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 1,883 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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
748
shares
|
$214,892
0.12% of portfolio
|
Q3 2025
Added 42.48%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
747
shares
|
$214,605
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
745
shares
|
$214,031
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
744
shares
|
$213,743
0.05% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
743
shares
|
$213,456
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
740
shares
|
$212,594
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
734
shares
|
$210,870
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
733
shares
|
$210,583
0.02% of portfolio
|
Q3 2025
Reduced 24.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
732
shares
|
$210,296
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
730
shares
|
$209,721
0.01% of portfolio
|
Q4 2025
Added 37.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
730
shares
|
$209,721
0.04% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
728
shares
|
$209,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
727
shares
|
$208,859
0.02% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
724
shares
|
$207,997
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
724
shares
|
$207,997
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
717
shares
|
$205,986
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
715
shares
|
$205,412
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
710
shares
|
$203,975
0.04% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
708
shares
|
$203,401
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
706
shares
|
$202,826
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
706
shares
|
$202,826
0.0% of portfolio
|
Q3 2025
Reduced 85.45%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
701
shares
|
$201,390
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
700
shares
|
$201,103
0.0% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
700
shares
|
$201,103
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
700
shares
|
$201,103
0.15% of portfolio
|
Q4 2025
New holding
|
|