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Travelers Companies (TRV) Institutional Ownership

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$256.92 -10.08 (-3.78%)
Closing price 03:59 PM Eastern
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$257.64 +0.72 (+0.28%)
As of 04:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for Travelers Companies (NYSE:TRV)

Current
Institutional Ownership
Percentage
82.45%
Number of
Institutional Buyers
(last 12 months)
985
Total
Institutional Inflows
(last 12 months)
$7.10B
Number of
Institutional Sellers
(last 12 months)
746
Total
Institutional Outflows
(last 12 months)
$5.10B
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TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025First Financial Bank Trust Division833$223K0.0%-5.2%0.000%
7/2/2025Central Pacific Bank Trust Division1,022$273K0.0%-7.7%0.000%
7/1/2025Park National Corp OH2,580$690K0.0%+1.6%0.001%
7/1/2025Cullen Investment Group LTD.748$200K0.0%N/A0.000%
6/30/2025Pensionfund Sabic6,000$1.59M0.5%-13.0%0.003%
6/26/2025AG2R LA Mondiale Gestion D Actifs8,585$2.37M0.1%N/A0.004%
6/23/2025Swedbank AB127,756$33.79M0.0%+2.7%0.057%
6/18/2025Voya Investment Management LLC47,303$12.51M0.0%-25.2%0.021%
6/6/2025eCIO Inc.127$34K0.0%N/A0.000%
6/5/2025Cim LLC8,131$2.15M0.3%N/A0.004%
6/2/2025Modern Wealth Management LLC1,721$455K0.0%N/A0.001%
5/28/2025Strs Ohio59,910$15.84M0.1%N/A0.026%
5/27/2025Jacobi Capital Management LLC8,400$2.22M0.2%+4.5%0.004%
5/27/2025Advisors Capital Management LLC1,720$455K0.0%-13.1%0.001%
5/21/2025McAdam LLC784$207K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC898,710$237.66M0.7%+41.2%0.397%
5/21/2025Geneos Wealth Management Inc.3,181$841K0.0%+7.5%0.001%
5/20/2025Belpointe Asset Management LLC6,832$1.81M0.1%-5.9%0.003%
5/20/2025Intech Investment Management LLC44,995$11.90M0.1%-32.3%0.020%
5/20/2025Focus Partners Wealth17,836$4.72M0.0%+9.3%0.008%
5/20/2025Flaharty Asset Management LLC120$32K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.2,407$637K0.0%N/A0.001%
5/20/2025Glenview Trust co4,823$1.28M0.0%+1.4%0.002%
5/20/2025Plato Investment Management Ltd5,062$1.35M0.1%-5.5%0.002%
5/19/2025SageView Advisory Group LLC906$240K0.0%+6.5%0.000%
5/19/2025Advisory Alpha LLC1,451$384K0.0%+3.3%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC600,611$158.84M0.0%-77.9%0.265%
5/19/2025Optimize Financial Inc1,447$383K0.1%N/A0.001%
5/16/2025Woodline Partners LP347,389$91.87M0.6%+38.0%0.153%
5/16/2025Zurich Insurance Group Ltd FI83,513$22.09M0.2%-19.7%0.037%
5/16/2025Prostatis Group LLC4,344$1.15M0.4%-17.7%0.002%
5/16/2025Empowered Funds LLC28,910$7.65M0.1%+42.6%0.013%
5/16/2025MBB Public Markets I LLC1,212$321K0.0%N/A0.001%
5/16/2025Ascent Group LLC6,549$1.73M0.1%+24.7%0.003%
5/16/2025Meiji Yasuda Life Insurance Co3,885$1.03M0.0%-10.8%0.002%
5/16/2025RNC Capital Management LLC19,254$5.09M0.3%-3.3%0.008%
5/16/2025United Services Automobile Association4,970$1.30M0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.9,892$2.62M0.1%-5.7%0.004%
5/16/2025Great Lakes Advisors LLC215,065$56.87M0.5%+3.4%0.095%
5/16/2025Voleon Capital Management LP 1,031$273K0.0%+23.3%0.000%
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5/16/2025Ashton Thomas Private Wealth LLC6,259$1.66M0.1%-6.6%0.003%
5/16/2025Guardian Partners Inc.4,112$1.07M0.1%-9.8%0.002%
5/16/2025Goldman Sachs Group Inc.1,934,625$511.63M0.1%+25.3%0.857%
5/16/2025Kestra Investment Management LLC4,848$1.28M0.0%+3.3%0.002%
5/16/2025Knightsbridge Asset Management LLC919$243K0.1%N/A0.000%
5/16/2025Jones Financial Companies Lllp4,467$1.18M0.0%+2.3%0.002%
5/16/2025Dynamic Technology Lab Private Ltd1,500$397K0.1%-3.2%0.001%
5/16/2025CKW Financial Group344$91K0.0%N/A0.000%
5/16/2025USS Investment Management Ltd33,886$8.96M0.1%-14.4%0.015%
5/16/2025UniSuper Management Pty Ltd17,904$4.74M0.0%+2.3%0.008%
5/16/2025Scientech Research LLC3,214$850K0.2%-3.5%0.001%
5/16/2025Plancorp LLC1,361$360K0.0%+10.1%0.001%
5/16/2025Nissay Asset Management Corp Japan ADV28,362$7.50M0.0%+0.8%0.013%
5/16/2025NewEdge Advisors LLC25,613$6.77M0.0%-18.9%0.011%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.138,278$36.57M0.1%+168.0%0.061%
5/16/2025Integrated Wealth Concepts LLC7,107$1.88M0.0%+4.4%0.003%
5/16/2025Jacobs Levy Equity Management Inc.1,012,421$267.75M1.1%-7.5%0.447%
5/16/2025Hancock Whitney Corp13,288$3.51M0.1%-1.6%0.006%
5/16/2025Curi RMB Capital LLC1,908$505K0.0%+76.2%0.001%
5/16/2025Alliancebernstein L.P.410,957$108.68M0.0%+56.8%0.181%
5/16/2025Banque Transatlantique SA1,079$264K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC1,431,736$377.92M0.4%+24.0%0.632%
5/16/2025Advisors Asset Management Inc.1,144$303K0.0%-87.6%0.001%
5/16/2025Alyeska Investment Group L.P.320,345$84.72M0.3%+540.7%0.141%
5/16/2025Amundi1,039,898$273.60M0.1%+33.3%0.459%
5/16/2025Aprio Wealth Management LLC1,240$328K0.0%+15.3%0.001%
5/16/20251 North Wealth Services LLC3,703$979K0.5%-4.4%0.002%
5/16/2025Adage Capital Partners GP L.L.C.103,913$27.48M0.1%-13.5%0.046%
5/15/2025Federation des caisses Desjardins du Quebec16,788$4.44M0.0%+26.1%0.007%
5/15/2025EP Wealth Advisors LLC7,713$2.04M0.0%+2.5%0.003%
5/15/2025GW Henssler & Associates Ltd.108,579$28.72M1.6%-0.3%0.048%
5/15/2025Cigna Investments Inc. New2,263$598K0.1%-2.2%0.001%
5/15/2025Focus Partners Advisor Solutions LLC8,838$2.34M0.0%+54.1%0.004%
5/15/2025FJ Capital Management LLC5,104$1.35M0.1%N/A0.002%
5/15/2025Flputnam Investment Management Co.4,645$1.23M0.0%-15.1%0.002%
5/15/2025Graham Capital Management L.P.25,474$6.74M0.1%N/A0.011%
5/15/2025Retirement Planning Co of New England Inc.1,146$303K0.1%N/A0.001%
5/15/2025MAI Capital Management13,609$3.60M0.0%-0.7%0.006%
5/15/2025Quarry LP270$71K0.0%+42.1%0.000%
5/15/2025Nomura Holdings Inc.13,383$3.54M0.0%-72.6%0.006%
5/15/2025DRW Securities LLC16,666$4.41M0.1%+1,040.7%0.007%
5/15/2025Texas Bank & Trust Co4,687$1.24M0.5%-0.8%0.002%
5/15/2025Connecticut Wealth Management LLC2,769$732K0.0%-3.8%0.001%
5/15/2025Junto Capital Management LP213,973$56.59M1.2%-9.9%0.094%
5/15/2025Pinnacle Wealth Planning Services Inc.817$216K0.0%N/A0.000%
5/15/2025Panagora Asset Management Inc.232,103$61.38M0.3%-20.1%0.102%
5/15/2025New Vernon Investment Management LLC11,735$3.10M4.2%+293.1%0.005%
5/15/2025Vident Advisory LLC2,361$624K0.0%-59.3%0.001%
5/15/2025Evergreen Capital Management LLC1,876$496K0.0%+5.2%0.001%
5/15/2025The Manufacturers Life Insurance Company 142,068$37.57M0.0%-1.5%0.063%
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5/15/2025Magnetar Financial LLC2,609$690K0.0%N/A0.001%
5/15/2025Canada Pension Plan Investment Board365,389$96.63M0.1%+3.7%0.161%
5/15/2025GKV Capital Management Co. Inc.1,160$307K0.1%N/A0.001%
5/15/2025Te Ahumairangi Investment Management Ltd24,736$6.54M1.4%-5.8%0.011%
5/15/2025WPG Advisers LLC206$54K0.1%N/A0.000%
5/15/2025State of Wyoming2,268$600K0.1%+50.0%0.001%
5/15/2025Lansforsakringar Fondforvaltning AB publ 269,240$71.20M0.4%-3.1%0.119%
5/15/2025Monterey Private Wealth Inc.772$204K0.1%N/A0.000%
5/15/2025Oarsman Capital Inc.777$205K0.0%-11.4%0.000%
5/15/2025OMERS ADMINISTRATION Corp15,984$4.23M0.0%+6.3%0.007%
(Data available from 1/1/2016 forward)

TRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRV shares?

During the previous two years, 1,619 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($5.75B), State Street Corp ($3.64B), BlackRock Inc. ($3.49B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($1.82B), Massachusetts Financial Services Co. MA ($1.55B), and Geode Capital Management LLC ($1.27B).Learn more on Travelers Companies' institutional investors.

What percentage of Travelers Companies' stock is owned by institutional investors?

82.45% of Travelers Companies' stock is owned by institutional investors. Learn more on TRV's institutional investor holdings.

Which institutional investors have been buying Travelers Companies' stock?

Of the 1,353 institutional investors that purchased Travelers Companies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.81M), JPMorgan Chase & Co. ($3.16M), Bank of America Corp DE ($2.47M), GAMMA Investing LLC ($2.20M), FMR LLC ($1.80M), Nuveen LLC ($1.11M), and Acadian Asset Management LLC ($1.10M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 29,152,542 shares in the last 24 months. This purchase volume represents approximately $7.10B in transactions.

Which of Travelers Companies' major shareholders have been selling company stock?

Of the 746 institutional investors that sold Travelers Companies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($6.56M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.23M), Massachusetts Financial Services Co. MA ($1.24M), Lido Advisors LLC ($918.31K), International Assets Investment Management LLC ($518.42K), Legal & General Group Plc ($442.73K), and Bank of New York Mellon Corp ($441.25K).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 20,938,462 shares in the last 24 months. This volume of shares sold represents approximately $5.10B in transactions.



This page (NYSE:TRV) was last updated on 7/2/2025 by MarketBeat.com Staff
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