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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
838
shares
|
$240,749
0.1% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
838
shares
|
$240,749
0.07% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
836
shares
|
$240,174
0.12% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
835
shares
|
$239,887
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
834
shares
|
$239,599
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
834
shares
|
$239,599
0.15% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
833
shares
|
$239,312
0.06% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
831
shares
|
$238,737
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
831
shares
|
$238,737
0.05% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
830
shares
|
$238,450
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
830
shares
|
$238,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
825
shares
|
$237,014
0.0% of portfolio
|
Q3 2025
Reduced 68.52%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
823
shares
|
$236,439
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
822
shares
|
$236,152
0.2% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
819
shares
|
$235,290
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
818
shares
|
$235,003
0.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
817
shares
|
$234,715
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
814
shares
|
$233,854
0.03% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
813
shares
|
$233,566
0.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
813
shares
|
$233,566
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
812
shares
|
$233,279
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
812
shares
|
$233,279
0.0% of portfolio
|
Q2 2025
Reduced 75.88%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
812
shares
|
$233,279
0.15% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
810
shares
|
$232,704
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
808
shares
|
$232,130
0.03% of portfolio
|
Q3 2025
Reduced 6.26%
|
|