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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
1,366
shares
|
$392,438
0.0% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,365
shares
|
$392,150
0.1% of portfolio
|
Q3 2025
Added 51.84%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
1,362
shares
|
$391,288
0.03% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,350
shares
|
$387,841
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,341
shares
|
$385,255
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
1,339
shares
|
$384,681
0.11% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,338
shares
|
$384,394
0.05% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,336
shares
|
$383,819
0.03% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
1,335
shares
|
$383,532
0.07% of portfolio
|
Q3 2025
Added 19.2%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,335
shares
|
$383,532
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,333
shares
|
$382,957
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,318
shares
|
$378,648
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,316
shares
|
$378,073
0.03% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
1,314
shares
|
$377,499
0.02% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,311
shares
|
$376,637
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,309
shares
|
$376,062
0.01% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
1,304
shares
|
$374,626
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,304
shares
|
$374,626
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,303
shares
|
$374,338
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$373,477
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$373,477
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
1,297
shares
|
$372,615
0.12% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
1,296
shares
|
$372,327
0.09% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,293
shares
|
$371,465
0.02% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,291
shares
|
$370,891
0.04% of portfolio
|
Q3 2025
Reduced 2.05%
|
|