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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
538
shares
|
$154,562
0.02% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
538
shares
|
$154,562
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
536
shares
|
$153,987
0.02% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
536
shares
|
$153,987
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
523
shares
|
$150,252
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
515
shares
|
$147,954
0.11% of portfolio
|
Q4 2023
Reduced 49.26%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
507
shares
|
$145,656
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
506
shares
|
$145,368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
500
shares
|
$143,645
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
500
shares
|
$143,645
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
500
shares
|
$143,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
488
shares
|
$140,197
0.04% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
475
shares
|
$136,462
0.01% of portfolio
|
Q3 2022
Reduced 20.3%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
474
shares
|
$136,175
0.06% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
465
shares
|
$133,589
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
456
shares
|
$131,004
0.1% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
440
shares
|
$126,407
0.02% of portfolio
|
Q4 2025
Reduced 10.93%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
437
shares
|
$125,545
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$124,683
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
432
shares
|
$124,109
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
427
shares
|
$122,672
0.01% of portfolio
|
Q3 2025
Added 258.82%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
423
shares
|
$121,523
0.05% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
422
shares
|
$121,236
0.02% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
415
shares
|
$119,225
0.01% of portfolio
|
Q3 2025
Reduced 47.73%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
403
shares
|
$115,777
0.01% of portfolio
|
Q3 2025
Added 18.53%
|
|