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Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$363.83 -0.66 (-0.18%)
As of 08/21/2026 03:58 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)
1110
Total
Institutional Inflows
(last 12 months)
$20.78B
Number of
Institutional Sellers
(last 12 months)
717
Total
Institutional Outflows
(last 12 months)
$4.18B
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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
8/23/2026 HB Wealth Management LLC23,018$7.60M0.0%+9.9%0.011%
8/23/2026 Saudi Central Bank14,885$4.91M0.1%+80.8%0.007%
8/23/2026 Azimuth Capital Investment Management LLC7,022$2.32M0.1%-5.6%0.003%
8/22/2026 AlphaGrep UK Ltd1,506$497K0.1%N/A0.001%
8/22/2026 Shah Wealth Advisors LLC933$308K0.1%N/A0.000%
8/22/2026 Succession Financial Inc.1,402$463K0.4%N/A0.001%
8/22/2026 Strive Financial Group LLC321$106K0.0%-13.0%0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich3,333$1.10M0.0%+511.6%0.002%
8/22/2026 Blalock Williams LLC909$300K0.2%+5.5%0.000%
8/22/2026 Raiffeisen Bank International AG32,122$10.66M0.1%+2.3%0.015%
8/22/2026 Tudor Financial Inc.4,200$1.39M0.6%+60.0%0.002%
8/22/2026 Syon Capital LLC5,035$1.66M0.1%+14.9%0.002%
8/22/2026 TD Waterhouse Canada Inc.3,810$1.28M0.0%-11.7%0.002%
8/22/2026 Premier Path Wealth Partners LLC3,132$1.03M0.1%+3.1%0.002%
8/22/2026 United Community Bank1,634$539K0.2%-3.8%0.001%
8/22/2026 Concurrent Investment Advisors LLC7,889$2.60M0.0%+6.1%0.004%
8/22/2026 NEOS Investment Management LLC34,718$11.46M0.0%+11.3%0.017%
8/21/2026 Greenspring Advisors LLC659$218K0.0%N/A0.000%
8/21/2026 Nykredit A S970,794$320.48M1.0%N/A0.465%
8/21/2026 B. Metzler seel. Sohn & Co. AG18,866$6.23M0.1%+1.3%0.009%
8/21/2026 PYA Waltman Capital LLC7,598$2.51M0.6%+23.7%0.004%
8/21/2026 Natural Investments LLC5,170$1.71M0.4%-2.6%0.002%
8/21/2026 KFA Private Wealth Group LLC778$257K0.1%-24.0%0.000%
8/21/2026 Symphony Financial Ltd. Co.774$256K0.0%-5.1%0.000%
8/21/2026 Legacy Financial Advisors Inc.1,832$605K0.1%-3.8%0.001%
8/20/2026 Proficio Capital Partners LLC2,194$724K0.0%N/A0.001%
8/20/2026 Nwam LLC1,576$520K0.0%+11.1%0.001%
8/20/2026 Railway Pension Investments Ltd13,800$4.56M0.1%-23.3%0.007%
8/20/2026 Quantitative Investment Management LLC6,510$2.15M0.2%N/A0.003%
8/20/2026 Ancora Advisors LLC8,157$2.69M0.1%+1.6%0.004%
8/20/2026 Susquehanna Fundamental Investments LLC78,815$26.02M0.5%N/A0.038%
8/20/2026 Sigma Planning Corp9,627$3.18M0.1%+98.2%0.005%
8/20/2026 Two Sigma Securities LLC1,490$492K0.0%N/A0.001%
8/20/2026 Benjamin Edwards Inc.6,034$1.99M0.0%+4.3%0.003%
8/20/2026 GTS Securities LLC12,328$4.07M0.1%+261.6%0.006%
8/20/2026 Northwestern Mutual Wealth Management Co.34,345$11.34M0.0%-1.0%0.016%
8/20/2026 Wedbush Securities Inc.2,935$969K0.0%+15.9%0.001%
8/20/2026 Hennessy Advisors Inc.9,500$3.14M0.1%-74.3%0.005%
8/20/2026 Cullinan Associates Inc.23,657$7.81M0.6%-5.7%0.011%
8/20/2026 Greenleaf Trust8,754$2.89M0.0%+4.7%0.004%
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8/19/2026 Trustmark Bank Trust Department758$250K0.0%-27.2%0.000%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,504,288$826.72M0.2%-8.1%1.201%
8/19/2026 New Mexico Educational Retirement Board10,778$3.56M0.1%+2.9%0.005%
8/19/2026 Royal London Asset Management Ltd.147,227$48.60M0.1%-1.5%0.071%
8/19/2026 Toth Financial Advisory Corp86$28K0.0%-51.7%0.000%
8/19/2026 Mufg Securities Americas Inc.6,405$2.11M0.1%+7.1%0.003%
8/19/2026 Van ECK Associates Corp34,056$11.24M0.0%N/A0.016%
8/19/2026 Ferguson Wellman Capital Management Inc.18,456$6.09M0.1%-0.8%0.009%
8/19/2026 Nissay Asset Management Corp Japan28,431$9.39M0.0%-0.7%0.014%
8/19/2026 Braun Stacey Associates Inc.115,297$38.06M1.1%-0.9%0.055%
8/19/2026 Hsbc Holdings PLC807,548$267.13M0.1%+8.8%0.387%
8/19/2026 Wellington Management Group LLP19,038$6.29M0.0%+9.7%0.009%
8/19/2026 Kingsview Wealth Management LLC13,826$4.56M0.1%N/A0.007%
8/18/2026 Beacon Pointe Advisors LLC23,383$7.72M0.0%N/A0.011%
8/18/2026 Kimelman & Baird LLC8,514$2.81M0.2%N/A0.004%
8/18/2026 Pin Oak Investment Advisors Inc.1,400$462K0.2%N/A0.001%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt1,248$412K0.0%N/A0.001%
8/18/2026 Muhlenkamp & Co. Inc.6,627$2.19M0.6%N/A0.003%
8/18/2026 Glenview Trust Co5,117$1.69M0.0%N/A0.002%
8/18/2026 Glenview Trust Co219,654$51.90M0.5%N/A0.105%
8/18/2026 Empowered Funds LLC38,126$12.59M0.1%N/A0.018%
8/18/2026 United Capital Financial Advisors LLC11,218$3.70M0.0%N/A0.005%
8/18/2026 Dearborn Partners LLC1,227$405K0.0%N/A0.001%
8/18/2026 Brooks Moore & Associates Inc.644$213K0.1%N/A0.000%
8/18/2026 Ruggaard & Associates LLC1,536$507K0.2%N/A0.001%
8/18/2026 Equitable Holdings Inc.5,643$1.86M0.0%N/A0.003%
8/18/2026 Centaurus Financial Inc.1,555$513K0.0%N/A0.001%
8/18/2026 Coastal Bridge Advisors LLC4,262$1.41M0.1%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio96,168$31.75M0.1%N/A0.046%
8/18/2026 MASTERINVEST Kapitalanlage GmbH906$299K0.0%N/A0.000%
8/17/2026 Redwood Investment Management LLC3,500$1.16M0.1%N/A0.002%
8/17/2026 Proficio Capital Partners LLC2,194$724K0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC3,158$1.04M0.0%N/A0.002%
8/17/2026 Transamerica Financial Advisors LLC1,284$424K0.0%N/A0.001%
8/17/2026 Sanchez Levi Garrett1,177$388K0.2%N/A0.001%
8/17/2026 Corient Private Wealth LP154,685$51.07M0.0%N/A0.074%
8/17/2026 Corient Private Wealth LP291,659$64.31M0.0%N/A0.140%
8/17/2026 Bank of America Corp DE2,823,646$932.14M0.1%N/A1.354%
8/15/2026 Magnolia Capital Advisors LLC1,185$391K0.1%N/A0.001%
8/15/2026 Freestone Grove Partners LP152,453$33.61M0.2%N/A0.073%
8/15/2026 Freestone Grove Partners LP135,584$44.76M0.3%N/A0.065%
8/15/2026 Caisse de depot et placement du Quebec10,616$2.34M0.0%N/A0.005%
8/15/2026 Caisse de depot et placement du Quebec407,011$134.36M0.2%N/A0.195%
8/15/2026 Pointe Capital Management LLC1,137$251K0.1%N/A0.001%
8/15/2026 Man Group plc25,382$8.38M0.0%N/A0.012%
8/15/2026 Man Group plc52,600$11.60M0.0%N/A0.025%
8/15/2026 First Bancorp Inc ME 223$74K0.0%N/A0.000%
8/15/2026 First Bancorp Inc ME 701$155K0.1%N/A0.000%
8/15/2026 Roberts Glore & Co. Inc. IL2,894$638K0.2%N/A0.001%
8/15/2026 Valtrion Capital Management LLC3,008$993K0.7%N/A0.001%
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8/15/2026 Jupiter Topco LLC26,408$8.72M0.0%N/A0.013%
8/15/2026 Jupiter Topco LLC79,379$17.49M0.0%N/A0.038%
8/14/2026 Hsbc Holdings PLC807,548$267.13M0.1%N/A0.387%
8/14/2026 EFG International AG7,580$1.67M0.0%N/A0.004%
8/14/2026 Ancora Advisors LLC8,157$2.69M0.1%N/A0.004%
8/14/2026 Ancora Advisors LLC19,062$4.20M0.1%N/A0.009%
8/14/2026 Delos Wealth Advisors LLC91$30K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board317,336$104.76M0.1%N/A0.152%
8/14/2026 Canada Pension Plan Investment Board790,744$174.35M0.1%N/A0.379%
8/14/2026 Royal Capital Wealth Management LLC4,692$1.04M0.6%N/A0.002%


TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,901 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 ($4.64B), 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 1,643 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), Legal & General Group Plc ($5.40M), 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 65,003,100 shares in the last 24 months. This purchase volume represents approximately $20.78B in transactions.

Of the 717 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), JPMorgan Chase & Co. ($577.61K), Amundi ($521.14K), 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 14,513,708 shares in the last 24 months. This volume of shares sold represents approximately $4.18B 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 8/23/2026. New 13F filings are added each quarter as they're published.
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