$967,592
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
3,355
shares
|
$963,857
0.61% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,348
shares
|
$961,846
0.08% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,340
shares
|
$959,548
0.01% of portfolio
|
Q3 2025
Reduced 32.39%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
3,340
shares
|
$959,548
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,328
shares
|
$956,101
0.84% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
3,304
shares
|
$949,206
0.25% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
3,303
shares
|
$948,918
0.1% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
3,284
shares
|
$943,460
0.11% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
3,280
shares
|
$942,311
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,268
shares
|
$938,863
0.01% of portfolio
|
Q4 2025
Added 16.92%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
3,264
shares
|
$937,714
0.19% of portfolio
|
Q2 2025
New holding
|
|