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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
403
shares
|
$115,777
0.01% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
396
shares
|
$113,766
0.03% of portfolio
|
Q4 2025
Reduced 4.35%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
387
shares
|
$111,181
0.01% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
380
shares
|
$109,170
0.03% of portfolio
|
Q3 2025
Added 31.03%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
374
shares
|
$107,446
0.01% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
367
shares
|
$105,435
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
360
shares
|
$103,424
0.12% of portfolio
|
Q1 2024
Added 16.13%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
359
shares
|
$103,137
0.03% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
357
shares
|
$102,562
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
356
shares
|
$102,275
0.01% of portfolio
|
Q4 2025
Added 18.27%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
351
shares
|
$100,838
0.04% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
351
shares
|
$100,838
0.01% of portfolio
|
Q3 2025
Reduced 67.83%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
347
shares
|
$99,689
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
344
shares
|
$98,827
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
341
shares
|
$97,965
0.04% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
335
shares
|
$96,242
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
325
shares
|
$93,369
0.04% of portfolio
|
Q2 2022
Reduced 8.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
321
shares
|
$92,220
0.03% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
321
shares
|
$92,220
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
309
shares
|
$88,772
0.04% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
309
shares
|
$88,772
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
308
shares
|
$88,485
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
308
shares
|
$88,485
0.06% of portfolio
|
Q2 2024
Added 413.33%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
308
shares
|
$88,485
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
297
shares
|
$85,325
0.0% of portfolio
|
Q3 2022
Reduced 5.71%
|
|