Travelers Companies (TRV) Institutional Ownership

$374.92 +7.36 (+2.00%)

Closing price 09/11/2026 03:58 PM Eastern

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$377.85 +2.94 (+0.78%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 82.45%
Number of Institutional Buyers (last 12 months): 1051
Total Institutional Inflows (last 12 months): $53.79B

Number of Institutional Sellers (last 12 months): 720
Total Institutional Outflows (last 12 months): $4.25B

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TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Bouchey Financial Group Ltd.	708	$234K	0.0%	N/A	0.000%
9/9/2026	Sequoia Financial Advisors LLC	33,397	$11.03M	0.1%	+12.8%	0.016%
9/9/2026	Tidal Investments LLC	22,023	$7.27M	0.0%	-3.6%	0.011%
9/9/2026	Van Hulzen Asset Management LLC	2,257	$745K	0.1%	-6.8%	0.001%
9/9/2026	National Pension Service	796,867	$263.06M	0.2%	+0.0%	0.382%
9/9/2026	Cidel Asset Management Inc.	2,358	$778K	0.0%	+31.9%	0.001%
9/9/2026	Plimoth Trust Co. LLC	4,967	$1.64M	0.3%	-3.1%	0.002%
9/9/2026	SVB Wealth LLC	1,056	$349K	0.0%	-5.6%	0.001%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	3,361	$1.11M	0.1%	+6.8%	0.002%
9/9/2026	NorthRock Partners LLC	4,430	$1.46M	0.0%	+3.1%	0.002%
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9/9/2026	Integrated Wealth Concepts LLC	13,714	$4.53M	0.0%	+18.0%	0.007%
9/9/2026	RFG Advisory LLC	1,131	$374K	0.0%	+15.4%	0.001%
9/9/2026	NewEdge Advisors LLC	8,459	$2.79M	0.0%	-3.9%	0.004%
9/9/2026	IFP Advisors Inc	18,260	$6.03M	0.1%	-0.9%	0.009%
9/9/2026	Baird Financial Group Inc.	37,228	$12.29M	0.0%	-2.8%	0.018%
9/8/2026	Allworth Financial LP	10,542	$3.48M	0.0%	-79.8%	0.005%
9/8/2026	Arizona State Retirement System	59,004	$19.48M	0.1%	-3.5%	0.028%
9/8/2026	West Family Investments Inc.	2,901	$958K	0.3%	+84.9%	0.001%
9/8/2026	Waverly Advisors LLC	7,777	$2.57M	0.0%	+19.2%	0.004%
9/8/2026	Murphy Pohlad Asset Management LLC	31,840	$10.51M	3.5%	-0.3%	0.015%
9/8/2026	Paragon Capital Management Ltd	618	$204K	0.0%	N/A	0.000%
9/8/2026	Empirical Finance LLC	8,136	$2.69M	0.1%	+3.1%	0.004%
9/8/2026	Nykredit A S	721,322	$238.12M	0.7%	N/A	0.346%
9/4/2026	Parkside Financial Bank & Trust	2,511	$829K	0.1%	+19.3%	0.001%
9/2/2026	Range Advisory LLC	791	$261K	0.0%	+12.8%	0.000%
9/1/2026	Parrish Capital LLC	3,616	$1.19M	1.0%	-14.3%	0.002%
8/27/2026	Corient Private Wealth LP	109,936	$36.29M	0.0%	+1,562.2%	0.053%
8/26/2026	Amundi	1,245,989	$411.33M	0.1%	-10.5%	0.597%
8/26/2026	HighTower Advisors LLC	122,227	$40.35M	0.0%	-15.1%	0.059%
8/25/2026	Groupe la Francaise	16,830	$5.56M	0.1%	-35.6%	0.008%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	160,700	$53.05M	0.3%	N/A	0.077%
8/24/2026	California State Teachers Retirement System	110,690,887	$36.54B	0.1%	+32,139.3%	53.070%
8/23/2026	Wedmont Private Capital	3,669	$1.24M	0.0%	+14.1%	0.002%
8/23/2026	Kintra Wealth LLC	2,926	$966K	0.1%	+145.9%	0.001%
8/23/2026	HB Wealth Management LLC	23,018	$7.60M	0.0%	+9.9%	0.011%
8/23/2026	Saudi Central Bank	14,885	$4.91M	0.1%	+80.8%	0.007%
8/23/2026	Azimuth Capital Investment Management LLC	7,022	$2.32M	0.1%	-5.6%	0.003%
8/22/2026	AlphaGrep UK Ltd	1,506	$497K	0.1%	N/A	0.001%
8/22/2026	Shah Wealth Advisors LLC	933	$308K	0.1%	N/A	0.000%
8/22/2026	Succession Financial Inc.	1,402	$463K	0.4%	N/A	0.001%
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8/22/2026	Strive Financial Group LLC	321	$106K	0.0%	-13.0%	0.000%
8/22/2026	Munich Reinsurance Co Stock Corp in Munich	3,333	$1.10M	0.0%	+511.6%	0.002%
8/22/2026	Blalock Williams LLC	909	$300K	0.2%	+5.5%	0.000%
8/22/2026	Raiffeisen Bank International AG	32,122	$10.66M	0.1%	+2.3%	0.015%
8/22/2026	Tudor Financial Inc.	4,200	$1.39M	0.6%	+60.0%	0.002%
8/22/2026	Syon Capital LLC	5,035	$1.66M	0.1%	+14.9%	0.002%
8/22/2026	TD Waterhouse Canada Inc.	3,810	$1.28M	0.0%	-11.7%	0.002%
8/22/2026	Premier Path Wealth Partners LLC	3,132	$1.03M	0.1%	+3.1%	0.002%
8/22/2026	United Community Bank	1,634	$539K	0.2%	-3.8%	0.001%
8/22/2026	Concurrent Investment Advisors LLC	7,889	$2.60M	0.0%	+6.1%	0.004%
8/22/2026	NEOS Investment Management LLC	34,718	$11.46M	0.0%	+11.3%	0.017%
8/21/2026	Greenspring Advisors LLC	659	$218K	0.0%	N/A	0.000%
8/21/2026	Nykredit A S	970,794	$320.48M	1.0%	N/A	0.465%
8/21/2026	B. Metzler seel. Sohn & Co. AG	18,866	$6.23M	0.1%	+1.3%	0.009%
8/21/2026	PYA Waltman Capital LLC	7,598	$2.51M	0.6%	+23.7%	0.004%
8/21/2026	Natural Investments LLC	5,170	$1.71M	0.4%	-2.6%	0.002%
8/21/2026	KFA Private Wealth Group LLC	778	$257K	0.1%	-24.0%	0.000%
8/21/2026	Symphony Financial Ltd. Co.	774	$256K	0.0%	-5.1%	0.000%
8/21/2026	Legacy Financial Advisors Inc.	1,832	$605K	0.1%	-3.8%	0.001%
8/20/2026	Proficio Capital Partners LLC	2,194	$724K	0.0%	N/A	0.001%
8/20/2026	Nwam LLC	1,576	$520K	0.0%	+11.1%	0.001%
8/20/2026	Railway Pension Investments Ltd	13,800	$4.56M	0.1%	-23.3%	0.007%
8/20/2026	Quantitative Investment Management LLC	6,510	$2.15M	0.2%	N/A	0.003%
8/20/2026	Ancora Advisors LLC	8,157	$2.69M	0.1%	+1.6%	0.004%
8/20/2026	Susquehanna Fundamental Investments LLC	78,815	$26.02M	0.5%	N/A	0.038%
8/20/2026	Sigma Planning Corp	9,627	$3.18M	0.1%	+98.2%	0.005%
8/20/2026	Two Sigma Securities LLC	1,490	$492K	0.0%	N/A	0.001%
8/20/2026	Benjamin Edwards Inc.	6,034	$1.99M	0.0%	+4.3%	0.003%
8/20/2026	GTS Securities LLC	12,328	$4.07M	0.1%	+261.6%	0.006%
8/20/2026	Northwestern Mutual Wealth Management Co.	34,345	$11.34M	0.0%	-1.0%	0.016%
8/20/2026	Wedbush Securities Inc.	2,935	$969K	0.0%	+15.9%	0.001%
8/20/2026	Hennessy Advisors Inc.	9,500	$3.14M	0.1%	-74.3%	0.005%
8/20/2026	Cullinan Associates Inc.	23,657	$7.81M	0.6%	-5.7%	0.011%
8/20/2026	Greenleaf Trust	8,754	$2.89M	0.0%	+4.7%	0.004%
8/19/2026	Trustmark Bank Trust Department	758	$250K	0.0%	-27.2%	0.000%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,504,288	$826.72M	0.2%	-8.1%	1.201%
8/19/2026	New Mexico Educational Retirement Board	10,778	$3.56M	0.1%	+2.9%	0.005%
8/19/2026	Royal London Asset Management Ltd.	147,227	$48.60M	0.1%	-1.5%	0.071%
8/19/2026	Toth Financial Advisory Corp	86	$28K	0.0%	-51.7%	0.000%
8/19/2026	Mufg Securities Americas Inc.	6,405	$2.11M	0.1%	+7.1%	0.003%
8/19/2026	Van ECK Associates Corp	34,056	$11.24M	0.0%	N/A	0.016%
8/19/2026	Ferguson Wellman Capital Management Inc.	18,456	$6.09M	0.1%	-0.8%	0.009%
8/19/2026	Nissay Asset Management Corp Japan	28,431	$9.39M	0.0%	-0.7%	0.014%
8/19/2026	Braun Stacey Associates Inc.	115,297	$38.06M	1.1%	-0.9%	0.055%
8/19/2026	Hsbc Holdings PLC	807,548	$267.13M	0.1%	+8.8%	0.387%
8/19/2026	Wellington Management Group LLP	19,038	$6.29M	0.0%	+9.7%	0.009%
8/19/2026	Kingsview Wealth Management LLC	13,826	$4.56M	0.1%	N/A	0.007%
8/18/2026	Beacon Pointe Advisors LLC	23,383	$7.72M	0.0%	N/A	0.011%
8/18/2026	Kimelman & Baird LLC	8,514	$2.81M	0.2%	N/A	0.004%
8/18/2026	Pin Oak Investment Advisors Inc.	1,400	$462K	0.2%	N/A	0.001%
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8/18/2026	Livforsakringsbolaget Skandia Omsesidigt	1,248	$412K	0.0%	N/A	0.001%
8/18/2026	Muhlenkamp & Co. Inc.	6,627	$2.19M	0.6%	N/A	0.003%
8/18/2026	Glenview Trust Co	5,117	$1.69M	0.0%	N/A	0.002%
8/18/2026	Empowered Funds LLC	38,126	$12.59M	0.1%	N/A	0.018%
8/18/2026	United Capital Financial Advisors LLC	11,218	$3.70M	0.0%	N/A	0.005%
8/18/2026	Dearborn Partners LLC	1,227	$405K	0.0%	N/A	0.001%
8/18/2026	Brooks Moore & Associates Inc.	644	$213K	0.1%	N/A	0.000%
8/18/2026	Ruggaard & Associates LLC	1,536	$507K	0.2%	N/A	0.001%
8/18/2026	Equitable Holdings Inc.	5,643	$1.86M	0.0%	N/A	0.003%
8/18/2026	Centaurus Financial Inc.	1,555	$513K	0.0%	N/A	0.001%

TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,836 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were California State Teachers Retirement System ($36.54B), BlackRock Inc. ($6.92B), Vanguard Group Inc. ($6.41B), State Street Corp ($4.64B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($2.08B), and Geode Capital Management LLC ($1.63B).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: California State Teachers Retirement System ($110.35M), 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), and GAMMA Investing LLC ($2.20M).

Institutional investors have bought a total of 164,883,876 shares in the last 24 months. This purchase volume represents approximately $53.79B in transactions.

Of the 720 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), California Public Employees Retirement System ($500.97K), Assenagon Asset Management S.A. ($426.31K), and Barclays PLC ($423.89K).

Institutional investors have sold a total of 14,729,240 shares in the last 24 months. This volume of shares sold represents approximately $4.25B in transactions.

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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 9/9/2026. New 13F filings are added each quarter as they're published.

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Travelers Companies (TRV) Institutional Ownership

TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

TRV Institutional Ownership - Frequently Asked Questions

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Travelers Companies (TRV) Institutional Ownership

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

TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

TRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRV shares?

What percentage of Travelers Companies' stock is owned by institutional investors?

Which institutional investors have been buying Travelers Companies' stock?

How much institutional buying is happening at Travelers Companies?

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

How much institutional selling is happening at Travelers Companies?

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