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Travelers Companies (TRV) Institutional Ownership

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$256.01 +0.69 (+0.27%)
Closing price 03:59 PM Eastern
Extended Trading
$256.00 -0.01 (-0.01%)
As of 07:40 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)
987
Total
Institutional Inflows
(last 12 months)
$7.10B
Number of
Institutional Sellers
(last 12 months)
749
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
7/10/2025Wealth Enhancement Advisory Services LLC172,666$45.61M0.1%+6.4%0.076%
7/10/2025Longboard Asset Management LP1,074$287K0.7%N/A0.000%
7/10/2025Atticus Wealth Management LLC899$241K0.1%N/A0.000%
7/10/2025Mn Services Vermogensbeheer B.V.84,747$22.67M0.2%+2.0%0.038%
7/10/2025Wedmont Private Capital3,170$809K0.0%+6.4%0.001%
7/10/2025Tompkins Financial Corp573$153K0.0%-24.5%0.000%
7/10/2025Swedbank AB140,534$37.60M0.0%+10.0%0.062%
7/10/2025Baader Bank Aktiengesellschaft2,062$552K0.0%+35.2%0.001%
7/10/2025Farmers & Merchants Trust Co of Chambersburg PA10,431$2.79M0.9%-1.1%0.005%
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd274,777$73.51M0.7%+6.1%0.122%
7/10/2025Focus Financial Network Inc.8,081$2.16M0.1%+1.2%0.004%
7/9/2025Sivia Capital Partners LLC1,456$390K0.1%-17.3%0.001%
7/9/2025Sawyer & Company Inc17,556$4.70M1.8%-0.4%0.008%
7/9/2025Procyon Advisors LLC2,502$669K0.1%-86.6%0.001%
7/9/2025Pallas Capital Advisors LLC5,566$1.49M0.1%+10.5%0.002%
7/9/2025Gateway Investment Advisers LLC32,250$8.63M0.1%-0.2%0.014%
7/9/2025Baron Wealth Management LLC2,422$648K0.2%+8.9%0.001%
7/9/2025Goelzer Investment Management Inc.38,186$10.22M0.6%-0.7%0.017%
7/9/2025Fiduciary Alliance LLC961$257K0.0%+13.5%0.000%
7/9/2025Bank of New Hampshire2,719$727K0.2%-3.9%0.001%
7/9/2025Veracity Capital LLC1,602$429K0.1%-13.7%0.001%
7/9/2025Sarver Vrooman Wealth Advisors234$63K0.0%N/A0.000%
7/9/2025Riversedge Advisors LLC884$236K0.0%N/A0.000%
7/9/2025Czech National Bank55,381$14.82M0.1%+6.3%0.025%
7/9/2025MassMutual Private Wealth & Trust FSB1,665$445K0.0%+31.8%0.001%
7/8/2025 Everpar Advisors LLC1,108$296K0.1%+5.6%0.000%
7/8/2025 Webster Bank N. A.8,544$2.29M0.2%-4.2%0.004%
7/8/2025 Canandaigua National Bank & Trust Co.9,497$2.54M0.2%+8.3%0.004%
7/8/2025 Legacy Private Trust Co.978$262K0.0%-19.0%0.000%
7/8/2025 Parallel Advisors LLC6,866$1.84M0.0%+3.3%0.003%
7/7/2025 Investors Research Corp791$212K0.0%-20.2%0.000%
7/7/2025 First Community Trust NA800$214K0.2%-5.3%0.000%
7/7/2025 Nova Wealth Management Inc.119$32K0.0%N/A0.000%
7/7/2025 OMNI 360 Wealth Inc.807$216K0.1%N/A0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,016$272K0.0%+34.9%0.000%
7/7/2025 Wilson & Boucher Capital Management LLC3,088$826K0.6%-3.1%0.001%
7/2/2025 First Financial Bank Trust Division833$223K0.0%-5.2%0.000%
7/2/2025 Central Pacific Bank Trust Division1,022$273K0.0%-7.7%0.000%
7/1/2025 Park National Corp OH2,580$690K0.0%+1.6%0.001%
7/1/2025 Cullen Investment Group LTD.748$200K0.0%N/A0.000%
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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%
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%
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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%
(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, 1,627 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 1,360 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 29,135,475 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 747 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 20,950,051 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 7/10/2025 by MarketBeat.com Staff
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