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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
968
shares
|
$278,096
0.01% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
967
shares
|
$277,809
0.04% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
966
shares
|
$277,522
0.08% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
965
shares
|
$277,234
0.05% of portfolio
|
Q4 2025
Reduced 3.88%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
965
shares
|
$277,234
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
965
shares
|
$277,234
0.04% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
962
shares
|
$276,372
0.03% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
962
shares
|
$276,372
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
961
shares
|
$276,085
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
959
shares
|
$275,511
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
953
shares
|
$273,787
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
952
shares
|
$273,500
0.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
952
shares
|
$273,500
0.04% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
952
shares
|
$273,500
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
950
shares
|
$272,925
0.05% of portfolio
|
Q3 2025
Reduced 90.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
950
shares
|
$272,925
0.01% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
948
shares
|
$272,350
0.03% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
945
shares
|
$271,489
0.02% of portfolio
|
Q2 2025
Reduced 38.03%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
944
shares
|
$271,201
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
943
shares
|
$270,914
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
939
shares
|
$269,765
0.05% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
934
shares
|
$268,328
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
933
shares
|
$268,041
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
930
shares
|
$267,179
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
929
shares
|
$266,892
0.02% of portfolio
|
Q3 2025
New holding
|
|