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 |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
1,446
shares
|
$415,421
0.01% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
1,445
shares
|
$415,134
0.16% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,445
shares
|
$415,134
0.05% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
1,444
shares
|
$414,846
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,443
shares
|
$414,559
0.05% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
1,440
shares
|
$413,697
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,433
shares
|
$411,686
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
1,420
shares
|
$407,951
0.3% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,413
shares
|
$405,940
0.12% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
1,409
shares
|
$404,791
0.04% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
1,409
shares
|
$404,791
0.04% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,406
shares
|
$403,929
0.15% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
1,400
shares
|
$402,206
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
1,397
shares
|
$401,344
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,395
shares
|
$400,769
0.03% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
1,394
shares
|
$400,482
0.06% of portfolio
|
Q4 2025
Added 9.25%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
1,393
shares
|
$400,194
0.02% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
1,392
shares
|
$399,907
0.15% of portfolio
|
Q3 2025
Added 84.37%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
1,390
shares
|
$399,333
0.06% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
1,387
shares
|
$398,471
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,386
shares
|
$398,183
0.07% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
1,386
shares
|
$398,183
0.05% of portfolio
|
Q4 2025
Added 43.48%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
1,378
shares
|
$395,885
0.2% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,369
shares
|
$393,300
0.02% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,368
shares
|
$393,012
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|