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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,052
shares
|
$302,229
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,048
shares
|
$301,079
0.02% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
1,046
shares
|
$300,505
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
1,044
shares
|
$299,930
0.05% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
1,041
shares
|
$299,068
0.01% of portfolio
|
Q3 2025
Added 33.46%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
1,040
shares
|
$298,781
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
1,040
shares
|
$298,781
0.02% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,039
shares
|
$298,494
0.05% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
1,039
shares
|
$298,494
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
1,038
shares
|
$298,207
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,038
shares
|
$298,207
0.02% of portfolio
|
Q2 2025
Reduced 94.76%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
1,037
shares
|
$297,919
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,036
shares
|
$297,632
0.02% of portfolio
|
Q2 2024
Added 16.93%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,034
shares
|
$297,057
0.05% of portfolio
|
Q3 2025
Added 21.65%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
1,033
shares
|
$296,770
0.01% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
1,030
shares
|
$295,908
0.04% of portfolio
|
Q4 2025
Reduced 10.51%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,029
shares
|
$295,621
0.07% of portfolio
|
Q3 2025
Added 3448.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,024
shares
|
$294,184
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,023
shares
|
$293,897
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,022
shares
|
$293,610
0.07% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
1,022
shares
|
$293,610
0.04% of portfolio
|
Q3 2025
Added 26.96%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
1,020
shares
|
$293,035
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,019
shares
|
$292,748
0.08% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,017
shares
|
$292,173
0.19% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
1,013
shares
|
$291,024
0.04% of portfolio
|
Q3 2025
Added 1.3%
|
|