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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,335
shares
|
$670,822
0.06% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
2,332
shares
|
$669,960
0.04% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,331
shares
|
$669,672
0.01% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
2,330
shares
|
$669,385
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,326
shares
|
$668,236
0.18% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Foundation Resource Management Inc
|
Oct 14, 2025 Q3 2025 |
2,315
shares
|
$665,076
0.1% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
2,308
shares
|
$663,065
0.65% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,306
shares
|
$662,490
0.03% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,306
shares
|
$662,490
0.01% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
2,302
shares
|
$661,341
0.12% of portfolio
|
Q3 2025
Added 53.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,277
shares
|
$654,159
0.04% of portfolio
|
Q3 2025
Added 53.13%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
2,272
shares
|
$652,722
0.1% of portfolio
|
Q4 2025
Added 58.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,268
shares
|
$651,573
0.2% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
2,267
shares
|
$651,286
0.64% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
2,259
shares
|
$648,988
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
2,258
shares
|
$648,700
0.11% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,253
shares
|
$647,264
0.01% of portfolio
|
Q1 2024
Added 3.44%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,245
shares
|
$644,966
0.04% of portfolio
|
Q4 2025
Reduced 8.74%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
2,239
shares
|
$643,242
0.01% of portfolio
|
Q3 2025
Reduced 38.25%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
2,235
shares
|
$642,093
0.23% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,234
shares
|
$641,805
0.03% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
2,228
shares
|
$640,082
0.05% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,225
shares
|
$639,220
0.04% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
2,222
shares
|
$638,358
0.09% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
2,222
shares
|
$638,358
0.58% of portfolio
|
Q4 2024
New holding
|
|