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 1,885 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 |
|---|---|---|---|---|---|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
1,720
shares
|
$494,138
0.08% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,712
shares
|
$491,840
0.05% of portfolio
|
Q3 2023
Reduced 11.62%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,711
shares
|
$491,553
0.05% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,707
shares
|
$490,404
0.35% of portfolio
|
Q3 2022
Reduced 1.73%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,705
shares
|
$489,829
0.01% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
1,700
shares
|
$488,393
0.03% of portfolio
|
Q4 2022
Reduced 4.23%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,697
shares
|
$487,531
0.03% of portfolio
|
Q3 2025
Reduced 22.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,678
shares
|
$482,072
0.1% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,674
shares
|
$480,923
0.05% of portfolio
|
Q4 2025
Reduced 7.67%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,672
shares
|
$480,348
0.26% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
1,671
shares
|
$480,061
0.02% of portfolio
|
Q3 2025
Added 38.1%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
1,670
shares
|
$479,774
0.02% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
1,664
shares
|
$478,050
0.02% of portfolio
|
Q4 2025
Reduced 9.91%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,663
shares
|
$477,763
0.01% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,663
shares
|
$477,763
0.36% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,662
shares
|
$477,475
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
1,659
shares
|
$476,614
0.04% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,654
shares
|
$475,177
0.01% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,652
shares
|
$474,603
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,648
shares
|
$473,453
0.36% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
1,646
shares
|
$472,879
0.14% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,640
shares
|
$471,155
0.24% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,633
shares
|
$469,144
0.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
1,627
shares
|
$467,420
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
1,620
shares
|
$465,409
0.33% of portfolio
|
Q3 2025
Reduced 0.43%
|
|