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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,169
shares
|
$335,842
0.25% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
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
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,166
shares
|
$334,980
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,163
shares
|
$334,118
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
1,161
shares
|
$333,543
0.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
1,160
shares
|
$333,256
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,155
shares
|
$331,819
0.02% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
1,155
shares
|
$331,819
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,148
shares
|
$329,808
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,146
shares
|
$329,234
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,145
shares
|
$328,947
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,144
shares
|
$328,659
0.06% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,142
shares
|
$328,085
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,140
shares
|
$327,510
0.1% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
1,136
shares
|
$326,361
0.23% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,133
shares
|
$325,499
0.0% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
1,132
shares
|
$325,212
0.03% of portfolio
|
Q4 2025
Reduced 2.92%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
1,131
shares
|
$324,924
0.18% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,129
shares
|
$324,350
0.06% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,128
shares
|
$324,063
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,113
shares
|
$319,753
0.02% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
1,111
shares
|
$319,179
0.07% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,110
shares
|
$318,891
0.22% of portfolio
|
Q4 2025
Added 0.36%
|
|