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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
162
shares
|
$46,540
0.01% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
160
shares
|
$45,966
0.0% of portfolio
|
Q3 2025
Added 41.59%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
158
shares
|
$45,391
0.0% of portfolio
|
Q4 2022
Reduced 29.46%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
158
shares
|
$45,391
0.0% of portfolio
|
Q4 2022
Reduced 29.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
155
shares
|
$44,529
0.0% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
152
shares
|
$43,668
0.01% of portfolio
|
Q2 2024
Reduced 75.95%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
151
shares
|
$43,380
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
151
shares
|
$43,380
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
150
shares
|
$43,093
0.0% of portfolio
|
Q3 2025
Reduced 36.97%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
150
shares
|
$43,093
0.01% of portfolio
|
Q4 2022
Reduced 8.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
150
shares
|
$43,093
0.02% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
149
shares
|
$42,806
0.01% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
148
shares
|
$42,518
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
147
shares
|
$42,231
0.0% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
145
shares
|
$41,657
0.0% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
143
shares
|
$41,082
0.02% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
141
shares
|
$40,507
0.01% of portfolio
|
Q3 2023
Added 10.16%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
141
shares
|
$40,507
0.01% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
140
shares
|
$40,220
0.01% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
139
shares
|
$39,933
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
138
shares
|
$39,646
0.0% of portfolio
|
Q3 2025
Reduced 68.49%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
137
shares
|
$39,358
0.0% of portfolio
|
Q3 2025
Reduced 36.87%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
137
shares
|
$39,358
0.02% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
130
shares
|
$37,347
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
126
shares
|
$36,198
0.01% of portfolio
|
Q3 2025
Added 2.44%
|
|