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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,262
shares
|
$937,139
0.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
3,251
shares
|
$933,979
0.09% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,225
shares
|
$926,510
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
3,213
shares
|
$923,062
0.4% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
3,201
shares
|
$919,615
0.02% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,198
shares
|
$918,753
0.05% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
3,176
shares
|
$912,433
0.4% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,167
shares
|
$909,847
0.03% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,161
shares
|
$908,123
0.02% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,159
shares
|
$907,549
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,117
shares
|
$895,482
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
3,113
shares
|
$894,333
0.27% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
3,110
shares
|
$893,471
0.04% of portfolio
|
Q3 2025
Reduced 67.39%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,092
shares
|
$888,300
0.06% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,088
shares
|
$887,151
0.57% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,076
shares
|
$883,704
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,068
shares
|
$881,405
0.26% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
3,068
shares
|
$881,405
0.07% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,044
shares
|
$874,510
0.03% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
3,044
shares
|
$874,510
0.06% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
3,018
shares
|
$867,041
0.75% of portfolio
|
Q4 2025
Added 10.75%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,016
shares
|
$866,466
0.01% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,010
shares
|
$864,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,004
shares
|
$863,019
0.01% of portfolio
|
Q3 2025
Added 59.19%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
2,996
shares
|
$860,720
0.12% of portfolio
|
Q2 2025
New holding
|
|