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 1,879 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 $49.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
119
shares
|
$34,187
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
118
shares
|
$33,900
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
115
shares
|
$33,038
0.01% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
113
shares
|
$32,463
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
110
shares
|
$31,601
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
109
shares
|
$31,314
0.0% of portfolio
|
Q2 2022
Reduced 56.05%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
109
shares
|
$31,314
0.01% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
106
shares
|
$30,452
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
103
shares
|
$29,590
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$28,729
0.01% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
100
shares
|
$28,729
0.01% of portfolio
|
Q2 2025
Added 122.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
100
shares
|
$28,729
0.01% of portfolio
|
Q2 2025
Reduced 90.15%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
100
shares
|
$28,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$28,729
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
100
shares
|
$28,729
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
100
shares
|
$28,729
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
100
shares
|
$28,729
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
96
shares
|
$27,579
0.0% of portfolio
|
Q2 2025
Added 1820.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
96
shares
|
$27,579
0.03% of portfolio
|
Q3 2025
Added 134.15%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
91
shares
|
$26,143
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
91
shares
|
$26,143
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
90
shares
|
$25,856
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
87
shares
|
$24,994
0.05% of portfolio
|
Q3 2025
Reduced 91.44%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
86
shares
|
$24,706
0.01% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
85
shares
|
$24,419
0.0% of portfolio
|
Q3 2025
Added 3.66%
|
|