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Travelers Companies (TRV) Institutional Ownership

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$276.34 +1.42 (+0.52%)
Closing price 03:59 PM Eastern
Extended Trading
$276.40 +0.06 (+0.02%)
As of 06:16 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)
1070
Total
Institutional Inflows
(last 12 months)
$9.63B
Number of
Institutional Sellers
(last 12 months)
815
Total
Institutional Outflows
(last 12 months)
$6.13B
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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
8/22/2025Stance Capital LLC4,939$1.32M0.5%N/A0.002%
8/20/2025 Kentucky Retirement Systems14,489$3.88M0.1%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund6,149$1.65M0.1%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.4,940$1.32M0.1%N/A0.002%
8/19/2025 Slocum Gordon & Co LLP1,175$314K0.3%-4.1%0.001%
8/19/2025 Newbridge Financial Services Group Inc.3,631$972K0.2%-3.4%0.002%
8/19/2025 Advisory Services Network LLC14,038$3.65M0.1%+8.5%0.006%
8/19/2025 Cim LLC8,208$2.20M0.3%+0.9%0.004%
8/19/2025 State of Wyoming1,906$510K0.1%-16.0%0.001%
8/19/2025 Delos Wealth Advisors LLC100$27K0.0%N/A0.000%
8/19/2025 Asset Dedication LLC15,632$4.18M0.3%+1.0%0.007%
8/19/2025 Pitcairn Co.3,740$1.00M0.1%-12.9%0.002%
8/18/2025 Hudson Bay Capital Management LP66,238$17.72M0.1%+13.7%0.029%
8/18/2025 Finward Bancorp2,160$578K0.5%-13.6%0.001%
8/18/2025 Nomura Holdings Inc.57,190$15.30M0.0%+327.3%0.025%
8/18/2025 Geneos Wealth Management Inc.5,537$1.48M0.0%+74.1%0.002%
8/18/2025 Kestra Investment Management LLC2,194$587K0.0%-54.7%0.001%
8/18/2025 Semper Augustus Investments Group LLC19,255$5.15M0.7%-4.5%0.009%
8/18/2025 CYBER HORNET ETFs LLC598$160K0.1%N/A0.000%
8/18/2025 Rexford Capital Inc.2,352$629K0.5%N/A0.001%
8/16/2025 Public Sector Pension Investment Board46,663$12.48M0.1%-23.0%0.021%
8/16/2025 Evergreen Capital Management LLC1,770$474K0.0%-5.7%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co287,709$77.06M0.1%-1.3%0.128%
8/15/2025 Tower Research Capital LLC TRC 9,712$2.60M0.1%+20.0%0.004%
8/15/2025 MUFG Securities EMEA plc668$179K0.0%N/A0.000%
8/15/2025 Howland Capital Management LLC1,622$434K0.0%-6.1%0.001%
8/15/2025 Global View Capital Management LLC1,321$353K0.1%-8.3%0.001%
8/15/2025 Fairfield Bush & CO.836$224K0.1%-4.6%0.000%
8/15/2025 Corient Private Wealth LLC290,633$77.76M0.1%+107.7%0.129%
8/15/2025 Florida Financial Advisors LLC1,168$312K0.1%-23.8%0.001%
8/15/2025 Auxier Asset Management43,175$11.55M1.7%-0.5%0.019%
8/15/2025 State of Tennessee Department of Treasury82,690$22.12M0.1%+2.9%0.037%
8/15/2025 Stonebridge Capital Advisors LLC49,293$13.19M1.0%-20.1%0.022%
8/15/2025 Captrust Financial Advisors42,701$11.42M0.0%+6.1%0.019%
8/15/2025 Blue Chip Partners LLC779$208K0.0%N/A0.000%
8/15/2025 Keel Point LLC1,191$319K0.0%+33.8%0.001%
8/15/2025 Vident Advisory LLC6,395$1.71M0.0%+170.9%0.003%
8/15/2025 Voleon Capital Management LP1,745$467K0.0%+69.3%0.001%
8/15/2025 Voya Financial Advisors Inc.990$261K0.0%-7.5%0.000%
8/15/2025 Tidal Investments LLC7,332$1.96M0.0%-27.6%0.003%
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8/15/2025 Smartleaf Asset Management LLC2,918$768K0.1%+5.0%0.001%
8/15/2025 Snowden Capital Advisors LLC7,750$2.07M0.1%-2.2%0.003%
8/15/2025 Royal London Asset Management Ltd.152,195$40.72M0.1%-2.8%0.068%
8/15/2025 Rafferty Asset Management LLC75,330$20.15M0.1%+1.3%0.033%
8/15/2025 Ruggaard & Associates LLC1,104$295K0.1%+10.0%0.000%
8/15/2025 Oxford Asset Management LLP992$265K0.1%N/A0.000%
8/15/2025 Orion Porfolio Solutions LLC17,888$4.79M0.0%-1.8%0.008%
8/15/2025 MML Investors Services LLC33,297$8.91M0.0%+37.6%0.015%
8/15/2025 Man Group plc4,135$1.11M0.0%-95.6%0.002%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.7,472$2.00M0.1%-24.5%0.003%
8/15/2025 Modern Wealth Management LLC1,247$334K0.0%-27.5%0.001%
8/15/2025 Lazard Asset Management LLC18,911$5.06M0.0%-51.2%0.008%
8/15/2025 Hudson Bay Capital Management LP66,238$17.72M0.1%+13.7%0.029%
8/15/2025 ICONIQ Capital LLC1,263$338K0.0%-14.5%0.001%
8/15/2025 IHT Wealth Management LLC6,477$1.73M0.0%-1.2%0.003%
8/15/2025 Curi Capital LLC4,051$1.08M0.0%+112.3%0.002%
8/15/2025 Benjamin Edwards Inc.6,606$1.77M0.0%+3.3%0.003%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S68,603$17.10M0.2%-43.4%0.030%
8/15/2025 BNP Paribas Financial Markets315,694$84.46M0.0%-34.3%0.140%
8/15/2025 Boothbay Fund Management LLC1,903$509K0.0%N/A0.001%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp35,651$9.54M0.1%-17.9%0.016%
8/15/2025 Brevan Howard Capital Management LP15,818$4.23M0.0%-26.8%0.007%
8/15/2025 Balyasny Asset Management L.P.163,276$43.68M0.1%-75.9%0.073%
8/15/2025 Bank of America Corp DE3,501,055$936.67M0.1%-2.0%1.555%
8/15/2025 Adage Capital Partners GP L.L.C.372,513$99.66M0.2%+258.5%0.165%
8/15/2025 Ameriprise Financial Inc.264,715$70.82M0.0%-6.8%0.118%
8/15/2025 AQR Capital Management LLC1,454,118$384.75M0.3%+1.6%0.646%
8/14/2025 Connecticut Wealth Management LLC2,715$726K0.0%-2.0%0.001%
8/14/2025 Lighthouse Investment Partners LLC25,461$6.81M0.3%-72.7%0.011%
8/14/2025 California State Teachers Retirement System353,594$94.60M0.1%-1.0%0.157%
8/14/2025 Raymond James Financial Inc.544,333$145.63M0.1%-3.9%0.242%
8/14/2025 Transamerica Financial Advisors LLC4,621$1.24M0.1%-6.5%0.002%
8/14/2025 Canada Pension Plan Investment Board338,035$90.44M0.1%-7.5%0.150%
8/14/2025 Peak Asset Management LLC1,869$500K0.1%+3.0%0.001%
8/14/2025 FJ Capital Management LLC2,199$588K0.1%-56.9%0.001%
8/14/2025 Quantinno Capital Management LP53,385$14.28M0.1%+33.8%0.024%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.56,471$15.07M0.0%-59.2%0.025%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main18,216$4.87M0.0%+12.1%0.008%
8/14/2025 Lavaca Capital LLC1,015$272K0.0%+915.0%0.000%
8/14/2025 Alliancebernstein L.P.406,095$108.65M0.0%-1.2%0.180%
8/14/2025 Peapack Gladstone Financial Corp14,876$3.98M0.1%-38.9%0.007%
8/14/2025 HUB Investment Partners LLC2,721$728K0.0%+8.5%0.001%
8/14/2025 Ieq Capital LLC46,469$12.43M0.1%+32.4%0.021%
8/14/2025 Main Street Financial Solutions LLC1,124$301K0.0%+37.4%0.000%
8/14/2025 Osterweis Capital Management Inc.96$26K0.0%+1,820.0%0.000%
8/14/2025 Treasurer of the State of North Carolina105,605$28.25M0.1%+2.0%0.047%
8/14/2025 Glenview Trust co5,264$1.41M0.0%+9.1%0.002%
8/14/2025 The Manufacturers Life Insurance Company 130,808$35.00M0.0%-7.9%0.058%
8/14/2025 CIBC Asset Management Inc68,537$18.34M0.1%+13.9%0.030%
8/14/2025 FAS Wealth Partners Inc.13,860$3.71M0.3%+7.1%0.006%
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8/14/2025 Sei Investments Co.124,712$33.37M0.0%-21.5%0.055%
8/14/2025 NewEdge Advisors LLC25,472$6.82M0.0%-0.6%0.011%
8/14/2025 Qube Research & Technologies Ltd424,421$113.55M0.1%-15.7%0.189%
8/14/2025 Investment Management Corp of Ontario27,628$7.39M0.1%+3.5%0.012%
8/14/2025 AXA S.A.78,164$20.91M0.1%-34.4%0.035%
8/14/2025 Lombard Odier Asset Management Switzerland SA12,983$3.47M0.2%+8.6%0.006%
8/14/2025 Fayez Sarofim & Co7,573$2.03M0.0%-1.5%0.003%
8/14/2025 State Street Corp15,621,005$4.18B0.2%-0.4%6.939%
8/14/2025 Daiwa Securities Group Inc.116,157$31.08M0.1%+5.1%0.052%
8/14/2025 Prestige Wealth Management Group LLC558$149K0.0%+78.8%0.000%
(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, 1,660 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 1,392 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 Nuveen LLC ($1.11M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 38,067,439 shares in the last 24 months. This purchase volume represents approximately $9.63B in transactions.

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

Of the 815 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), SG Americas Securities LLC ($583.52K), and International Assets Investment Management LLC ($518.25K).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 24,441,832 shares in the last 24 months. This volume of shares sold represents approximately $6.13B in transactions.



This page (NYSE:TRV) was last updated on 8/22/2025 by MarketBeat.com Staff
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