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 |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
1,617
shares
|
$464,547
0.4% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,612
shares
|
$463,111
0.09% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,606
shares
|
$461,387
0.04% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,603
shares
|
$460,525
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,601
shares
|
$459,951
0.02% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,600
shares
|
$459,664
0.07% of portfolio
|
Q3 2025
Added 30.83%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,591
shares
|
$457,078
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
1,589
shares
|
$456,503
0.15% of portfolio
|
Q3 2025
Reduced 48.87%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
1,588
shares
|
$456,216
0.03% of portfolio
|
Q3 2025
Added 43.84%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,582
shares
|
$454,492
0.02% of portfolio
|
Q3 2024
Added 288.7%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,581
shares
|
$454,205
0.02% of portfolio
|
Q4 2022
Added 5.97%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
1,575
shares
|
$452,481
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,574
shares
|
$452,194
0.03% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
1,568
shares
|
$450,470
0.03% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
1,567
shares
|
$450,183
0.04% of portfolio
|
Q3 2025
Added 45.9%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
1,562
shares
|
$448,746
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,552
shares
|
$445,874
0.07% of portfolio
|
Q4 2025
Added 10.78%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
1,550
shares
|
$445,299
0.23% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,549
shares
|
$445,012
0.14% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
1,549
shares
|
$445,012
0.03% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,549
shares
|
$445,012
0.05% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
1,549
shares
|
$445,012
0.11% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,540
shares
|
$442,426
0.07% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,532
shares
|
$440,128
0.09% of portfolio
|
Q4 2025
Reduced 30.84%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,525
shares
|
$438,117
0.03% of portfolio
|
Q3 2024
New holding
|
|