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 1,752 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $45.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,022
shares
|
$261,488
0.05% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
1,020
shares
|
$260,977
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
1,020
shares
|
$260,977
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
1,016
shares
|
$259,953
0.02% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,016
shares
|
$259,953
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
1,016
shares
|
$259,953
0.03% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
1,015
shares
|
$259,697
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
1,013
shares
|
$259,186
0.06% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
1,005
shares
|
$257,139
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
1,004
shares
|
$256,883
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
1,004
shares
|
$256,883
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,001
shares
|
$256,115
0.03% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
1,001
shares
|
$256,115
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
1,001
shares
|
$256,115
0.14% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$255,860
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$255,860
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$255,860
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
999
shares
|
$255,604
0.01% of portfolio
|
Q1 2025
Reduced 28.28%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
997
shares
|
$255,092
0.21% of portfolio
|
Q1 2019
Reduced 6.21%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
994
shares
|
$254,324
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
992
shares
|
$253,813
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
992
shares
|
$253,813
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
991
shares
|
$253,557
0.06% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
991
shares
|
$253,557
0.02% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
988
shares
|
$252,789
0.03% of portfolio
|
Q1 2025
Reduced 1.79%
|