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Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$374.88 +0.52 (+0.14%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$373.84 -1.05 (-0.28%)
As of 07/31/2026 07:56 PM 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)
1032
Total
Institutional Inflows
(last 12 months)
$6.46B
Number of
Institutional Sellers
(last 12 months)
787
Total
Institutional Outflows
(last 12 months)
$5.23B
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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
7/21/2026 Merit Financial Group LLC20,474$6.76M0.0%+6.5%0.010%
7/18/2026 Diversified Trust Co.4,521$1.49M0.0%+0.8%0.002%
7/18/2026 Cary Street Partners Financial LLC7,491$2.47M0.1%-0.5%0.004%
7/18/2026 Hickory Point Bank & Trust1,374$454K0.3%-3.2%0.001%
7/18/2026 GRIMES & Co WEALTH MANAGEMENT LLC2,675$883K0.0%+4.5%0.001%
7/18/2026 Liberty Capital Management Inc.1,254$414K0.1%N/A0.001%
7/18/2026 Baker Tilly Wealth Management LLC2,620$865K0.2%-3.2%0.001%
7/18/2026 Merit Financial Group LLC20,474$6.76M0.0%+6.5%0.010%
7/18/2026 Cypress Point Wealth Management LLC1,398$462K0.1%+15.3%0.001%
7/17/2026 Farther Finance Advisors LLC11,246$3.71M0.0%+7.3%0.005%
7/17/2026 LifeSteps Financial Inc.79$26K0.0%N/A0.000%
7/17/2026 Ballentine Partners LLC11,894$3.93M0.0%-1.9%0.006%
7/17/2026 Winthrop Advisory Group LLC937$309K0.0%+12.9%0.000%
7/17/2026 HM Payson & Co.17,813$5.88M0.1%-12.7%0.008%
7/17/2026 OFI Invest Asset Management4,036$1.28M0.0%+56.0%0.002%
7/17/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS46,968$15.51M0.1%-6.8%0.022%
7/17/2026 Cidel Asset Management Inc.2,358$778K0.0%+31.9%0.001%
7/17/2026 Ironwood Wealth Management LLC.655$224K0.0%-23.8%0.000%
7/17/2026 Sequoia Financial Advisors LLC33,397$11.03M0.1%+12.8%0.016%
7/17/2026 Alhambra Investment Management LLC2,250$743K0.3%-6.1%0.001%
7/17/2026 Hennessy Advisors Inc.9,500$3.14M0.1%-74.3%0.004%
7/17/2026 Berman McAleer LLC894$295K0.0%+3.5%0.000%
7/17/2026 Activest Wealth Management97$32K0.0%-38.6%0.000%
7/17/2026 Crossmark Global Holdings Inc.8,808$2.91M0.0%-7.9%0.004%
7/16/2026 Acropolis Investment Management LLC10,773$3.56M0.1%-6.7%0.005%
7/16/2026 Patriot Financial Group Insurance Agency LLC612$202K0.0%-46.7%0.000%
7/16/2026 Riversedge Advisors LLC1,974$652K0.1%+27.8%0.001%
7/16/2026 Beacon Financial Group5,410$1.79M0.2%-5.7%0.003%
7/16/2026 CHICAGO TRUST Co NA3,041$1.00M0.1%+1.9%0.001%
7/16/2026 PFG Advisors4,963$1.64M0.1%+10.5%0.002%
7/16/2026 CogentBlue Wealth Advisors LLC629$208K0.1%N/A0.000%
7/16/2026 Aaron Wealth Advisors LLC1,273$420K0.0%-27.1%0.001%
7/16/2026 MBL Wealth LLC1,473$486K0.0%-9.9%0.001%
7/16/2026 Highline Wealth Partners LLC128$42K0.0%+54.2%0.000%
7/16/2026 Lighthouse Financial Services Inc. ADV9,382$3.14M0.7%+1.0%0.004%
7/16/2026 Prospera Financial Services Inc15,647$5.17M0.1%+1.3%0.007%
7/16/2026 Waddell & Associates LLC3,059$1.01M0.0%+10.3%0.001%
7/16/2026 Independent Financial Group LLC762$252K0.0%N/A0.000%
7/16/2026 Benin Management CORP8,743$2.89M0.6%-1.4%0.004%
7/16/2026 Hartford Investment Management Co.11,873$3.92M0.1%-4.5%0.006%
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7/15/2026 Churchill Financial Advisors LLC5,791$1.91M0.4%-2.9%0.003%
7/15/2026 Spire Wealth Management8,607$2.84M0.1%+5.8%0.004%
7/15/2026 Tectonic Advisors LLC6,907$2.28M0.1%-7.8%0.003%
7/15/2026 Brookstone Capital Management57,502$18.98M0.2%+13.3%0.027%
7/15/2026 Wealth Enhancement Advisory Services LLC327,681$109.44M0.2%+90.7%0.154%
7/15/2026 Plancorp LLC1,169$399K0.0%-14.4%0.001%
7/15/2026 Goelzer Investment Management Inc.36,668$12.11M0.5%-3.6%0.017%
7/15/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,813$1.92M0.0%-5.4%0.003%
7/15/2026 Burney Co.9,890$3.27M0.1%+0.5%0.005%
7/15/2026 QRG Capital Management Inc.89,892$29.68M0.2%+39.4%0.042%
7/15/2026 B. Riley Wealth Advisors Inc.2,586$858K0.0%+4.5%0.001%
7/14/2026 Kelly Financial Group LLC1,148$377K0.1%+20.1%0.001%
7/14/2026 Sunbeam Capital Management LLC719$237K0.1%N/A0.000%
7/14/2026 Portside Wealth Group LLC860$284K0.0%-5.3%0.000%
7/14/2026 Trust Asset Management LLC2,440$805K0.0%-3.3%0.001%
7/14/2026 CWA Asset Management Group LLC3,399$1.12M0.0%+11.2%0.002%
7/14/2026 Toth Financial Advisory Corp86$28K0.0%-51.7%0.000%
7/14/2026 Advisory Resource Group649$214K0.0%N/A0.000%
7/14/2026 Thompson Investment Management Inc.350$116K0.0%+4,275.0%0.000%
7/14/2026 Net Worth Advisory Group5,249$1.73M0.4%-6.1%0.002%
7/14/2026 Drucker Wealth 3.0 LLC755$249K0.0%N/A0.000%
7/14/2026 Howland Capital Management LLC1,596$527K0.0%+5.8%0.001%
7/13/2026 SteelPeak Wealth LLC43,226$14.27M0.4%+916.6%0.020%
7/13/2026 DAVENPORT & Co LLC6,096$2.01M0.0%+5.7%0.003%
7/12/2026 Ballast Inc.7,752$2.56M0.5%+17.7%0.004%
7/10/2026 Bank & Trust Co7,895$2.61M1.6%-0.5%0.004%
7/10/2026 Abound Wealth Management213$70K0.0%+86.8%0.000%
7/10/2026 Annex Advisory Services LLC11,765$3.88M0.1%+299.2%0.006%
7/10/2026 Tema ETFs LLC3,671$1.21M0.0%+8.6%0.002%
7/10/2026 Dagco Inc.6,229$2.06M0.4%-4.6%0.003%
7/10/2026 Canvas Wealth Advisors LLC935$309K0.0%+10.3%0.000%
7/10/2026 Fiduciary Financial Group LLC1,475$487K0.1%+7.1%0.001%
7/10/2026 Lederer & Associates Investment Counsel CA2,846$940K0.6%-4.9%0.001%
7/10/2026 Handelsbanken Fonder AB78,608$25.95M0.1%-9.2%0.037%
7/10/2026 Orrstown Financial Services Inc.2,459$812K0.1%-2.1%0.001%
7/10/2026 Charles Schwab Trust Co1,170$386K0.0%+14.9%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,376$784K0.1%+28.4%0.001%
7/10/2026 Community Financial Services Group LLC1,027$344K0.0%-3.6%0.000%
7/10/2026 Fulton Bank N.A.10,158$3.35M0.1%-7.4%0.005%
7/10/2026 Wealthcare Advisory Partners LLC1,494$493K0.0%-2.9%0.001%
7/9/2026 Revolve Wealth Partners LLC831$274K0.0%+19.4%0.000%
7/9/2026 Franklin Street Advisors Inc. NC2,586$854K0.0%+7.1%0.001%
7/9/2026 DiPaolo Financial Group Inc.890$294K0.2%-3.6%0.000%
7/9/2026 Focus Financial Network Inc.7,179$2.37M0.1%-5.4%0.003%
7/9/2026 Allied Private Wealth LLC120$41K0.0%N/A0.000%
7/9/2026 Great Waters Wealth Management1,375$454K0.0%-2.6%0.001%
7/9/2026 Everhart Financial Group Inc.911$301K0.0%-7.8%0.000%
7/9/2026 Sax Wealth Advisors LLC2,157$712K0.0%+2.2%0.001%
7/9/2026 Everpar Advisors LLC2,001$661K0.2%+8.6%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.11,916$3.93M0.1%+1.8%0.006%
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7/9/2026 Windsor Capital Management LLC1,228$406K0.1%-16.2%0.001%
7/9/2026 Breakwater Capital Group1,077$356K0.0%-11.4%0.001%
7/9/2026 Valeo Financial Advisors LLC4,295$1.42M0.0%+3.8%0.002%
7/8/2026 Kwmg LLC28,515$9.41M0.7%+1.4%0.013%
7/8/2026 Abner Herrman & Brock LLC3,163$1.04M0.1%-18.6%0.001%
7/8/2026 Cooper Financial Group654$216K0.0%N/A0.000%
7/8/2026 Czech National Bank60,527$19.98M0.1%+2.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab55,882$18.45M0.2%+6.4%0.026%
7/8/2026 Assenagon Asset Management S.A.24,922$8.23M0.0%-85.3%0.012%
7/8/2026 Apella Capital LLC1,407$483K0.0%+5.0%0.001%


TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,811 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 1,528 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 ($2.20M), FMR LLC ($1.80M), Amundi ($1.13M), and Nuveen LLC ($1.11M).

Institutional investors have bought a total of 22,932,722 shares in the last 24 months. This purchase volume represents approximately $6.46B in transactions.

Of the 787 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 ($697.90K), Balyasny Asset Management L.P. ($674.33K), Massachusetts Financial Services Co. MA ($664.36K), California Public Employees Retirement System ($623.00K), JPMorgan Chase & Co. ($577.61K), and Bahl & Gaynor Inc. ($566.32K).

Institutional investors have sold a total of 18,472,839 shares in the last 24 months. This volume of shares sold represents approximately $5.23B in transactions.


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This page (NYSE:TRV) was last updated on 8/3/2026 by MarketBeat.com Staff.
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