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 |
|---|---|---|---|---|---|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
778
shares
|
$223,511
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
777
shares
|
$223,224
0.03% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
776
shares
|
$222,937
0.05% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
775
shares
|
$222,649
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
774
shares
|
$222,362
0.02% of portfolio
|
Q1 2021
Reduced 50.7%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
773
shares
|
$222,075
0.16% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
772
shares
|
$221,787
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
766
shares
|
$220,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
763
shares
|
$219,202
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
763
shares
|
$219,202
0.11% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
763
shares
|
$219,202
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
761
shares
|
$218,627
0.03% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
757
shares
|
$217,478
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
755
shares
|
$216,903
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
755
shares
|
$216,903
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
754
shares
|
$216,616
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
753
shares
|
$216,329
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
753
shares
|
$216,329
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
752
shares
|
$216,042
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
751
shares
|
$215,754
0.1% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
751
shares
|
$215,754
0.01% of portfolio
|
Q3 2025
Added 128.27%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
750
shares
|
$215,467
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
749
shares
|
$215,180
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
749
shares
|
$215,180
0.13% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
748
shares
|
$214,892
0.03% of portfolio
|
Q4 2025
New holding
|
|