TRV — Travelers Companies Inc Institutional Holders · Q3 2026

Name: Who Owns TRV? 87 Institutions Hold $131M (Q3 2026)
Creator: ko.io

Who owns Travelers Companies Inc (TRV)? 87 institutions reported holding $131.33M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($22.1M), Benedict Financial Advisors Inc ($12.3M), Kwmg, LLC ($10.2M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$22.1M	61,984	Hold
2	BENEDICT FINANCIAL ADVISORS INC	$12.3M	34,508	Trimmed
3	KWMG, LLC	$10.2M	28,617	Added
4	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$6.6M	18,457	Added
5	VALLEY WEALTH MANAGERS, INC.	$6.0M	16,931	Trimmed
6	Applied Capital LLC/FL	$5.4M	15,070	Trimmed
7	GAMMA Investing LLC	$4.9M	13,831	Added
8	Farther Finance Advisors, LLC	$4.9M	13,785	Added
9	Lincoln Capital LLC	$4.0M	11,201	Trimmed
10	Acropolis Investment Management, LLC	$3.8M	10,546	Trimmed
11	Exeter Financial, LLC	$3.7M	10,444	Trimmed
12	Monument Capital Management	$3.1M	8,648	Added
13	CoreCap Advisors, LLC	$2.9M	8,190	Added
14	Bank & Trust Co	$2.8M	7,863	Trimmed
15	Venture Visionary Partners LLC	$2.7M	7,693	Trimmed
16	CANANDAIGUA NATIONAL BANK & TRUST CO	$2.6M	7,362	Trimmed
17	Bank of New Hampshire	$2.1M	5,871	Added
18	MassMutual Private Wealth & Trust, FSB	$2.0M	5,691	Trimmed
19	Wedmont Private Capital	$1.8M	4,901	Added
20	Bullock Wealth Management Group	$1.7M	4,680	Added
21	RFG - Bristol Wealth Advisors, LLC	$1.6M	4,534	Added
22	Valeo Financial Advisors, LLC	$1.6M	4,456	Added
23	Retireful, LLC	$1.5M	4,203	New
24	MOODY NATIONAL BANK TRUST DIVISION	$1.5M	4,194	Added
25	Barden Capital Management, Inc.	$1.2M	3,394	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30