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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
214
shares
|
$61,480
0.01% of portfolio
|
Q3 2025
Added 181.58%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
212
shares
|
$60,905
0.03% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
212
shares
|
$60,905
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
211
shares
|
$60,618
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
207
shares
|
$59,469
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
205
shares
|
$58,894
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
204
shares
|
$58,607
0.01% of portfolio
|
Q1 2023
Added 2.0%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
200
shares
|
$57,458
0.0% of portfolio
|
Q3 2025
Reduced 87.85%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
200
shares
|
$57,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$57,458
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
200
shares
|
$57,458
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
200
shares
|
$57,458
0.0% of portfolio
|
Q3 2025
Added 952.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$57,458
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
197
shares
|
$56,596
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
196
shares
|
$56,308
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
191
shares
|
$54,872
0.01% of portfolio
|
Q2 2025
Reduced 38.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
191
shares
|
$54,872
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
185
shares
|
$53,148
0.0% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
183
shares
|
$52,574
0.04% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
181
shares
|
$51,999
0.0% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
179
shares
|
$51,424
0.05% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
172
shares
|
$49,413
0.0% of portfolio
|
Q4 2025
Added 19.44%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
171
shares
|
$49,126
0.01% of portfolio
|
Q2 2025
Added 101.18%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
170
shares
|
$48,839
0.01% of portfolio
|
Q2 2024
Reduced 14.57%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
165
shares
|
$47,402
0.02% of portfolio
|
Q4 2024
New holding
|
|