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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
807
shares
|
$231,843
0.08% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
805
shares
|
$231,268
0.09% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
804
shares
|
$230,981
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
804
shares
|
$230,981
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
804
shares
|
$230,981
0.05% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
800
shares
|
$229,832
0.17% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
800
shares
|
$229,832
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
800
shares
|
$229,832
0.12% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
799
shares
|
$229,544
0.12% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
797
shares
|
$228,970
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
796
shares
|
$228,682
0.02% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
794
shares
|
$228,108
0.09% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
794
shares
|
$228,108
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
792
shares
|
$227,533
0.11% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
791
shares
|
$227,246
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
791
shares
|
$227,246
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
790
shares
|
$226,959
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
790
shares
|
$226,959
0.38% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
787
shares
|
$226,097
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
787
shares
|
$226,097
0.09% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
787
shares
|
$226,097
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
781
shares
|
$224,373
0.02% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
780
shares
|
$224,086
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
779
shares
|
$223,798
0.09% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
778
shares
|
$223,511
0.07% of portfolio
|
Q1 2025
New holding
|
|