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Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$341.31 +2.39 (+0.70%)
Closing price 03:59 PM Eastern
Extended Trading
$339.02 -2.29 (-0.67%)
As of 07:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
1081
Total
Institutional Inflows
(last 12 months)
$7.54B
Number of
Institutional Sellers
(last 12 months)
814
Total
Institutional Outflows
(last 12 months)
$5.25B
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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
7/13/2026SteelPeak Wealth LLC43,226$14.27M0.4%+916.6%0.020%
7/13/2026DAVENPORT & Co LLC6,096$2.01M0.0%+5.7%0.003%
7/12/2026 Ballast Inc.7,752$2.56M0.5%+17.7%0.004%
7/10/2026 Bank & Trust Co7,895$2.61M1.6%-0.5%0.004%
7/10/2026 Abound Wealth Management213$70K0.0%+86.8%0.000%
7/10/2026 Annex Advisory Services LLC11,765$3.88M0.1%+299.2%0.006%
7/10/2026 Tema ETFs LLC3,671$1.21M0.0%+8.6%0.002%
7/10/2026 Dagco Inc.6,229$2.06M0.4%-4.6%0.003%
7/10/2026 Canvas Wealth Advisors LLC935$309K0.0%+10.3%0.000%
7/10/2026 Fiduciary Financial Group LLC1,475$487K0.1%+7.1%0.001%
7/10/2026 Lederer & Associates Investment Counsel CA2,846$940K0.6%-4.9%0.001%
7/10/2026 Handelsbanken Fonder AB78,608$25.95M0.1%-9.2%0.037%
7/10/2026 Orrstown Financial Services Inc.2,459$812K0.1%-2.1%0.001%
7/10/2026 Charles Schwab Trust Co1,170$386K0.0%+14.9%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,376$784K0.1%+28.4%0.001%
7/10/2026 Community Financial Services Group LLC1,027$344K0.0%-3.6%0.000%
7/10/2026 Fulton Bank N.A.10,158$3.35M0.1%-7.4%0.005%
7/10/2026 Wealthcare Advisory Partners LLC1,494$493K0.0%-2.9%0.001%
7/9/2026 Revolve Wealth Partners LLC831$274K0.0%+19.4%0.000%
7/9/2026 Franklin Street Advisors Inc. NC2,586$854K0.0%+7.1%0.001%
7/9/2026 DiPaolo Financial Group Inc.890$294K0.2%-3.6%0.000%
7/9/2026 Focus Financial Network Inc.7,179$2.37M0.1%-5.4%0.003%
7/9/2026 Allied Private Wealth LLC120$41K0.0%N/A0.000%
7/9/2026 Great Waters Wealth Management1,375$454K0.0%-2.6%0.001%
7/9/2026 Everhart Financial Group Inc.911$301K0.0%-7.8%0.000%
7/9/2026 Sax Wealth Advisors LLC2,157$712K0.0%+2.2%0.001%
7/9/2026 Everpar Advisors LLC2,001$661K0.2%+8.6%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.11,916$3.93M0.1%+1.8%0.006%
7/9/2026 Windsor Capital Management LLC1,228$406K0.1%-16.2%0.001%
7/9/2026 Breakwater Capital Group1,077$356K0.0%-11.4%0.001%
7/9/2026 Valeo Financial Advisors LLC4,295$1.42M0.0%+3.8%0.002%
7/8/2026 Kwmg LLC28,515$9.41M0.7%+1.4%0.013%
7/8/2026 Abner Herrman & Brock LLC3,163$1.04M0.1%-18.6%0.001%
7/8/2026 Cooper Financial Group654$216K0.0%N/A0.000%
7/8/2026 Czech National Bank60,527$19.98M0.1%+2.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab55,882$18.45M0.2%+6.4%0.026%
7/8/2026 Assenagon Asset Management S.A.24,922$8.23M0.0%-85.3%0.012%
7/8/2026 Apella Capital LLC1,407$483K0.0%+5.0%0.001%
7/8/2026 Westmount Partners LLC1,033$341K0.1%+18.9%0.000%
7/8/2026 55 North Private Wealth LLC698$230K0.0%N/A0.000%
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7/8/2026 Lincoln Capital LLC11,218$3.70M0.7%-4.7%0.005%
7/7/2026 Mechanics Bank Trust Department2,616$864K0.1%+13.7%0.001%
7/7/2026 Trust Asset Management LLC2,440$805K0.1%-3.3%0.001%
7/7/2026 Dynamic Advisor Solutions LLC4,902$1.62M0.0%-1.9%0.002%
7/7/2026 Willner & Heller LLC1,206$398K0.2%+2.7%0.001%
7/7/2026 Graves Light Lenhart Wealth Inc.666$220K0.0%N/A0.000%
7/7/2026 Baron Wealth Management LLC1,918$633K0.2%+9.3%0.001%
7/7/2026 GAMMA Investing LLC13,262$4.38M0.2%+9.3%0.006%
7/7/2026 Avior Wealth Management LLC1,248$412K0.0%+14.2%0.001%
7/7/2026 Central Pacific Bank Trust Division1,985$655K0.1%+2.2%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.8,034$2.65M0.2%N/A0.004%
7/7/2026 Moody National Bank Trust Division4,190$1.38M0.1%+1.1%0.002%
7/7/2026 CoreCap Advisors LLC7,985$2.64M0.1%-1.3%0.004%
7/7/2026 Pacific Excel Wealth Advisors Inc.933$308K0.1%N/A0.000%
7/6/2026 Bangor Savings Bank466$154K0.0%+30.9%0.000%
7/6/2026 Trilogy Capital Inc.855$282K0.0%-16.0%0.000%
7/2/2026 Versant Capital Management Inc1,151$380K0.0%+57.2%0.001%
7/2/2026 Hilltop National Bank412$136K0.0%-32.7%0.000%
7/2/2026 CX Institutional27,665$9.13M0.3%-3.3%0.013%
7/1/2026 Eastern Bank2,696$890K0.0%-3.7%0.001%
6/30/2026Winning Points Advisors LLC1,021$311K0.3%-3.3%0.000%
6/24/2026Redwood Investment Management LLC3,561$1.04M0.1%-5.9%0.002%
6/22/2026 Sapient Capital LLC847$247K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.13,886$4.05M0.0%-45.3%0.007%
6/10/2026FAS Wealth Partners Inc.16,080$4.69M0.3%+4.7%0.008%
6/8/2026Pine Valley Investments Ltd Liability Co1,214$354K0.0%+21.4%0.001%
6/3/2026DV Trading LLC840$245K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC7,183$2.10M0.0%+1.9%0.003%
6/3/2026NewEdge Advisors LLC8,799$2.57M0.0%-72.3%0.004%
6/1/2026Caerus Investment Advisors LLC900$263K0.1%-27.2%0.000%
6/1/2026First Nebraska Trust Co1,155$337K0.0%N/A0.001%
6/1/2026Keel Point LLC1,118$326K0.0%-13.4%0.001%
5/29/2026Asset Dedication LLC12,335$3.60M0.3%-16.7%0.006%
5/27/2026Allen Capital Group LLC741$216K0.0%+6.0%0.000%
5/26/2026Glenmede Trust Co. NA44,243$12.91M0.1%-1.7%0.021%
5/26/2026Ruggaard & Associates LLC1,250$365K0.1%+5.5%0.001%
5/22/2026Groupama Asset Managment2,614$762K0.0%N/A0.001%
5/22/2026Segall Bryant & Hamill LLC4,326$1.30M0.0%N/A0.002%
5/21/2026Essential Partners LLC3,837$1.12M0.4%-5.7%0.002%
5/21/2026Vestor Capital LLC200$58K0.0%-84.8%0.000%
5/21/2026Groupe la Francaise26,152$7.63M0.1%-6.3%0.012%
5/20/2026FinArc Investments Inc.15,147$4.42M4.3%N/A0.007%
5/19/2026Western Wealth Management LLC371$108K0.0%N/A0.000%
5/19/2026Bank of America Corp DE3,420,104$997.58M0.1%-4.3%1.608%
5/19/2026Kentucky Retirement Systems30,058$8.77M0.3%+111.8%0.014%
5/19/2026Janus Henderson Group PLC195,195$56.93M0.0%-2.3%0.092%
5/19/2026Bull Harbor Capital LLC3,237$944K0.3%N/A0.002%
5/19/2026Strategic Investment Advisors MI590$172K0.0%N/A0.000%
5/18/2026Sunbelt Securities Inc.1,174$342K0.0%-3.1%0.001%
5/18/2026Amundi1,392,468$406.16M0.1%+36.6%0.655%
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5/18/2026EverSource Wealth Advisors LLC2,869$837K0.0%+42.6%0.001%
5/18/2026Empire Financial Management Company LLC12,803$3.74M0.8%-21.4%0.006%
5/18/2026California State Teachers Retirement System343,341$100.15M0.1%-3.4%0.161%
5/18/2026Royal Bank of Canada891,511$260.04M0.0%-9.3%0.419%
5/18/2026Empowered Funds LLC36,142$10.54M0.1%+44.0%0.017%
5/18/2026Evercore Wealth Management LLC10,447$3.05M0.0%-0.9%0.005%
5/16/2026Ashford Capital Management Inc.8,833$2.58M0.3%+13.8%0.004%
5/16/2026The Manufacturers Life Insurance Company 114,654$33.44M0.0%-10.4%0.054%
5/16/2026KCM Investment Advisors LLC16,332$4.76M0.2%-8.6%0.008%
5/16/2026Maverick Capital Ltd.1,305$381K0.0%N/A0.001%


TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,813 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($6.41B), State Street Corp ($4.64B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($2.08B), Geode Capital Management LLC ($1.63B), Massachusetts Financial Services Co. MA ($1.50B), and Morgan Stanley ($1.10B).Learn more on Travelers Companies' institutional investors.

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

Of the 1,532 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 ($7.87M), Valeo Financial Advisors LLC ($3.61M), Bank of America Corp DE ($2.47M), GAMMA Investing LLC ($2.20M), FMR LLC ($1.80M), Amundi ($1.13M), and Nuveen LLC ($1.11M).

Institutional investors have bought a total of 27,032,963 shares in the last 24 months. This purchase volume represents approximately $7.54B in transactions.

Of the 814 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: Price T Rowe Associates Inc. MD ($3.87M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($697.90K), Balyasny Asset Management L.P. ($674.33K), Massachusetts Financial Services Co. MA ($664.36K), California Public Employees Retirement System ($623.00K), JPMorgan Chase & Co. ($577.61K), and Bahl & Gaynor Inc. ($566.32K).

Institutional investors have sold a total of 18,589,801 shares in the last 24 months. This volume of shares sold represents approximately $5.25B in transactions.


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This page (NYSE:TRV) was last updated on 7/13/2026 by MarketBeat.com Staff.
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