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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,994
shares
|
$860,146
0.07% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,992
shares
|
$859,571
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,986
shares
|
$857,847
0.36% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
2,974
shares
|
$854,400
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,973
shares
|
$854,113
0.02% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
2,959
shares
|
$850,091
0.14% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
2,923
shares
|
$839,748
0.04% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
2,920
shares
|
$838,886
0.18% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
2,919
shares
|
$838,599
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,909
shares
|
$835,726
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,901
shares
|
$833,428
0.04% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
2,901
shares
|
$833,428
0.23% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,899
shares
|
$832,853
0.09% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,899
shares
|
$832,853
0.76% of portfolio
|
Q3 2023
Added 9.4%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,894
shares
|
$831,417
0.09% of portfolio
|
Q4 2025
Added 3.65%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,889
shares
|
$829,980
0.07% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
2,889
shares
|
$829,980
0.08% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,885
shares
|
$828,831
0.07% of portfolio
|
Q3 2025
Added 161.56%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
2,884
shares
|
$828,544
0.64% of portfolio
|
Q4 2025
Added 9.08%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
2,852
shares
|
$819,351
0.01% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,847
shares
|
$817,914
0.06% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,840
shares
|
$815,903
0.22% of portfolio
|
Q1 2020
Reduced 57.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,836
shares
|
$814,754
0.01% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,827
shares
|
$812,168
0.03% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
2,814
shares
|
$808,434
0.9% of portfolio
|
Q3 2025
Added 0.75%
|
|