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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
695
shares
|
$199,666
0.02% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
694
shares
|
$199,379
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
692
shares
|
$198,804
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
686
shares
|
$197,080
0.04% of portfolio
|
Q4 2025
Reduced 13.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
679
shares
|
$195,069
0.02% of portfolio
|
Q2 2022
Reduced 8.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
679
shares
|
$195,069
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
676
shares
|
$194,208
0.11% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
671
shares
|
$192,771
0.06% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
659
shares
|
$189,324
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
631
shares
|
$181,279
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
630
shares
|
$180,992
0.06% of portfolio
|
Q4 2023
Reduced 7.35%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
628
shares
|
$180,418
0.11% of portfolio
|
Q4 2018
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
622
shares
|
$178,694
0.01% of portfolio
|
Q4 2025
Added 8.55%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
622
shares
|
$178,694
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
619
shares
|
$177,832
0.11% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
613
shares
|
$176,108
0.01% of portfolio
|
Q3 2025
Reduced 50.56%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
612
shares
|
$175,821
0.04% of portfolio
|
Q3 2025
Added 48.54%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
599
shares
|
$172,086
0.02% of portfolio
|
Q4 2025
Added 10.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
596
shares
|
$171,224
0.02% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
596
shares
|
$171,224
0.04% of portfolio
|
Q3 2021
Added 19.2%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
596
shares
|
$171,224
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
589
shares
|
$169,213
0.12% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
566
shares
|
$162,606
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
558
shares
|
$160,307
0.11% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
555
shares
|
$159,445
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|