Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$317.19 +6.58 (+2.12%)
As of 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
82.45%
Number of
Institutional Buyers
(last 12 months)
1075
Total
Institutional Inflows
(last 12 months)
$7.54B
Number of
Institutional Sellers
(last 12 months)
808
Total
Institutional Outflows
(last 12 months)
$5.34B
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/22/2026 Sapient Capital LLC847$247K0.0%N/A0.000%
6/18/2026 Pacer Advisors Inc.13,886$4.05M0.0%-45.3%0.007%
6/10/2026 FAS Wealth Partners Inc.16,080$4.69M0.3%+4.7%0.008%
6/8/2026 Pine Valley Investments Ltd Liability Co1,214$354K0.0%+21.4%0.001%
6/3/2026 DV Trading LLC840$245K0.0%N/A0.000%
6/3/2026 Parallel Advisors LLC7,183$2.10M0.0%+1.9%0.003%
6/3/2026 NewEdge Advisors LLC8,799$2.57M0.0%-72.3%0.004%
6/1/2026 Caerus Investment Advisors LLC900$263K0.1%-27.2%0.000%
6/1/2026 First Nebraska Trust Co1,155$337K0.0%N/A0.001%
6/1/2026 Keel Point LLC1,118$326K0.0%-13.4%0.001%
5/29/2026 Asset Dedication LLC12,335$3.60M0.3%-16.7%0.006%
5/27/2026 Allen Capital Group LLC741$216K0.0%+6.0%0.000%
5/26/2026 Glenmede Trust Co. NA44,243$12.91M0.1%-1.7%0.021%
5/26/2026 Ruggaard & Associates LLC1,250$365K0.1%+5.5%0.001%
5/22/2026 Groupama Asset Managment2,614$762K0.0%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC4,326$1.30M0.0%N/A0.002%
5/21/2026 Essential Partners LLC3,837$1.12M0.4%-5.7%0.002%
5/21/2026 Vestor Capital LLC200$58K0.0%-84.8%0.000%
5/21/2026 Groupe la Francaise26,152$7.63M0.1%-6.3%0.012%
5/20/2026 FinArc Investments Inc.15,147$4.42M4.3%N/A0.007%
5/19/2026 Western Wealth Management LLC371$108K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE3,420,104$997.58M0.1%-4.3%1.608%
5/19/2026 Kentucky Retirement Systems30,058$8.77M0.3%+111.8%0.014%
5/19/2026 Janus Henderson Group PLC195,195$56.93M0.0%-2.3%0.092%
5/19/2026 Bull Harbor Capital LLC3,237$944K0.3%N/A0.002%
5/19/2026 Strategic Investment Advisors MI590$172K0.0%N/A0.000%
5/18/2026 Sunbelt Securities Inc.1,174$342K0.0%-3.1%0.001%
5/18/2026 Amundi1,392,468$406.16M0.1%+36.6%0.655%
5/18/2026 EverSource Wealth Advisors LLC2,869$837K0.0%+42.6%0.001%
5/18/2026 Empire Financial Management Company LLC12,803$3.74M0.8%-21.4%0.006%
5/18/2026 California State Teachers Retirement System343,341$100.15M0.1%-3.4%0.161%
5/18/2026 Royal Bank of Canada891,511$260.04M0.0%-9.3%0.419%
5/18/2026 Empowered Funds LLC36,142$10.54M0.1%+44.0%0.017%
5/18/2026 Evercore Wealth Management LLC10,447$3.05M0.0%-0.9%0.005%
5/16/2026 Ashford Capital Management Inc.8,833$2.58M0.3%+13.8%0.004%
5/16/2026 The Manufacturers Life Insurance Company 114,654$33.44M0.0%-10.4%0.054%
5/16/2026 KCM Investment Advisors LLC16,332$4.76M0.2%-8.6%0.008%
5/16/2026 Maverick Capital Ltd.1,305$381K0.0%N/A0.001%
5/16/2026 Quantinno Capital Management LP143,811$41.95M0.1%+11.1%0.068%
5/16/2026 SummitTX Capital L.P.1,960$572K0.0%-84.3%0.001%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/16/2026 Lazard Asset Management LLC21,853$6.37M0.0%-5.5%0.010%
5/16/2026 Family Manage LLC724$211K0.0%N/A0.000%
5/15/2026 Gateway Wealth Partners LLC1,125$328K0.0%N/A0.001%
5/15/2026 Quadcap Wealth Management LLC7,145$2.08M0.2%-1.8%0.003%
5/15/2026 Weiss Asset Management LP6,240$1.82M0.0%N/A0.003%
5/15/2026 OMERS ADMINISTRATION Corp13,006$3.79M0.0%+34.6%0.006%
5/15/2026 Bradley Foster & Sargent Inc. CT37,867$11.05M0.2%-0.9%0.018%
5/15/2026 Lombard Odier Asset Management Switzerland SA11,321$3.30M0.1%-30.5%0.005%
5/15/2026 Lombard Odier Asset Management USA Corp811$237K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC6,526$1.90M0.0%+21.6%0.003%
5/15/2026 Wealth Alliance LLC3,205$935K0.1%-42.1%0.002%
5/15/2026 Epoch Investment Partners Inc.108,482$31.64M0.2%-2.9%0.051%
5/15/2026 Cannell & Spears LLC18,821$5.49M0.1%+2,000.6%0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund107,229$31.28M0.1%-20.6%0.050%
5/14/2026 Dai ichi Life Insurance Company Ltd24,956$7.28M0.2%-6.6%0.012%
5/14/2026 Hilltop Holdings Inc.5,153$1.50M0.1%+306.7%0.002%
5/14/2026 GC Wealth Management RIA LLC2,842$829K0.0%-5.9%0.001%
5/14/2026 Public Employees Retirement System of Ohio102,229$29.82M0.1%-1.0%0.048%
5/14/2026 Compound Planning Inc.4,101$1.20M0.0%-4.6%0.002%
5/14/2026 Modern Wealth Management LLC1,832$532K0.0%+3.4%0.001%
5/14/2026 Keebeck Wealth Management1,086$317K0.0%N/A0.001%
5/14/2026 Arrowstreet Capital Limited Partnership821,884$239.73M0.1%+6.8%0.387%
5/14/2026 Inceptionr LLC1,194$348K0.1%-82.1%0.001%
5/14/2026 Liberty One Investment Management LLC19,055$5.56M0.6%+30.3%0.009%
5/14/2026 Bank of Nova Scotia77,706$22.67M0.0%-19.8%0.037%
5/14/2026 Sei Investments Co.173,964$50.75M0.0%+8.2%0.082%
5/14/2026 MWA Asset Management4,374$1.28M0.7%+8.8%0.002%
5/14/2026 Davis R M Inc.2,962$864K0.0%-3.2%0.001%
5/14/2026 Lido Advisors LLC17,324$5.05M0.0%+9.4%0.008%
5/14/2026 State of Wyoming2,185$637K0.1%+42.7%0.001%
5/13/2026 Cetera Investment Advisers82,518$24.07M0.0%-1.4%0.039%
5/13/2026 Aureus Asset Management LLC1,973$575K0.0%-4.1%0.001%
5/13/2026 Dynamic Wealth Strategies LLC1,040$303K0.2%-16.4%0.000%
5/13/2026 Prestige Wealth Management Group LLC497$145K0.0%-13.0%0.000%
5/13/2026 Levin Capital Strategies L.P.10,878$3.17M0.2%-0.5%0.005%
5/13/2026 Measured Wealth Private Client Group LLC2,332$680K0.2%-6.6%0.001%
5/13/2026 NewEdge Wealth LLC15,985$4.66M0.1%-10.4%0.008%
5/13/2026 Arvest Bank Trust Division50,866$14.84M0.8%-1.9%0.024%
5/13/2026 First Citizens Bank & Trust Co.782$228K0.0%N/A0.000%
5/13/2026 CI Investments Inc.1,175$343K0.0%+11.4%0.001%
5/13/2026 First Trust Advisors LP1,705,401$497.43M0.4%+7.2%0.802%
5/12/2026 Westpac Banking Corp4,747$1.39M0.1%+259.9%0.002%
5/12/2026 Rit Capital Partners PLC100,200$29.22M7.8%-26.3%0.047%
5/12/2026 ABN Amro Investment Solutions12,172$3.55M0.0%+7.4%0.006%
5/8/2026 Triad Investment Management900$265K0.3%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.403,703$117.75M0.1%+1.4%0.190%
5/8/2026 Oslo Pensjonsforsikring AS1,004$293K0.0%N/A0.000%
5/8/2026 Baader Bank Aktiengesellschaft2,019$576K0.0%N/A0.001%
5/8/2026 DJE Kapital AG54,786$15.98M0.4%N/A0.026%
5/8/2026 Andra AP fonden48,104$14.03M0.2%+403.2%0.023%
SpaceX IPO hides a much bigger story (Ad)

The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page.tc pixel

Click here to see the details before the crowd catches on
5/8/2026 Wilkerson Advisory Group LLC220$64K0.0%+83.3%0.000%
5/8/2026 Glenview Trust Co5,233$1.53M0.0%-1.0%0.002%
5/8/2026 Madison Asset Management LLC1,922$561K0.0%-9.6%0.001%
5/8/2026 Summit Global Investments7,276$2.12M0.1%+42.8%0.003%
5/8/2026 MWA Asset Management4,377$1.28M0.7%+8.8%0.002%
5/8/2026 Johnson Financial Group Inc.5,878$1.71M0.1%-1.5%0.003%
5/8/2026 Convergence Investment Partners LLC6,379$1.86M0.3%+43.7%0.003%
5/8/2026 JSF Financial LLC4,817$1.41M0.3%+22.1%0.002%
5/8/2026 Commerzbank Aktiengesellschaft FI24,870$7.25M0.2%+25.8%0.012%
5/7/2026 Florida Financial Advisors LLC1,109$324K0.1%+25.2%0.001%


TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,806 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 1,529 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 ($2.21M), FMR LLC ($1.80M), Amundi ($1.13M), and Nuveen LLC ($1.11M).

Institutional investors have bought a total of 27,047,498 shares in the last 24 months. This purchase volume represents approximately $7.54B in transactions.

Of the 808 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), Assenagon Asset Management S.A. ($767.30K), 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), and JPMorgan Chase & Co. ($577.61K).

Institutional investors have sold a total of 18,942,723 shares in the last 24 months. This volume of shares sold represents approximately $5.34B in transactions.



This page (NYSE:TRV) was last updated on 6/23/2026 by MarketBeat.com Staff.
From Our Partners