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 |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,476
shares
|
$711,330
0.12% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,475
shares
|
$711,042
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,459
shares
|
$706,446
0.16% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,453
shares
|
$704,722
0.01% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,448
shares
|
$703,285
0.05% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,448
shares
|
$703,285
0.01% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,445
shares
|
$702,424
0.27% of portfolio
|
Q1 2024
Reduced 67.69%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
2,443
shares
|
$701,849
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
2,431
shares
|
$698,401
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,427
shares
|
$697,252
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
2,420
shares
|
$695,241
0.34% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,420
shares
|
$695,241
0.05% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,416
shares
|
$694,092
0.01% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,406
shares
|
$691,219
0.02% of portfolio
|
Q3 2025
Reduced 32.81%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
2,400
shares
|
$689,496
0.2% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,391
shares
|
$686,910
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
2,388
shares
|
$686,048
0.21% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,384
shares
|
$684,899
0.0% of portfolio
|
Q3 2025
Added 40.65%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,382
shares
|
$684,324
0.51% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,370
shares
|
$680,877
0.21% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,359
shares
|
$677,717
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,349
shares
|
$674,844
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,341
shares
|
$672,545
0.41% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
2,340
shares
|
$672,258
0.46% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
2,339
shares
|
$671,971
0.3% of portfolio
|
Q3 2025
Added 0.43%
|
|