Go Pro
→ My top 3 AI picks for the next decade (From The Oxford Club) (Ad)tc pixel Free TRV Stock Alerts

Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$360.42 -1.22 (-0.34%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$362.84 +2.42 (+0.67%)
As of 10/2/2026 07:53 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.
Compare

Institutional Ownership Changes (13F Filings) for Travelers Companies (NYSE:TRV)

Current
Institutional Ownership
Percentage
82.45%
Number of
Institutional Buyers
(last 12 months)
1051
Total
Institutional Inflows
(last 12 months)
$17.32B
Number of
Institutional Sellers
(last 12 months)
718
Total
Institutional Outflows
(last 12 months)
$4.40B
Get TRV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Travelers Companies stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.89,892$29.68M0.2%+39.4%0.043%
9/23/2026Envestnet Portfolio Solutions Inc.7,709$2.55M0.0%+14.5%0.004%
9/23/2026Envestnet Asset Management Inc.557,657$184.09M0.0%-6.7%0.267%
9/22/2026State Street Corp15,706,016$5.18B0.1%-2.7%7.530%
9/9/2026Bouchey Financial Group Ltd.708$234K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC33,397$11.03M0.1%+12.8%0.016%
9/9/2026Tidal Investments LLC22,023$7.27M0.0%-3.6%0.011%
9/9/2026Van Hulzen Asset Management LLC2,257$745K0.1%-6.8%0.001%
9/9/2026National Pension Service796,867$263.06M0.2%+0.0%0.382%
9/9/2026Cidel Asset Management Inc.2,358$778K0.0%+31.9%0.001%
9/9/2026Plimoth Trust Co. LLC4,967$1.64M0.3%-3.1%0.002%
9/9/2026SVB Wealth LLC1,056$349K0.0%-5.6%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,361$1.11M0.1%+6.8%0.002%
9/9/2026NorthRock Partners LLC4,430$1.46M0.0%+3.1%0.002%
9/9/2026Integrated Wealth Concepts LLC13,714$4.53M0.0%+18.0%0.007%
9/9/2026RFG Advisory LLC1,131$374K0.0%+15.4%0.001%
9/9/2026NewEdge Advisors LLC8,459$2.79M0.0%-3.9%0.004%
9/9/2026IFP Advisors Inc18,260$6.03M0.1%-0.9%0.009%
9/9/2026Baird Financial Group Inc.37,228$12.29M0.0%-2.8%0.018%
9/8/2026Allworth Financial LP10,542$3.48M0.0%-79.8%0.005%
9/8/2026Arizona State Retirement System59,004$19.48M0.1%-3.5%0.028%
9/8/2026West Family Investments Inc.2,901$958K0.3%+84.9%0.001%
9/8/2026Waverly Advisors LLC7,777$2.57M0.0%+19.2%0.004%
9/8/2026Murphy Pohlad Asset Management LLC31,840$10.51M3.5%-0.3%0.015%
9/8/2026Paragon Capital Management Ltd618$204K0.0%N/A0.000%
9/8/2026Empirical Finance LLC8,136$2.69M0.1%+3.1%0.004%
9/8/2026Nykredit A S721,322$238.12M0.7%N/A0.346%
9/4/2026Parkside Financial Bank & Trust2,511$829K0.1%+19.3%0.001%
9/2/2026Range Advisory LLC791$261K0.0%+12.8%0.000%
9/1/2026 Parrish Capital LLC3,616$1.19M1.0%-14.3%0.002%
8/27/2026Corient Private Wealth LP109,936$36.29M0.0%+1,562.2%0.053%
8/26/2026Amundi1,245,989$411.33M0.1%-10.5%0.597%
8/26/2026HighTower Advisors LLC122,227$40.35M0.0%-15.1%0.059%
8/25/2026Groupe la Francaise16,830$5.56M0.1%-35.6%0.008%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al160,700$53.05M0.3%N/A0.077%
8/23/2026Wedmont Private Capital3,669$1.24M0.0%+14.1%0.002%
8/23/2026Kintra Wealth LLC2,926$966K0.1%+145.9%0.001%
8/23/2026HB Wealth Management LLC23,018$7.60M0.0%+9.9%0.011%
8/23/2026Saudi Central Bank14,885$4.91M0.1%+80.8%0.007%
8/23/2026Azimuth Capital Investment Management LLC7,022$2.32M0.1%-5.6%0.003%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
8/22/2026AlphaGrep UK Ltd1,506$497K0.1%N/A0.001%
8/22/2026Shah Wealth Advisors LLC933$308K0.1%N/A0.000%
8/22/2026Succession Financial Inc.1,402$463K0.4%N/A0.001%
8/22/2026Strive Financial Group LLC321$106K0.0%-13.0%0.000%
8/22/2026Munich Reinsurance Co Stock Corp in Munich3,333$1.10M0.0%+511.6%0.002%
8/22/2026Blalock Williams LLC909$300K0.2%+5.5%0.000%
8/22/2026Raiffeisen Bank International AG32,122$10.66M0.1%+2.3%0.015%
8/22/2026Tudor Financial Inc.4,200$1.39M0.6%+60.0%0.002%
8/22/2026Syon Capital LLC5,035$1.66M0.1%+14.9%0.002%
8/22/2026TD Waterhouse Canada Inc.3,810$1.28M0.0%-11.7%0.002%
8/22/2026Premier Path Wealth Partners LLC3,132$1.03M0.1%+3.1%0.002%
8/22/2026United Community Bank1,634$539K0.2%-3.8%0.001%
8/22/2026Concurrent Investment Advisors LLC7,889$2.60M0.0%+6.1%0.004%
8/22/2026NEOS Investment Management LLC34,718$11.46M0.0%+11.3%0.017%
8/21/2026Greenspring Advisors LLC659$218K0.0%N/A0.000%
8/21/2026Nykredit A S970,794$320.48M1.0%N/A0.465%
8/21/2026B. Metzler seel. Sohn & Co. AG18,866$6.23M0.1%+1.3%0.009%
8/21/2026PYA Waltman Capital LLC7,598$2.51M0.6%+23.7%0.004%
8/21/2026Natural Investments LLC5,170$1.71M0.4%-2.6%0.002%
8/21/2026KFA Private Wealth Group LLC778$257K0.1%-24.0%0.000%
8/21/2026Symphony Financial Ltd. Co.774$256K0.0%-5.1%0.000%
8/21/2026Legacy Financial Advisors Inc.1,832$605K0.1%-3.8%0.001%
8/20/2026Proficio Capital Partners LLC2,194$724K0.0%N/A0.001%
8/20/2026Nwam LLC1,576$520K0.0%+11.1%0.001%
8/20/2026Railway Pension Investments Ltd13,800$4.56M0.1%-23.3%0.007%
8/20/2026Quantitative Investment Management LLC6,510$2.15M0.2%N/A0.003%
8/20/2026Ancora Advisors LLC8,157$2.69M0.1%+1.6%0.004%
8/20/2026Susquehanna Fundamental Investments LLC78,815$26.02M0.5%N/A0.038%
8/20/2026Sigma Planning Corp9,627$3.18M0.1%+98.2%0.005%
8/20/2026Two Sigma Securities LLC1,490$492K0.0%N/A0.001%
8/20/2026Benjamin Edwards Inc.6,034$1.99M0.0%+4.3%0.003%
8/20/2026GTS Securities LLC12,328$4.07M0.1%+261.6%0.006%
8/20/2026Northwestern Mutual Wealth Management Co.34,345$11.34M0.0%-1.0%0.016%
8/20/2026Wedbush Securities Inc.2,935$969K0.0%+15.9%0.001%
8/20/2026Hennessy Advisors Inc.9,500$3.14M0.1%-74.3%0.005%
8/20/2026Cullinan Associates Inc.23,657$7.81M0.6%-5.7%0.011%
8/20/2026Greenleaf Trust8,754$2.89M0.0%+4.7%0.004%
8/19/2026Trustmark Bank Trust Department758$250K0.0%-27.2%0.000%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,504,288$826.72M0.2%-8.1%1.201%
8/19/2026New Mexico Educational Retirement Board10,778$3.56M0.1%+2.9%0.005%
8/19/2026Royal London Asset Management Ltd.147,227$48.60M0.1%-1.5%0.071%
8/19/2026Toth Financial Advisory Corp86$28K0.0%-51.7%0.000%
8/19/2026Mufg Securities Americas Inc.6,405$2.11M0.1%+7.1%0.003%
8/19/2026Van ECK Associates Corp34,056$11.24M0.0%N/A0.016%
8/19/2026Ferguson Wellman Capital Management Inc.18,456$6.09M0.1%-0.8%0.009%
8/19/2026Nissay Asset Management Corp Japan28,431$9.39M0.0%-0.7%0.014%
8/19/2026Braun Stacey Associates Inc.115,297$38.06M1.1%-0.9%0.055%
8/19/2026Hsbc Holdings PLC807,548$267.13M0.1%+8.8%0.387%
8/19/2026Wellington Management Group LLP19,038$6.29M0.0%+9.7%0.009%
8/19/2026Kingsview Wealth Management LLC13,826$4.56M0.1%N/A0.007%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
8/18/2026Beacon Pointe Advisors LLC23,383$7.72M0.0%N/A0.011%
8/18/2026Kimelman & Baird LLC8,514$2.81M0.2%N/A0.004%
8/18/2026Pin Oak Investment Advisors Inc.1,400$462K0.2%N/A0.001%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,248$412K0.0%N/A0.001%
8/18/2026Muhlenkamp & Co. Inc.6,627$2.19M0.6%N/A0.003%
8/18/2026Glenview Trust Co5,117$1.69M0.0%N/A0.002%
8/18/2026Empowered Funds LLC38,126$12.59M0.1%N/A0.018%
8/18/2026United Capital Financial Advisors LLC11,218$3.70M0.0%N/A0.005%
8/18/2026Dearborn Partners LLC1,227$405K0.0%N/A0.001%
8/18/2026Brooks Moore & Associates Inc.644$213K0.1%N/A0.000%


TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,835 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were BlackRock Inc. ($6.92B), Vanguard Group Inc. ($6.41B), State Street Corp ($5.18B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($2.08B), Geode Capital Management LLC ($1.63B), and Massachusetts Financial Services Co. MA ($1.50B).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 1,579 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: BlackRock Inc. ($20.95M), Norges Bank ($7.87M), Bank of America Corp DE ($5.29M), Valeo Financial Advisors LLC ($3.61M), GQG Partners LLC ($2.39M), GAMMA Investing LLC ($2.20M), and FMR LLC ($1.80M).

Institutional investors have bought a total of 54,515,316 shares in the last 24 months. This purchase volume represents approximately $17.32B in transactions.

Of the 718 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 ($917.80K), Amundi ($667.62K), JPMorgan Chase & Co. ($577.61K), State Street Corp ($535.37K), California Public Employees Retirement System ($500.97K), and Assenagon Asset Management S.A. ($426.31K).

Institutional investors have sold a total of 15,154,965 shares in the last 24 months. This volume of shares sold represents approximately $4.40B in transactions.


Related Companies

Institutional ownership data for NYSE:TRV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel