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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
2,611
shares
|
$750,114
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
2,611
shares
|
$750,114
0.13% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
2,610
shares
|
$749,826
0.12% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,592
shares
|
$744,655
0.01% of portfolio
|
Q3 2025
Added 57.76%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
2,588
shares
|
$743,506
0.05% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,573
shares
|
$739,197
0.05% of portfolio
|
Q4 2023
Reduced 67.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,571
shares
|
$738,622
0.05% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
2,559
shares
|
$735,175
0.02% of portfolio
|
Q4 2025
Added 6.49%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
2,548
shares
|
$732,014
0.25% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,544
shares
|
$730,865
0.02% of portfolio
|
Q4 2025
Added 10.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
2,543
shares
|
$730,578
0.01% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
2,541
shares
|
$730,003
0.02% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,534
shares
|
$727,992
0.1% of portfolio
|
Q3 2025
Added 203.84%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
2,532
shares
|
$727,418
0.37% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,531
shares
|
$727,130
0.23% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
2,524
shares
|
$725,119
0.05% of portfolio
|
Q4 2025
Reduced 3.63%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
2,519
shares
|
$723,683
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
2,514
shares
|
$722,247
0.02% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,513
shares
|
$721,959
0.07% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
2,507
shares
|
$720,236
0.29% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
2,505
shares
|
$719,661
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,495
shares
|
$716,788
0.05% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,490
shares
|
$715,352
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
2,486
shares
|
$714,202
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
2,479
shares
|
$712,191
0.04% of portfolio
|
Q3 2025
Reduced 3.88%
|
|