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Disclosery

TRV TRAVELERS COMPANIES INC

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Stock (common), issuer CIK 86312

1,601 managers (1,637 13F filers) reported a position in TRV shares at 2025-06-30, 189,540,752 shares in all. 108 filers opened a position and 117 filers sold out during the quarter.

Managers
1,601
13F filers
1,637
New
108
Added
596
Reduced
563
Sold out
117
Shares held by filers
189,540,752

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
McKinley Carter Wealth Services, Inc.1,516$406K0.02%013F-HRTimeline
Trueblood Wealth Management, LLC1,511$404K0.17%-1713F-HRTimeline
AlphaCore Capital LLC1,506$403K0.02%+59313F-HRTimeline
Randolph Co Inc1,503$402K0.04%+31213F-HRTimeline
NOVEM GROUP1,496$400K0.05%-8013F-HRTimeline
All Terrain Financial Advisors, LLC1,495$400K0.15%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,490$399K0.04%+22513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC1,487$398K0.03%-913F-HRTimeline
DRW Securities, LLC1,480$396K0.03%-15,18613F-HRTimeline
Aprio Wealth Management, LLC1,478$396K0.04%+23813F-HRTimeline
Robertson Stephens Wealth Management, L…1,478$395K0.01%+813F-HRTimeline
ForthRight Wealth Management, LLC1,470$393K0.12%-7613F-HRTimeline
Sivia Capital Partners, LLC1,456$390K0.13%-30413F-HR/ATimeline
MKT Advisors LLC1,459$390K0.15%013F-HRTimeline
Simmons Bankin group Simmons Bank1,455$389K0.03%013F-HRTimelineGroup
SCOTIA CAPITAL INC.1,449$388K<0.01%+30613F-HRTimeline
Dana Investment Advisors, Inc.1,446$387K0.01%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,445$387K0.16%-1513F-HRTimeline
Milestones Private Investment Advisors …1,440$385K0.29%13F-HRTimeline
OPTIMIZE FINANCIAL INC.1,437$384K0.24%-1013F-HRTimeline
Inscription Capital, LLC1,430$383K0.06%+11913F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,429$382K0.02%new13F-HRTimelineGroup
D'Orazio & Associates, Inc.1,429$382K0.05%+18513F-HRTimeline
Howard Capital Management, LLC1,423$382K0.01%+9413F-HRTimeline
Hickory Point Bank & Trust1,420$380K0.31%-2113F-HRTimeline
Advisory Alpha, LLC1,415$379K0.01%-3613F-HRTimeline
WealthPlan Investment Management, LLC1,414$378K0.03%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC1,412$378K<0.01%+25013F-HRTimeline
Knollwood Investment Advisory, LLC1,412$378K0.04%013F-HRTimeline
Aspen Investment Management Inc1,406$376K0.16%-8913F-HRTimeline
Great Waters Wealth Management1,404$375K0.05%+2013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,402$375K0.13%+613F-HRTimeline
MITCHELL SINKLER & STARR/PA1,400$375K0.18%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,396$373K0.06%013F-HRTimelineGroup
Syverson Strege & Co1,393$373K0.09%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,387$371K0.02%013F-HRTimeline
Wealthstar Advisors, LLC1,387$371K0.14%+413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,378$369K<0.01%+24113F-HRTimelineGroup
Legal Advantage Investments, Inc.1,379$369K0.17%013F-HRTimeline
Plancorp, LLC1,378$369K0.01%+1713F-HRTimeline
Csenge Advisory Group1,332$367K0.02%+713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,370$367K0.02%+37113F-HRTimelineGroup
Obermeyer Wealth Partners1,366$365K0.02%+2013F-HRTimeline
New Hampshire Trust1,356$363K0.08%+8013F-HRTimeline
SVB WEALTH LLC1,355$363K0.02%-1,90613F-HRTimeline
TOWNSQUARE CAPITAL LLC1,353$362K0.04%-13,74313F-HRTimeline
SPC Financial, Inc.1,351$361K0.03%+1413F-HRTimeline
First Nebraska Trust Co1,170$360K0.03%-17513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,341$359K0.15%+2513F-HR/ATimelineGroup
Windsor Capital Management, LLC1,339$358K0.1%-1213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,336$357K0.02%013F-HRTimelineGroup
Strategic Financial Services, Inc.1,332$356K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,323$354K<0.01%+56213F-HRTimelineGroup
Global View Capital Management LLC1,321$353K0.11%-12013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,320$353K0.01%-9713F-HRTimelineGroup
Red Door Wealth Management, LLC1,318$353K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,311$351K0.14%013F-HRTimeline
Somerset Trust Co1,311$351K0.11%+2613F-HRTimeline
RENAISSANCE GROUP LLC1,309$350K0.01%-18213F-HRTimeline
NDVR, Inc.1,308$350K0.33%+6413F-HRTimeline
VAN STRUM & TOWNE INC.1,304$349K0.11%013F-HRTimeline
Retirement Planning Group, LLC1,303$349K0.01%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC1,292$346K<0.01%-1,31713F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,286$344K0.03%-1013F-HRTimeline
Live Oak Private Wealth LLC1,286$344K0.05%013F-HRTimeline
BLB&B Advisors, LLC1,282$343K0.02%-14213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,284$343K0.06%+3813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,263$338K0.01%-21513F-HRTimelineGroup
DEARBORN PARTNERS LLC1,263$338K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC1,255$336K0.02%-10913F-HRTimeline
Liberty Capital Management, Inc.1,254$335K0.07%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,251$335K0.15%-213F-HRTimeline
Plante Moran Financial Advisors, LLC1,251$335K0.02%-57713F-HRTimeline
Core Alternative Capital1,245$333K0.09%+18013F-HRTimeline
United Advisor Group, LLC1,245$333K0.06%+2313F-HRTimeline
Wealth Architects, LLC1,242$332K0.03%-1613F-HRTimeline
OAKWORTH CAPITAL, INC.1,240$332K0.02%-2413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,237$331K0.14%013F-HRTimeline
Santori & Peters, Inc.1,236$331K0.12%013F-HRTimeline
SAGE RHINO CAPITAL LLC1,234$330K0.07%+1613F-HRTimeline
WEALTH EFFECTS LLC1,231$329K0.12%013F-HRTimeline
Old Port Advisors1,230$329K0.09%+113F-HRTimeline
One Wealth Advisors, LLC1,226$328K0.05%+313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,225$328K0.04%+3813F-HRTimeline
Legacy Financial Advisors, Inc.1,223$327K0.05%+6013F-HRTimeline
Waldron Private Wealth LLC1,215$325K0.01%-30313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,215$325K0.06%-313F-HRTimeline
Ariston Services Group1,212$324K0.23%013F-HRTimeline
VestGen Advisors, LLC1,210$324K0.01%+6913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,205$322K0.06%+713F-HRTimeline
NESTEGG ADVISORS, INC.1,202$322K0.31%013F-HRTimeline
PATTEN & PATTEN INC/TN1,201$321K0.02%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,200$321K0.08%013F-HRTimeline
Enhancing Capital LLC1,200$321K0.24%013F-HRTimeline
MEANS INVESTMENT CO., INC.1,199$321K0.03%013F-HRTimeline
Keel Point, LLC1,191$319K0.02%+30113F-HRTimeline
EARNEST PARTNERS LLC1,182$316K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1,181$316K0.01%-13413F-HRTimeline
Bridgewealth Advisory Group, LLC1,179$315K0.08%new13F-HRTimeline
Mayfair Advisory Group, LLC1,190$315K0.15%+213F-HRTimeline
Slocum, Gordon & Co LLP1,175$314K0.25%-5013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,168$312K0.1%-36513F-HR/ATimeline
Caldwell Trust Co1,167$312K0.03%013F-HRTimeline
Northwest Quadrant Wealth Management, L…1,166$312K0.07%-113F-HRTimeline
Rathbones Group PLC1,166$312K<0.01%013F-HRTimeline
Global Assets Advisory, LLC877$311K0.12%-29413F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,161$311K0.13%013F-HRTimeline
WILLNER & HELLER, LLC1,160$310K0.26%+513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,155$309K0.02%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,154$309K0.12%013F-HRTimeline
Onyx Bridge Wealth Group LLC1,149$308K0.04%+113F-HRTimeline
Advisors Asset Management, Inc.1,146$307K0.01%+213F-HR/ATimeline
EagleClaw Capital Managment, LLC1,146$307K0.05%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,145$306K0.11%013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC1,143$306K0.08%+21713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,197$306K0.14%-4213F-HRTimeline
Keystone Financial Group, Inc.1,146$305K0.19%+313F-HRTimeline
Valmark Advisers, Inc.1,137$304K<0.01%-5813F-HRTimeline
Sippican Capital Advisors1,136$304K0.22%013F-HRTimeline
CRA Financial Services, LLC1,132$303K0.05%-5213F-HRTimeline
Five Oceans Advisors1,132$303K0.13%+1813F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,131$303K0.02%+24013F-HRTimelineGroup
Quent Capital, LLC1,130$302K0.03%+1513F-HRTimeline
Main Street Financial Solutions, LLC1,124$301K0.02%+30613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,124$301K0.03%-1813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,122$300K0.29%-2113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,121$300K0.02%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,120$300K0.06%+113F-HRTimeline
Peachtree Investment Partners, LLC1,117$299K0.11%+20113F-HRTimeline
Aaron Wealth Advisors LLC1,117$299K0.03%+3413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,116$299K0.11%013F-HRTimeline
Accurate Wealth Management, LLC1,166$299K0.05%new13F-HRTimeline
LANARK FINANCIAL, INC.1,117$298K0.02%-1,88213F-HRTimeline
GREENBERG FINANCIAL GROUP900$297K0.11%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,108$296K0.01%013F-HRTimelineGroup
EVERPAR ADVISORS LLC1,108$296K0.13%+5913F-HRTimeline
Mystic Asset Management, Inc.1,106$296K0.07%-4013F-HRTimeline
MFA Wealth Services1,104$295K0.22%+713F-HRTimeline
Avestar Capital, LLC1,104$295K0.02%-213F-HRTimeline
Ruggaard & Associates LLC1,104$295K0.12%+10013F-HRTimeline
Anchor Investment Management, LLC1,103$295K0.03%013F-HRTimeline
Blume Capital Management, Inc.1,100$294K0.06%-413F-HRTimeline
Jackson Creek Investment Advisors LLC1,100$294K0.08%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,094$293K0.03%+7813F-HRTimelineGroup
3Chopt Investment Partners, LLC1,093$292K0.07%+4913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,091$292K0.06%+17213F-HRTimeline
Allegiance Financial Group Advisory Ser…1,084$290K0.08%+2213F-HRTimeline
Breakwater Capital Group1,076$288K0.05%013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,074$287K0.03%new13F-HRTimeline
Longboard Asset Management, LP1,074$287K0.71%new13F-HRTimeline
Sunbelt Securities, Inc.1,191$287K0.03%013F-HRTimeline
Spectrum Planning & Advisory Services I…1,070$286K0.19%new13F-HRTimeline
Key Financial Inc1,065$285K0.06%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,063$284K0.12%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,059$283K0.02%013F-HRTimeline
Sage Mountain Advisors LLC1,059$283K0.02%new13F-HRTimeline
Resonant Capital Advisors, LLC1,057$283K0.02%+15513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,051$281K0.01%+12113F-HRTimeline
S-Bank Fund Management Ltd1,050$281K0.04%new13F-HRTimeline
One Capital Management, LLC1,048$280K0.01%+6613F-HRTimeline
Tortoise Investment Management, LLC1,047$280K0.03%+8613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,041$279K<0.01%+1013F-HRTimeline
Prosperity Consulting Group, LLC1,041$279K0.02%+2113F-HRTimeline
LEIGH BALDWIN & CO., LLC1,040$278K0.18%+1313F-HRTimeline
JARISLOWSKY, FRASER Ltd1,040$278K<0.01%013F-HRTimeline
Confluence Wealth Services, Inc.1,038$278K0.02%-18,75413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,036$277K0.02%013F-HRTimeline
Portside Wealth Group, LLC1,031$276K0.04%+24313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,027$275K0.02%+10813F-HRTimeline
Cornerstone Advisory, LLC1,026$275K0.03%+313F-HRTimeline
ALTFEST L J & CO INC1,024$274K0.03%-813F-HRTimeline
Crews Bank & Trust1,024$274K0.04%013F-HRTimeline
HCR Wealth Advisors1,023$274K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division1,022$273K0.03%-8513F-HRTimeline
Shulman DeMeo Asset Management LLC1,021$273K0.07%+113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,020$273K0.31%013F-HRTimeline
GRIES FINANCIAL LLC1,018$272K0.05%-1513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,016$272K0.04%+26313F-HRTimeline
McLean Asset Management Corp1,055$271K0.07%+1913F-HRTimeline
Old Mission Investment Co LLC1,013$271K0.07%013F-HRTimeline
Farringdon Capital, Ltd.1,009$270K0.09%-2,99213F-HRTimeline
Templeton & Phillips Capital Management…1,005$269K0.19%013F-HRTimeline
Next Capital Management LLC1,004$269K0.1%013F-HRTimeline
L2 Asset Management, LLC1,003$268K0.04%+5013F-HRTimeline
Quantum Financial Advisors, LLC1,001$268K0.04%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …1,000$268K0.02%013F-HRTimeline
Vision Capital Management, Inc.1,000$268K0.04%013F-HRTimeline
Red Wave Investments LLC1,000$268K0.09%013F-HRTimeline
Mill Capital Management, LLC1,000$268K0.02%013F-HRTimeline
Legacy Edge Advisors, LLC999$267K0.04%-2013F-HRTimeline
Sageworth Trust Co998$267K0.01%-1913F-HRTimeline
Carr Financial Group Corp996$266K0.08%+11913F-HRTimeline
Financial Council, LLC994$266K0.13%013F-HRTimeline
Strong Tower Advisory Services993$266K0.05%new13F-HRTimeline
Bragg Financial Advisors, Inc992$265K0.01%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP992$265K0.09%new13F-HRTimeline
Magnus Financial Group LLC989$265K0.02%+113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC989$265K0.05%+9513F-HRTimelineGroup
Quarry LP989$265K0.06%+71913F-HRTimeline
MBB PUBLIC MARKETS I LLC988$264K0.03%-22413F-HRTimeline