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Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$294.75 -3.51 (-1.18%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$294.96 +0.20 (+0.07%)
As of 04:00 AM 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.
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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)
1095
Total
Institutional Inflows
(last 12 months)
$7.93B
Number of
Institutional Sellers
(last 12 months)
822
Total
Institutional Outflows
(last 12 months)
$5.87B
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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
5/14/2026Lido Advisors LLC17,324$5.05M0.0%+9.4%0.008%
5/14/2026State of Wyoming2,185$637K0.1%+42.7%0.001%
5/13/2026Cetera Investment Advisers82,518$24.07M0.0%-1.4%0.039%
5/13/2026Aureus Asset Management LLC1,973$575K0.0%-4.1%0.001%
5/13/2026Dynamic Wealth Strategies LLC1,040$303K0.2%-16.4%0.000%
5/13/2026Prestige Wealth Management Group LLC497$145K0.0%-13.0%0.000%
5/13/2026Levin Capital Strategies L.P.10,878$3.17M0.2%-0.5%0.005%
5/13/2026Measured Wealth Private Client Group LLC2,332$680K0.2%-6.6%0.001%
5/13/2026NewEdge Wealth LLC15,985$4.66M0.1%-10.4%0.008%
5/13/2026Arvest Bank Trust Division50,866$14.84M0.8%-1.9%0.024%
5/13/2026First Citizens Bank & Trust Co.782$228K0.0%N/A0.000%
5/13/2026CI Investments Inc.1,175$343K0.0%+11.4%0.001%
5/13/2026First 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%
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%
5/7/2026 Earned Wealth Advisors LLC2,034$593K0.0%+13.8%0.001%
5/7/2026 Meeder Advisory Services Inc.7,214$2.10M0.1%+4.1%0.003%
5/7/2026 Lowe Brockenbrough & Co. Inc.5,144$1.50M0.1%-2.1%0.002%
5/7/2026 Hamel Associates Inc.2,314$675K0.2%+31.2%0.001%
5/7/2026 Dimensional Fund Advisors LP3,484,676$1.02B0.2%+3.7%1.639%
5/7/2026 Parallel Advisors LLC7,183$2.10M0.0%+1.9%0.003%
5/7/2026 KBC Group NV146,195$42.64M0.1%-1.7%0.069%
5/7/2026 Next Capital Management LLC860$251K0.1%-14.4%0.000%
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5/7/2026 SEB Asset Management AB266,500$77.73M0.3%N/A0.125%
5/7/2026 Swiss National Bank654,680$190.96M0.1%+6.0%0.308%
5/7/2026 AIA Group Ltd24,483$7.14M0.1%+59.2%0.012%
5/7/2026 Mediolanum International Funds Ltd33,138$9.67M0.1%+1.4%0.016%
5/7/2026 Spartan Wealth Advisory Services LLC6,035$1.76M0.2%N/A0.003%
5/7/2026 Arjuna Capital17,560$5.12M1.3%+2.9%0.008%
5/6/2026 Aviance Capital Partners LLC35,433$10.34M1.2%-3.4%0.017%
5/6/2026 Dorsey Wright & Associates3,255$949K0.1%N/A0.002%
5/6/2026 California Public Employees Retirement System637,596$185.97M0.1%-39.6%0.300%
5/6/2026 Bartlett & CO. Wealth Management LLC38,740$11.68M0.2%-1.4%0.018%
5/6/2026 Kera Capital Partners Inc.853$249K0.0%+21.2%0.000%
5/6/2026 Gryphon Financial Partners LLC3,192$931K0.1%+10.3%0.002%
5/6/2026 Modera Wealth Management LLC2,077$606K0.0%-14.5%0.001%
5/6/2026 Advisortrust Partners LLC1,325$386K0.2%+6.0%0.001%
5/6/2026 Catalyst Capital Advisors LLC475$139K0.0%N/A0.000%
5/6/2026 Assetmark Inc.22,279$6.50M0.0%-7.2%0.010%
5/6/2026 Main Street Group LTD304$89K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC974$284K0.0%+11.7%0.000%
5/6/2026 Bessemer Group Inc.12,663$3.69M0.0%+4.8%0.006%
5/6/2026 Avalon Trust Co8,784$2.56M0.2%+0.4%0.004%
5/6/2026 SteelPeak Wealth LLC4,252$1.24M0.0%-83.9%0.002%
5/6/2026 Allspring Global Investments Holdings LLC9,863$2.87M0.0%-1.1%0.005%
5/6/2026 Enterprise Financial Services Corp699$204K0.1%N/A0.000%
5/6/2026 Prosperity Consulting Group LLC1,035$302K0.0%-9.8%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super93,295$27.21M0.4%N/A0.044%
5/5/2026 Delta Financial Advisors LLC11,382$3.32M0.9%-4.1%0.005%
5/5/2026 Wealthfront Advisers LLC24,689$7.20M0.0%+3.9%0.012%
5/5/2026 D.A. Davidson & CO.12,060$3.52M0.0%+0.8%0.006%
5/5/2026 RFG Bristol Wealth Advisors LLC4,506$1.31M0.4%-4.5%0.002%
5/5/2026 Beaumont Financial Advisors LLC1,282$374K0.0%-5.0%0.001%
5/5/2026 Bank of New York Mellon Corp1,490,093$434.63M0.1%-5.2%0.701%
5/5/2026 Illinois Municipal Retirement Fund87,119$25.41M0.3%-7.6%0.041%
5/5/2026 Journey Advisory Group LLC2,045$596K0.1%-14.6%0.001%
5/5/2026 Providence Wealth Advisors LLC5,178$1.51M1.0%+1.2%0.002%
5/5/2026 NFSG Corp127$37K0.0%+1,311.1%0.000%
5/5/2026 Sigma Planning Corp4,856$1.42M0.0%-2.4%0.002%
5/5/2026 Camden National Bank2,928$854K0.1%-1.7%0.001%
5/5/2026 1ST Source Bank13,550$3.95M0.2%-1.0%0.006%
5/5/2026 Checchi Capital Advisers LLC3,046$888K0.0%+5.8%0.001%
5/5/2026 Maryland State Retirement & Pension System10,973$3.20M0.1%-1.6%0.005%
5/5/2026 Avantax Planning Partners Inc.1,950$569K0.0%-4.4%0.001%
5/4/2026 ABC Arbitrage SA11,740$3.42M0.5%+969.2%0.006%
5/4/2026 Milestones Private Investment Advisors LLC1,350$394K0.3%-6.3%0.001%
5/4/2026 Calamos Wealth Management LLC3,463$1.01M0.0%-27.4%0.002%
5/4/2026 Calamos Advisors LLC68,441$19.96M0.1%+7.0%0.032%
5/4/2026 AMG National Trust Bank4,666$1.36M0.0%+27.3%0.002%
5/4/2026 Evernest Financial Advisors LLC2,988$908K0.2%-2.7%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,147$1.79M0.0%+17.5%0.003%
5/4/2026 Bleakley Financial Group LLC10,938$3.19M0.0%+3.4%0.005%
5/4/2026 State of Michigan Retirement System58,753$17.14M0.1%-3.1%0.028%
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5/4/2026 Principal Financial Group Inc.269,143$78.50M0.0%-1.5%0.127%
5/4/2026 Chicago Partners Investment Group LLC4,075$1.23M0.0%+109.1%0.002%
5/4/2026 Tevis Investment Management5,115$1.49M0.8%-22.6%0.002%
5/4/2026 Arbejdsmarkedets Tillaegspension86,470$25.22M0.6%+3.8%0.041%
5/4/2026 AMF Tjanstepension AB118,841$34.66M0.2%-8.3%0.056%
5/4/2026 J. Safra Sarasin Holding AG1,031$301K0.0%+6.1%0.000%
5/4/2026 Applied Finance Capital Management LLC79,098$23.07M1.7%-2.4%0.037%
5/2/2026 Citizens Business Bank22,660$6.61M1.1%-1.1%0.011%
5/2/2026 International Assets Investment Management LLC2,117$615K0.0%+3.3%0.001%
5/2/2026 Trifecta Capital Advisors LLC350$102K0.0%-12.5%0.000%


TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,801 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 1,524 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), Nuveen LLC ($1.11M), and Acadian Asset Management LLC ($940.51K).

Institutional investors have bought a total of 28,571,857 shares in the last 24 months. This purchase volume represents approximately $7.93B in transactions.

Of the 810 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 ($2.81M), Assenagon Asset Management S.A. ($767.30K), 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 20,971,923 shares in the last 24 months. This volume of shares sold represents approximately $5.87B in transactions.


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This page (NYSE:TRV) was last updated on 5/14/2026 by MarketBeat.com Staff.
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