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Travelers Companies (TRV) Institutional Ownership

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$271.31 -3.10 (-1.13%)
As of 01:30 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)
1067
Total
Institutional Inflows
(last 12 months)
$9.69B
Number of
Institutional Sellers
(last 12 months)
818
Total
Institutional Outflows
(last 12 months)
$6.06B
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TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Focus Financial Network Inc.8,289$2.32M0.1%+2.6%0.004%
10/9/2025Bartlett & CO. Wealth Management LLC39,600$11.06M0.1%-2.9%0.018%
10/9/2025Baker Tilly Wealth Management LLC3,094$864K0.2%-19.8%0.001%
10/9/2025AdvisorNet Financial Inc1,483$414K0.0%-3.0%0.001%
10/9/2025IVC Wealth Advisors LLC753$210K0.1%N/A0.000%
10/9/2025Board of the Pension Protection Fund5,100$1.42M1.4%-3.8%0.002%
10/9/2025Franklin Street Advisors Inc. NC2,479$692K0.0%-3.9%0.001%
10/9/2025U.S. Capital Wealth Advisors LLC63,195$17.65M0.5%+1.6%0.028%
10/9/2025Kennebec Savings Bank179$50K0.0%-26.6%0.000%
10/9/2025Voya Investment Management LLC38,533$10.76M0.0%-19.1%0.017%
10/9/2025Voya Financial Advisors Inc.852$236K0.0%-13.9%0.000%
10/9/2025Mitchell & Pahl Private Wealth LLC3,224$900K0.4%-1.2%0.001%
10/9/2025Dynamic Advisor Solutions LLC5,553$1.55M0.0%+5.3%0.002%
10/9/2025Riversedge Advisors LLC1,401$391K0.1%+58.5%0.001%
10/8/2025 Talbot Financial LLC45,587$12.73M1.1%+3.2%0.020%
10/8/2025 Hilltop National Bank612$171K0.0%+48.5%0.000%
10/8/2025 Fiduciary Alliance LLC878$245K0.0%-8.6%0.000%
10/8/2025 Legacy Private Trust Co.880$246K0.0%-10.0%0.000%
10/8/2025 Kwmg LLC27,198$7.59M0.7%+1.7%0.012%
10/8/2025 Wedmont Private Capital3,126$891K0.0%-1.4%0.001%
10/8/2025 Czech National Bank57,180$15.97M0.1%+3.2%0.025%
10/8/2025 Carr Financial Group Corp829$232K0.1%-16.8%0.000%
10/8/2025 Veracity Capital LLC1,549$433K0.1%-3.3%0.001%
10/8/2025 Beacon Financial Group6,741$1.88M0.2%-0.8%0.003%
10/7/2025 McLean Asset Management Corp1,009$285K0.1%-4.4%0.000%
10/7/2025 Lbmc Investment Advisors LLC1,750$489K0.0%N/A0.001%
10/7/2025 Acropolis Investment Management LLC12,993$3.48M0.2%+11.1%0.006%
10/7/2025 Canandaigua National Bank & Trust Co.8,610$2.40M0.2%-9.3%0.004%
10/7/2025 Assenagon Asset Management S.A.338,150$94.42M0.1%+4,767.6%0.150%
10/6/2025 Exeter Financial LLC10,246$2.86M1.2%-0.9%0.005%
10/6/2025 Moody National Bank Trust Division6,073$1.70M0.1%-4.4%0.003%
10/6/2025 AssuredPartners Investment Advisors LLC8,475$2.37M0.5%+4.7%0.004%
10/6/2025 Grove Bank & Trust695$194K0.0%-7.7%0.000%
10/6/2025 Nilsine Partners LLC9,737$2.72M0.2%+0.4%0.004%
10/3/2025 KFA Private Wealth Group LLC1,020$285K0.1%N/A0.000%
10/3/2025 Aaron Wealth Advisors LLC1,450$405K0.0%+29.8%0.001%
10/3/2025 Shorepoint Capital Partners LLC39,589$11.05M2.2%N/A0.018%
10/2/2025 Central Pacific Bank Trust Division966$270K0.0%-5.5%0.000%
10/2/2025 GAMMA Investing LLC9,655$2.70M0.1%+4.8%0.004%
10/2/2025 Bank of New Hampshire2,648$739K0.2%-2.6%0.001%
9/30/2025Rydar Equities Inc.4,835$1.29M1.0%N/A0.002%
9/30/2025Cullen Capital Management LLC520,886$139.36M1.6%-1.4%0.231%
9/26/2025Corient Private Wealth LLC113,555$30.38M0.0%-18.9%0.050%
9/24/2025Texas Permanent School Fund Corp15,911$4.26M0.0%-35.4%0.007%
9/22/2025Caldwell Trust Co1,167$312K0.0%N/A0.001%
9/12/2025Valeo Financial Advisors LLC5,109$1.37M0.0%+0.8%0.002%
9/11/2025Milestones Private Investment Advisors LLC1,440$385K0.3%N/A0.001%
9/9/2025NWF Advisory Services Inc.1,909$511K0.1%-2.1%0.001%
9/4/2025Osaic Holdings Inc.49,536$13.27M0.0%-14.4%0.022%
8/29/2025Centaurus Financial Inc.2,184$584K0.0%+2.2%0.001%
8/27/2025Orion Porfolio Solutions LLC17,888$4.79M0.0%-1.8%0.008%
8/26/2025Thrivent Financial for Lutherans10,791$2.89M0.0%+15.9%0.005%
8/26/2025MASTERINVEST Kapitalanlage GmbH773$207K0.0%N/A0.000%
8/22/2025Stance Capital LLC4,939$1.32M0.5%N/A0.002%
8/20/2025Kentucky Retirement Systems14,489$3.88M0.1%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund6,149$1.65M0.1%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.4,940$1.32M0.1%N/A0.002%
8/19/2025Slocum Gordon & Co LLP1,175$314K0.3%-4.1%0.001%
8/19/2025Newbridge Financial Services Group Inc.3,631$972K0.2%-3.4%0.002%
8/19/2025Advisory Services Network LLC14,038$3.65M0.1%+8.5%0.006%
8/19/2025Cim LLC8,208$2.20M0.3%+0.9%0.004%
8/19/2025State of Wyoming1,906$510K0.1%-16.0%0.001%
8/19/2025Delos Wealth Advisors LLC100$27K0.0%N/A0.000%
8/19/2025Asset Dedication LLC15,632$4.18M0.3%+1.0%0.007%
8/19/2025Pitcairn Co.3,740$1.00M0.1%-12.9%0.002%
8/18/2025Hudson Bay Capital Management LP66,238$17.72M0.1%+13.7%0.029%
8/18/2025Finward Bancorp2,160$578K0.5%-13.6%0.001%
8/18/2025Nomura Holdings Inc.57,190$15.30M0.0%+327.3%0.025%
8/18/2025Geneos Wealth Management Inc.5,537$1.48M0.0%+74.1%0.002%
8/18/2025Kestra Investment Management LLC2,194$587K0.0%-54.7%0.001%
8/18/2025Semper Augustus Investments Group LLC19,255$5.15M0.7%-4.5%0.009%
8/18/2025CYBER HORNET ETFs LLC598$160K0.1%N/A0.000%
8/18/2025Rexford Capital Inc.2,352$629K0.5%N/A0.001%
8/16/2025Public Sector Pension Investment Board46,663$12.48M0.1%-23.0%0.021%
8/16/2025Evergreen Capital Management LLC1,770$474K0.0%-5.7%0.001%
8/15/2025CANADA LIFE ASSURANCE Co287,709$77.06M0.1%-1.3%0.128%
8/15/2025Tower Research Capital LLC TRC 9,712$2.60M0.1%+20.0%0.004%
8/15/2025MUFG Securities EMEA plc668$179K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC1,622$434K0.0%-6.1%0.001%
8/15/2025Global View Capital Management LLC1,321$353K0.1%-8.3%0.001%
8/15/2025Fairfield Bush & CO.836$224K0.1%-4.6%0.000%
8/15/2025Corient Private Wealth LLC290,633$77.76M0.1%+107.7%0.129%
8/15/2025Florida Financial Advisors LLC1,168$312K0.1%-23.8%0.001%
8/15/2025Auxier Asset Management43,175$11.55M1.7%-0.5%0.019%
8/15/2025State of Tennessee Department of Treasury82,690$22.12M0.1%+2.9%0.037%
8/15/2025Stonebridge Capital Advisors LLC49,293$13.19M1.0%-20.1%0.022%
8/15/2025Captrust Financial Advisors42,701$11.42M0.0%+6.1%0.019%
8/15/2025Blue Chip Partners LLC779$208K0.0%N/A0.000%
8/15/2025Keel Point LLC1,191$319K0.0%+33.8%0.001%
8/15/2025Vident Advisory LLC6,395$1.71M0.0%+170.9%0.003%
8/15/2025Voleon Capital Management LP1,745$467K0.0%+69.3%0.001%
8/15/2025Voya Financial Advisors Inc.990$261K0.0%-7.5%0.000%
8/15/2025Tidal Investments LLC7,332$1.96M0.0%-27.6%0.003%
8/15/2025Smartleaf Asset Management LLC2,918$768K0.1%+5.0%0.001%
8/15/2025Snowden Capital Advisors LLC7,750$2.07M0.1%-2.2%0.003%
8/15/2025Royal London Asset Management Ltd.152,195$40.72M0.1%-2.8%0.068%
8/15/2025Rafferty Asset Management LLC75,330$20.15M0.1%+1.3%0.033%
8/15/2025Ruggaard & Associates LLC1,104$295K0.1%+10.0%0.000%
8/15/2025Oxford Asset Management LLP992$265K0.1%N/A0.000%
8/15/2025Orion Porfolio Solutions LLC17,888$4.79M0.0%-1.8%0.008%
(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, 1,664 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($5.90B), State Street Corp ($4.18B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($2.04B), Geode Capital Management LLC ($1.48B), Massachusetts Financial Services Co. MA ($1.46B), and Clearbridge Investments LLC ($992.26M).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 1,398 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 ($6.86M), JPMorgan Chase & Co. ($3.91M), Valeo Financial Advisors LLC ($3.61M), Bank of America Corp DE ($2.47M), GAMMA Investing LLC ($2.21M), FMR LLC ($1.80M), and Assenagon Asset Management S.A. ($1.14M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 38,259,825 shares in the last 24 months. This purchase volume represents approximately $9.69B in transactions.

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

Of the 816 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 ($1.45M), Lido Advisors LLC ($918.31K), Legal & General Group Plc ($602.45K), International Assets Investment Management LLC ($518.25K), and Balyasny Asset Management L.P. ($514.49K).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 24,127,939 shares in the last 24 months. This volume of shares sold represents approximately $6.06B in transactions.


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This page (NYSE:TRV) was last updated on 10/10/2025 by MarketBeat.com Staff
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