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Travelers Companies (TRV) Institutional Ownership

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$261.78 -2.35 (-0.89%)
Closing price 03:59 PM Eastern
Extended Trading
$261.51 -0.27 (-0.10%)
As of 04:43 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)
916
Total
Institutional Inflows
(last 12 months)
$6.84B
Number of
Institutional Sellers
(last 12 months)
700
Total
Institutional Outflows
(last 12 months)
$4.75B
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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
5/1/2025Florida Financial Advisors LLC1,533$405K0.2%-5.4%0.001%
5/1/2025Securian Asset Management Inc.11,983$3.17M0.1%-1.6%0.005%
5/1/2025MQS Management LLC1,764$467K0.3%N/A0.001%
5/1/2025LRI Investments LLC6,254$1.65M0.1%-1.7%0.003%
5/1/2025Asset Dedication LLC15,470$4.09M0.3%-3.6%0.007%
5/1/2025CWM LLC121,684$32.18M0.1%+0.9%0.054%
5/1/2025Greatmark Investment Partners Inc.60,953$16.12M2.2%+3.0%0.027%
5/1/2025Hughes Financial Services LLC125$33K0.0%N/A0.000%
5/1/2025Pittenger & Anderson Inc.77,160$20.41M0.7%+0.1%0.034%
5/1/2025Stephens Inc. AR11,091$2.93M0.0%-2.5%0.005%
5/1/2025Schechter Investment Advisors LLC2,038$539K0.0%+6.3%0.001%
5/1/2025New York State Common Retirement Fund290,141$76.73M0.1%-8.0%0.128%
5/1/2025Mutual of America Capital Management LLC26,368$6.97M0.1%-3.0%0.012%
5/1/2025Arizona State Retirement System66,624$17.62M0.1%+1.9%0.029%
5/1/2025Kathmere Capital Management LLC5,611$1.48M0.1%+20.2%0.002%
5/1/2025Ballentine Partners LLC12,805$3.39M0.1%+1.2%0.006%
5/1/2025Focused Wealth Management Inc955$252K0.0%-4.6%0.000%
5/1/2025PYA Waltman Capital LLC5,565$1.47M0.5%+1.2%0.002%
5/1/2025Applied Capital LLC FL16,099$4.26M3.3%-0.4%0.007%
5/1/2025SteelPeak Wealth LLC24,463$6.47M0.3%+82.9%0.011%
5/1/2025Stegent Equity Advisors Inc.1,904$504K0.5%+10.1%0.001%
5/1/2025Xponance Inc.31,992$8.46M0.1%-0.3%0.014%
5/1/2025Fidelis Capital Partners LLC2,828$733K0.1%+163.1%0.001%
4/30/2025 Burford Brothers Inc.3,613$955K0.5%N/A0.002%
4/30/2025 CFC Planning Co LLC16,813$4.45M4.9%+8.7%0.007%
4/30/2025 State of Michigan Retirement System61,553$16.28M0.1%-0.2%0.027%
4/30/2025 Cerity Partners LLC88,427$23.39M0.0%+17.2%0.039%
4/30/2025 Phillips Financial Management LLC919$243K0.0%+6.2%0.000%
4/30/2025 Cornerstone Investment Partners LLC204,768$54.15M2.6%-16.5%0.090%
4/30/2025 Vision Capital Management Inc.1,000$264K0.0%N/A0.000%
4/30/2025 Allworth Financial LP6,361$1.66M0.0%+6.8%0.003%
4/30/2025 tru Independence LLC20,153$5.33M1.7%+1.3%0.009%
4/30/2025 Rogco LP138$36K0.0%-59.8%0.000%
4/30/2025 True Vision MN LLC2,532$670K0.4%-8.8%0.001%
4/30/2025 Peddock Capital Advisors LLC10,855$2.87M0.7%-1.3%0.005%
4/30/2025 Quotient Wealth Partners LLC2,071$548K0.0%-17.7%0.001%
4/30/2025 Nisa Investment Advisors LLC86,659$22.92M0.1%-3.0%0.038%
4/30/2025 Moloney Securities Asset Management LLC791$209K0.0%N/A0.000%
4/30/2025 LBP AM SA14,145$3.74M0.1%N/A0.006%
4/30/2025 Axxcess Wealth Management LLC5,093$1.35M0.0%-18.2%0.002%
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4/30/2025 New Mexico Educational Retirement Board10,578$2.80M0.1%-2.8%0.005%
4/30/2025 Rehmann Capital Advisory Group1,103$292K0.0%+7.1%0.000%
4/30/2025 Cornerstone Planning Group LLC96$25K0.0%+700.0%0.000%
4/30/2025 Linden Thomas Advisory Services LLC3,685$975K0.1%+8.5%0.002%
4/30/2025 Greenleaf Trust10,679$2.82M0.0%+1.7%0.005%
4/30/2025 DekaBank Deutsche Girozentrale314,623$82.22M0.2%+0.2%0.139%
4/30/2025 Personal CFO Solutions LLC782$207K0.0%-7.5%0.000%
4/30/2025 Opus Capital Group LLC2,218$587K0.1%-3.5%0.001%
4/30/2025 Stratos Wealth Partners LTD.2,514$665K0.0%-10.3%0.001%
4/30/2025 M&T Bank Corp103,948$27.49M0.1%+0.4%0.046%
4/30/2025 Stratos Wealth Advisors LLC1,189$315K0.0%+8.3%0.001%
4/30/2025 Liberty One Investment Management LLC21,258$5.62M0.6%+4.8%0.009%
4/30/2025 Brown Advisory Inc.36,379$9.62M0.0%+0.7%0.016%
4/30/2025 Alpha Cubed Investments LLC3,290$870K0.0%+200.2%0.001%
4/30/2025 Beverly Hills Private Wealth LLC1,985$525K0.1%-23.5%0.001%
4/30/2025 Interchange Capital Partners LLC2,469$653K0.2%+5.0%0.001%
4/30/2025 Crossmark Global Holdings Inc.10,732$2.84M0.1%+4.3%0.005%
4/30/2025 Washington Trust Bank1,218$322K0.0%N/A0.001%
4/29/2025 Centennial Bank AR 1,316$348K0.2%+23.5%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC61,860$16.36M0.5%+1.5%0.027%
4/29/2025 Financial Counselors Inc.90,794$24.01M0.4%-5.2%0.040%
4/29/2025 Callan Capital LLC1,171$310K0.0%+15.3%0.001%
4/29/2025 Envestnet Asset Management Inc.683,861$180.85M0.1%-1.6%0.302%
4/29/2025 Hexagon Capital Partners LLC220$58K0.0%-26.9%0.000%
4/29/2025 Penserra Capital Management LLC3,366$887K0.0%+21.2%0.001%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.5,665$1.50M0.1%-4.0%0.003%
4/29/2025 Meridian Investment Counsel Inc.17,978$4.75M1.4%-1.1%0.008%
4/29/2025 Atlantic Edge Private Wealth Management LLC8,849$2.34M0.7%-0.9%0.004%
4/29/2025 Compass Wealth Management LLC11,792$3.12M0.8%-1.7%0.005%
4/29/2025 Core Alternative Capital1,065$282K0.1%+12.2%0.000%
4/29/2025 Concurrent Investment Advisors LLC5,305$1.40M0.0%+47.3%0.002%
4/29/2025 Braun Stacey Associates Inc.119,652$31.64M1.3%+6.6%0.053%
4/29/2025 HM Payson & Co.21,418$5.66M0.1%-0.7%0.009%
4/29/2025 Bank of New York Mellon Corp1,727,072$456.74M0.1%-2.3%0.762%
4/29/2025 World Investment Advisors1,800$476K0.0%+19.2%0.001%
4/29/2025 Wayfinding Financial LLC814$215K0.1%N/A0.000%
4/29/2025 Truist Financial Corp145,249$38.41M0.1%-5.7%0.064%
4/29/2025 Investors Asset Management of Georgia Inc. GA ADV4,361$1.15M0.6%-3.3%0.002%
4/29/2025 Kintegral Advisory LLC7,711$2.04M0.3%-32.9%0.003%
4/29/2025 Catalyst Capital Advisors LLC527$139K0.0%+45.2%0.000%
4/29/2025 IFM Investors Pty Ltd45,954$12.15M0.1%+8.7%0.020%
4/29/2025 OneDigital Investment Advisors LLC8,638$2.28M0.0%+12.5%0.004%
4/29/2025 Avantax Planning Partners Inc.2,182$577K0.0%-2.5%0.001%
4/29/2025 Calamos Wealth Management LLC1,372$363K0.0%-3.0%0.001%
4/29/2025 Calamos Advisors LLC66,553$17.60M0.1%+1.1%0.029%
4/29/2025 Aviance Capital Partners LLC36,845$9.74M1.4%-0.6%0.016%
4/29/2025 Conning Inc.137,857$36.46M1.3%-4.0%0.061%
4/29/2025 Goelzer Investment Management Inc.38,450$10.17M0.6%-0.7%0.017%
4/28/2025 North Capital Inc.446$118K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.12,106$3.20M0.0%+0.8%0.005%
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4/28/2025 Principal Financial Group Inc.285,489$75.50M0.0%+2.3%0.126%
4/28/2025 Mutual Advisors LLC1,101$285K0.0%-46.4%0.000%
4/28/2025 Oregon Public Employees Retirement Fund19,539$5.17M0.1%+0.6%0.009%
4/28/2025 St. James Investment Company LLC91,780$24.27M4.0%-0.5%0.041%
4/28/2025 Resonant Capital Advisors LLC902$239K0.0%N/A0.000%
4/28/2025 Teacher Retirement System of Texas117,019$30.95M0.1%-65.0%0.052%
4/28/2025 First Horizon Advisors Inc.143,705$38.01M1.1%-1.0%0.063%
4/28/2025 Elmwood Wealth Management Inc.5,463$1.45M0.6%-5.7%0.002%
4/28/2025 Private Trust Co. NA5,277$1.40M0.1%+1.2%0.002%
4/28/2025 Pinnacle Financial Partners Inc11,048$2.84M0.1%-1.8%0.005%
(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, 1,585 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($5.21B), State Street Corp ($3.64B), BlackRock Inc. ($3.49B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($1.78B), Massachusetts Financial Services Co. MA ($1.45B), and Geode Capital Management LLC ($1.27B).Learn more on TRV's 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 1,319 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), Envestnet Asset Management Inc. ($2.45M), GAMMA Investing LLC ($2.20M), FMR LLC ($1.80M), and Balyasny Asset Management L.P. ($1.04M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 47,718,517 shares in the last 24 months. This purchase volume represents approximately $10.18B in transactions.

Which Travelers Companies major shareholders have been selling company stock?

Of the 947 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. ($6.03M), FMR LLC ($6.00M), Price T Rowe Associates Inc. MD ($2.34M), Envestnet Asset Management Inc. ($2.20M), Capital International Investors ($1.82M), Massachusetts Financial Services Co. MA ($1.64M), and Nuance Investments LLC ($1.43M).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 42,483,820 shares in the last 24 months. This volume of shares sold represents approximately $8.66B in transactions.



This page (NYSE:TRV) was last updated on 5/1/2025 by MarketBeat.com Staff
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