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 1,879 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 $49.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
1,206
shares
|
$346,471
0.06% of portfolio
|
Q3 2025
Added 23.95%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,205
shares
|
$346,184
0.02% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
1,205
shares
|
$346,184
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
1,203
shares
|
$345,609
0.3% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
1,202
shares
|
$345,322
0.16% of portfolio
|
Q3 2025
Added 28.14%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$344,748
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$344,748
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,200
shares
|
$344,748
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
1,195
shares
|
$343,311
0.08% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
1,193
shares
|
$342,736
0.16% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
1,192
shares
|
$342,449
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,191
shares
|
$342,162
0.02% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,189
shares
|
$341,587
0.01% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,189
shares
|
$341,587
0.03% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,187
shares
|
$341,013
0.0% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,187
shares
|
$341,013
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
1,185
shares
|
$340,438
0.12% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,184
shares
|
$340,151
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
1,182
shares
|
$339,576
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
1,175
shares
|
$337,565
0.26% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,174
shares
|
$337,278
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,171
shares
|
$336,416
0.02% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,169
shares
|
$335,842
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,168
shares
|
$335,554
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
1,168
shares
|
$335,554
0.13% of portfolio
|
Q3 2025
Added 5.42%
|
|