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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
875
shares
|
$251,378
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
874
shares
|
$251,091
0.07% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
873
shares
|
$250,804
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
873
shares
|
$250,804
0.03% of portfolio
|
Q3 2025
Reduced 43.57%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
872
shares
|
$250,516
0.01% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
871
shares
|
$250,229
0.01% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
869
shares
|
$249,655
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
869
shares
|
$249,655
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
868
shares
|
$249,367
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
864
shares
|
$248,218
0.03% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
863
shares
|
$247,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
861
shares
|
$247,356
0.07% of portfolio
|
Q3 2025
Reduced 26.28%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
860
shares
|
$247,069
0.04% of portfolio
|
Q4 2025
Reduced 5.6%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
860
shares
|
$247,069
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
859
shares
|
$246,782
0.01% of portfolio
|
Q4 2025
Reduced 51.33%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
859
shares
|
$246,782
0.05% of portfolio
|
Q4 2024
Reduced 42.43%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
856
shares
|
$245,920
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
852
shares
|
$244,771
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
851
shares
|
$244,483
0.12% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
849
shares
|
$243,909
0.11% of portfolio
|
Q4 2024
Reduced 58.89%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
848
shares
|
$243,621
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
846
shares
|
$243,047
0.04% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
844
shares
|
$242,472
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
842
shares
|
$241,898
0.01% of portfolio
|
Q4 2025
Reduced 1.86%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
839
shares
|
$241,036
0.03% of portfolio
|
Q1 2025
Reduced 24.69%
|
|