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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,109
shares
|
$318,604
0.13% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,108
shares
|
$318,317
0.01% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
1,101
shares
|
$316,306
0.28% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,100
shares
|
$316,019
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,096
shares
|
$314,869
0.03% of portfolio
|
Q4 2022
Reduced 34.41%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
1,095
shares
|
$314,582
0.1% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,094
shares
|
$314,295
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
1,093
shares
|
$314,007
0.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,091
shares
|
$313,433
0.12% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
1,086
shares
|
$311,996
0.14% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,084
shares
|
$311,422
0.04% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
1,079
shares
|
$309,985
0.09% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
1,078
shares
|
$309,698
0.08% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,075
shares
|
$308,836
0.04% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
1,072
shares
|
$307,974
0.03% of portfolio
|
Q4 2025
Added 8.17%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,071
shares
|
$307,687
0.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
1,071
shares
|
$307,687
0.03% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
1,070
shares
|
$307,400
0.13% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
1,068
shares
|
$306,825
0.24% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
1,063
shares
|
$305,389
0.2% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,063
shares
|
$305,389
0.03% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,057
shares
|
$303,665
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,056
shares
|
$303,378
0.02% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,055
shares
|
$303,090
0.07% of portfolio
|
Q3 2025
Reduced 56.69%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
1,054
shares
|
$302,803
0.07% of portfolio
|
Q3 2025
Reduced 3.57%
|
|