Travelers Companies (TRV) Institutional Ownership

$213.85

+4.62 (+2.21%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 82.45%
Number of Institutional Buyers (last 12 months): 774
Total Institutional Inflows (last 12 months): $3.36B

Number of Institutional Sellers (last 12 months): 602
Total Institutional Outflows (last 12 months): $3.96B

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TRV Institutional Buying and Selling by Quarter

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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
7/26/2024	Conning Inc.	168,476	$34.20M	1.2%	-2.6%	0.074%
7/26/2024	McClarren Financial Advisors Inc.	406	$83K	0.1%	+666.0%	0.000%
7/26/2024	Simmons Bank	1,903	$387K	0.0%	+29.7%	0.001%
7/26/2024	Eagle Bay Advisors LLC	640	$130K	0.1%	-30.5%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	26,156	$5.32M	0.0%	+7.7%	0.011%
7/26/2024	Atlantic Edge Private Wealth Management LLC	8,623	$1.75M	0.6%	+0.6%	0.004%
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7/26/2024	Dearborn Partners LLC	1,387	$282K	0.0%	-14.0%	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	12,157	$2.47M	0.0%	-89.5%	0.005%
7/26/2024	State of Michigan Retirement System	62,753	$12.76M	0.1%	+0.3%	0.028%
7/26/2024	SlateStone Wealth LLC	5,088	$1.04M	0.1%	+15.2%	0.002%
7/26/2024	Bailard Inc.	4,373	$889K	0.0%	-31.6%	0.002%
7/26/2024	Verdence Capital Advisors LLC	24,623	$5.01M	0.4%	-14.5%	0.011%
7/26/2024	Bank of New York Mellon Corp	2,035,146	$413.83M	0.1%	-7.8%	0.893%
7/26/2024	Catalyst Financial Partners LLC	1,147	$233K	0.1%	+8.7%	0.001%
7/26/2024	Salomon & Ludwin LLC	226	$46K	0.0%	-34.5%	0.000%
7/26/2024	Bristlecone Advisors LLC	22,035	$4.48M	0.4%	-1.4%	0.010%
7/25/2024	Wedgewood Investors Inc. PA	1,020	$207K	0.2%	N/A	0.000%
7/25/2024	Calamos Advisors LLC	67,454	$13.72M	0.1%	-3.5%	0.030%
7/25/2024	Northcape Wealth Management LLC	2,400	$488K	0.2%	+14.3%	0.001%
7/25/2024	AMG National Trust Bank	4,753	$966K	0.0%	+27.7%	0.002%
7/25/2024	Institute for Wealth Management LLC.	5,851	$1.19M	0.2%	-3.9%	0.003%
7/25/2024	Fullcircle Wealth LLC	4,058	$843K	0.4%	N/A	0.002%
7/25/2024	RFP Financial Group LLC	283	$58K	0.0%	-72.3%	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	89,747	$18.25M	0.1%	-2.8%	0.039%
7/25/2024	Atlantic Union Bankshares Corp	9,163	$1.86M	0.1%	+33.2%	0.004%
7/24/2024	LRI Investments LLC	4,223	$859K	0.1%	+13.2%	0.002%
7/24/2024	Tower Bridge Advisors	11,153	$2.27M	0.2%	-2.4%	0.005%
7/24/2024	Retirement Systems of Alabama	50,513	$10.27M	0.0%	+0.3%	0.022%
7/24/2024	Slow Capital Inc.	16,846	$3.43M	0.6%	-7.0%	0.007%
7/24/2024	Quotient Wealth Partners LLC	3,517	$715K	0.0%	+88.4%	0.002%
7/24/2024	Catalina Capital Group LLC	1,479	$301K	0.1%	+4.9%	0.001%
7/24/2024	JB Capital LLC	3,797	$772K	0.0%	-7.2%	0.002%
7/24/2024	New York State Teachers Retirement System	212,242	$43.16M	0.1%	-4.2%	0.093%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	2,199	$447K	0.1%	-2.6%	0.001%
7/24/2024	Louisiana State Employees Retirement System	13,000	$2.64M	0.1%	-2.3%	0.006%
7/24/2024	&PARTNERS	2,032	$413K	0.0%	N/A	0.001%
7/23/2024	Tevis Investment Management	6,730	$1.37M	1.1%	-2.2%	0.003%
7/23/2024	St. James Investment Company LLC	99,901	$20.31M	3.6%	-6.3%	0.044%
7/23/2024	Plimoth Trust Co. LLC	2,346	$477K	0.1%	-4.5%	0.001%
7/23/2024	Benin Management CORP	7,513	$1.53M	0.5%	-2.6%	0.003%
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7/23/2024	Inlet Private Wealth LLC	3,190	$649K	0.2%	+10.0%	0.001%
7/23/2024	Burns J W & Co. Inc. NY	3,452	$702K	0.1%	-2.8%	0.002%
7/23/2024	Busey Bank	1,690	$344K	0.0%	-6.4%	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	2,974	$605K	0.0%	+207.9%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	18,118	$3.69M	0.0%	-15.3%	0.008%
7/22/2024	Randolph Co Inc	1,503	$306K	0.0%	-3.3%	0.001%
7/22/2024	Fifth Third Bancorp	19,558	$3.98M	0.0%	+11.9%	0.009%
7/22/2024	Veracity Capital LLC	1,745	$355K	0.1%	-19.1%	0.001%
7/22/2024	Commerzbank Aktiengesellschaft FI	27,991	$5.69M	0.2%	+19.7%	0.012%
7/22/2024	Summit Global Investments	21,768	$4.43M	0.3%	-12.8%	0.010%
7/22/2024	Chevy Chase Trust Holdings LLC	125,573	$25.53M	0.1%	-1.1%	0.055%
7/22/2024	Liberty One Investment Management LLC	18,477	$3.76M	0.4%	+6.9%	0.008%
7/22/2024	Sanibel Captiva Trust Company Inc.	1,878	$382K	0.0%	-2.6%	0.001%
7/22/2024	Carnegie Investment Counsel	12,900	$2.62M	0.1%	-6.8%	0.006%
7/22/2024	Dakota Wealth Management	8,336	$1.70M	0.0%	+1.9%	0.004%
7/20/2024	Neo Ivy Capital Management	16,664	$3.39M	0.7%	N/A	0.007%
7/20/2024	First Horizon Advisors Inc.	137,975	$28.06M	0.9%	-0.5%	0.060%
7/20/2024	Raymond James Financial Services Advisors Inc.	96,637	$19.65M	0.0%	-3.8%	0.042%
7/20/2024	Milestone Asset Management LLC	18,490	$3.76M	0.9%	-25.2%	0.008%
7/20/2024	Meridian Investment Counsel Inc.	20,141	$4.10M	1.3%	+4.8%	0.009%
7/20/2024	Nisa Investment Advisors LLC	90,198	$18.34M	0.1%	+1.6%	0.039%
7/20/2024	Hennion & Walsh Asset Management Inc.	13,329	$2.71M	0.1%	-10.9%	0.006%
7/19/2024	Cantor Fitzgerald Investment Advisors L.P.	52,441	$10.66M	0.8%	-30.6%	0.023%
7/19/2024	Raymond James & Associates	450,002	$91.50M	0.1%	-2.7%	0.197%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	882,071	$179.36M	0.1%	-4.8%	0.385%
7/19/2024	Sumitomo Life Insurance Co.	5,765	$1.17M	0.0%	-11.5%	0.003%
7/19/2024	Everpar Advisors LLC	1,201	$244K	0.1%	+9.3%	0.001%
7/19/2024	Peddock Capital Advisors LLC	10,659	$2.17M	0.6%	-6.2%	0.005%
7/18/2024	Brookstone Capital Management	1,321	$292K	0.0%	-19.0%	0.001%
7/18/2024	Blue Trust Inc.	3,000	$610K	0.0%	+18.3%	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	2,858	$581K	0.2%	-5.0%	0.001%
7/18/2024	Sawgrass Asset Management LLC	1,940	$394K	0.0%	-18.1%	0.001%
7/18/2024	Miracle Mile Advisors LLC	16,737	$3.40M	0.1%	+1.3%	0.007%
7/18/2024	Assenagon Asset Management S.A.	6,708	$1.36M	0.0%	-16.1%	0.003%
7/18/2024	Fiduciary Financial Group LLC	1,391	$303K	0.1%	N/A	0.001%
7/18/2024	Swedbank AB	114,242	$23.23M	0.0%	-1.2%	0.050%
7/17/2024	Murphy Pohlad Asset Management LLC	36,190	$7.36M	3.2%	-1.1%	0.016%
7/17/2024	Patrick M Sweeney & Associates Inc.	1,795	$358K	0.3%	+8.7%	0.001%
7/17/2024	SteelPeak Wealth LLC	26,595	$5.41M	0.3%	+3.4%	0.012%
7/17/2024	Baader Bank Aktiengesellschaft	1,042	$210K	0.0%	N/A	0.000%
7/17/2024	AdvisorNet Financial Inc	2,013	$409K	0.0%	-12.8%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	20,443	$4.16M	0.0%	+1.8%	0.009%
7/16/2024	GPS Wealth Strategies Group LLC	613	$125K	0.0%	+11.9%	0.000%
7/16/2024	Bremer Bank National Association	1,581	$321K	0.1%	-44.9%	0.001%
7/16/2024	ORG Partners LLC	1,026	$208K	0.0%	+199.1%	0.000%
7/16/2024	Monetary Management Group Inc.	250	$51K	0.0%	-61.5%	0.000%
7/16/2024	Legacy Trust	1,051	$214K	0.1%	-14.2%	0.000%
7/16/2024	Ferguson Wellman Capital Management Inc.	19,770	$4.02M	0.1%	-3.6%	0.009%
7/16/2024	V Square Quantitative Management LLC	4,967	$1.01M	0.2%	-27.7%	0.002%
7/16/2024	Great Valley Advisor Group Inc.	2,943	$598K	0.0%	+36.2%	0.001%
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7/16/2024	Wealth Enhancement Advisory Services LLC	144,889	$29.46M	0.1%	+9.2%	0.063%
7/16/2024	AA Financial Advisors LLC	4,238	$862K	0.3%	-5.7%	0.002%
7/16/2024	Diversified Trust Co	17,227	$3.50M	0.1%	+7.6%	0.008%
7/16/2024	Meyer Handelman Co.	27,400	$5.57M	0.2%	-0.2%	0.012%
7/16/2024	WASHINGTON TRUST Co	1,027	$209K	0.0%	+6.3%	0.000%
7/16/2024	LVW Advisors LLC	2,574	$523K	0.1%	-12.4%	0.001%
7/15/2024	Dynamic Advisor Solutions LLC	5,477	$1.11M	0.0%	-40.8%	0.002%
7/15/2024	Ballast Inc.	7,094	$1.44M	0.4%	+1.5%	0.003%
7/15/2024	Securian Asset Management Inc.	13,077	$2.66M	0.1%	-2.7%	0.006%
7/15/2024	Czech National Bank	43,636	$8.87M	0.1%	+8.7%	0.019%

(Data available from 1/1/2016 forward)

TRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRV shares?: During the previous two years, 1,386 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($4.89B), BlackRock Inc. ($3.49B), State Street Corp ($2.77B), JPMorgan Chase & Co. ($2.70B), FMR LLC ($2.24B), Massachusetts Financial Services Co. MA ($1.38B), and Price T Rowe Associates Inc. MD ($1.29B).Learn more on TRV's institutional investors.
What percentage of Travelers Companies stock is owned by institutional investors?: 82.45% of Travelers Companies stock is owned by institutional investors. Learn more on TRV's institutional investor holdings.
Which institutional investors have been buying Travelers Companies stock?: Of the 1,164 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: JPMorgan Chase & Co. ($3.16M), Envestnet Asset Management Inc. ($2.56M), Norges Bank ($1.48M), Price T Rowe Associates Inc. MD ($1.20M), Prostatis Group LLC ($815.15K), Bahl & Gaynor Inc. ($716.57K), and Junto Capital Management LP ($649.68K).

How much institutional buying is happening at Travelers Companies?: Institutional investors have bought a total of 35,385,901 shares in the last 24 months. This purchase volume represents approximately $6.46B in transactions.
Which Travelers Companies major shareholders have been selling company stock?: Of the 854 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: FMR LLC ($6.00M), Price T Rowe Associates Inc. MD ($2.73M), Envestnet Asset Management Inc. ($2.18M), Nuance Investments LLC ($1.83M), Capital International Investors ($1.82M), Massachusetts Financial Services Co. MA ($1.56M), and First Eagle Investment Management LLC ($1.24M).
How much institutional selling is happening at Travelers Companies?: Institutional investors have sold a total of 36,808,022 shares in the last 24 months. This volume of shares sold represents approximately $6.63B in transactions.