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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
1,012
shares
|
$290,737
0.01% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,012
shares
|
$290,737
0.01% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,005
shares
|
$288,726
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
1,005
shares
|
$288,726
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
1,004
shares
|
$288,439
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
1,003
shares
|
$288,151
0.04% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
1,000
shares
|
$287,290
0.05% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
1,000
shares
|
$287,290
0.02% of portfolio
|
Q4 2025
Reduced 6.45%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$287,290
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$287,290
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$287,290
0.06% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
998
shares
|
$286,715
0.01% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
994
shares
|
$285,566
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
993
shares
|
$285,278
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
992
shares
|
$284,991
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
992
shares
|
$284,991
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
987
shares
|
$283,555
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
986
shares
|
$283,267
0.05% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
985
shares
|
$282,980
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
984
shares
|
$282,693
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
982
shares
|
$282,118
0.06% of portfolio
|
Q2 2025
Added 3537.04%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
977
shares
|
$280,682
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
972
shares
|
$279,245
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
971
shares
|
$278,958
0.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
970
shares
|
$278,671
0.17% of portfolio
|
Q1 2025
Reduced 0.61%
|
|