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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
84
shares
|
$24,132
0.0% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
82
shares
|
$23,557
0.0% of portfolio
|
Q3 2025
Reduced 59.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
82
shares
|
$23,557
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
81
shares
|
$23,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
79
shares
|
$22,695
0.01% of portfolio
|
Q4 2025
Added 33.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
77
shares
|
$22,121
0.0% of portfolio
|
Q2 2021
Added 7600.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
75
shares
|
$21,546
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
75
shares
|
$21,546
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
75
shares
|
$21,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
74
shares
|
$21,259
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
73
shares
|
$20,972
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
71
shares
|
$20,397
0.01% of portfolio
|
Q2 2022
Reduced 98.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
71
shares
|
$20,397
0.01% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
70
shares
|
$20,110
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
69
shares
|
$19,823
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
67
shares
|
$19,248
0.0% of portfolio
|
Q4 2025
Reduced 19.28%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
67
shares
|
$19,248
0.02% of portfolio
|
Q4 2025
Reduced 30.21%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
66
shares
|
$18,961
0.0% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$18,961
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
66
shares
|
$18,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
65
shares
|
$18,673
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
65
shares
|
$18,673
0.01% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
64
shares
|
$18,386
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|