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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,291
shares
|
$370,891
0.03% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,288
shares
|
$370,029
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
1,286
shares
|
$369,454
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,282
shares
|
$368,305
0.3% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,281
shares
|
$368,018
0.02% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,276
shares
|
$366,582
0.04% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
1,263
shares
|
$362,847
0.02% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
1,258
shares
|
$361,410
0.09% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
1,258
shares
|
$361,410
0.1% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,256
shares
|
$360,836
0.15% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,254
shares
|
$360,261
0.07% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,254
shares
|
$360,261
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
1,253
shares
|
$359,974
0.04% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,251
shares
|
$359,399
0.02% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,249
shares
|
$358,825
0.05% of portfolio
|
Q1 2024
Added 1.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
1,237
shares
|
$355,377
0.07% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
1,236
shares
|
$355,090
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,236
shares
|
$355,090
0.14% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,236
shares
|
$355,090
0.02% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,234
shares
|
$354,515
0.07% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,232
shares
|
$353,941
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,229
shares
|
$353,079
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
1,226
shares
|
$352,217
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,214
shares
|
$348,770
0.01% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,212
shares
|
$348,195
0.03% of portfolio
|
Q3 2025
Added 1.76%
|
|