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Travelers Companies (TRV) Institutional Ownership

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$254.26 -1.73 (-0.68%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$254.40 +0.15 (+0.06%)
As of 07/11/2025 07:25 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
82.45%
Number of
Institutional Buyers
(last 12 months)
988
Total
Institutional Inflows
(last 12 months)
$7.09B
Number of
Institutional Sellers
(last 12 months)
748
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Quad Cities Investment Group LLC3,205$857K0.4%+23.9%0.001%
7/11/2025Mitchell & Pahl Private Wealth LLC3,264$873K0.4%-1.7%0.001%
7/11/2025Lincoln Capital LLC14,532$3.89M0.7%-0.6%0.006%
7/11/2025Kaufman Rossin Wealth LLC939$251K0.2%-26.6%0.000%
7/11/2025Farther Finance Advisors LLC3,486$933K0.0%-4.6%0.002%
7/11/2025Busey Bank1,768$473K0.0%+32.7%0.001%
7/11/2025CX Institutional20,749$5.55M0.2%+1,057.9%0.009%
7/11/2025 UMB Bank n.a.23,079$6.18M0.1%-8.8%0.010%
7/11/2025Pinnacle Bancorp Inc.3,068$821K0.3%-6.1%0.001%
7/11/2025AA Financial Advisors LLC3,939$1.05M0.2%-14.5%0.002%
7/11/2025Thomasville National Bank1,870$500K0.0%+13.3%0.001%
7/11/2025SeaCrest Wealth Management LLC1,829$489K0.1%-2.5%0.001%
7/11/2025Diversified Trust Co13,264$3.55M0.1%+1.1%0.006%
7/11/2025Assenagon Asset Management S.A.6,947$1.86M0.0%-98.6%0.003%
7/11/2025IFM Investors Pty Ltd43,451$11.63M0.1%+2.8%0.019%
7/10/2025 Oliver Lagore Vanvalin Investment Group321$85K0.0%N/A0.000%
7/10/2025 Clare Market Investments LLC3,911$1.05M0.2%+39.6%0.002%
7/10/2025 Carderock Capital Management Inc.300$80K0.0%N/A0.000%
7/10/2025 Worth Asset Management LLC980$262K0.1%N/A0.000%
7/10/2025 Moody National Bank Trust Division6,353$1.70M0.2%-2.5%0.003%
7/10/2025 Ferguson Wellman Capital Management Inc.19,354$5.18M0.1%-2.5%0.009%
7/10/2025 Baker Tilly Wealth Management LLC3,856$1.03M0.4%-7.3%0.002%
7/10/2025 Fulton Bank N.A.12,409$3.32M0.1%-8.6%0.005%
7/10/2025 NorthCrest Asset Manangement LLC1,584$418K0.0%+18.6%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC172,666$45.61M0.1%+6.4%0.076%
7/10/2025 Longboard Asset Management LP1,074$287K0.7%N/A0.000%
7/10/2025 Atticus Wealth Management LLC899$241K0.1%N/A0.000%
7/10/2025 Mn Services Vermogensbeheer B.V.84,747$22.67M0.2%+2.0%0.038%
7/10/2025 Wedmont Private Capital3,170$809K0.0%+6.4%0.001%
7/10/2025 Tompkins Financial Corp573$153K0.0%-24.5%0.000%
7/10/2025 Swedbank AB140,534$37.60M0.0%+10.0%0.062%
7/10/2025 Baader Bank Aktiengesellschaft2,062$552K0.0%+35.2%0.001%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA10,431$2.79M0.9%-1.1%0.005%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd274,777$73.51M0.7%+6.1%0.122%
7/10/2025 Focus Financial Network Inc.8,081$2.16M0.1%+1.2%0.004%
7/9/2025 Sivia Capital Partners LLC1,456$390K0.1%-17.3%0.001%
7/9/2025 Sawyer & Company Inc17,556$4.70M1.8%-0.4%0.008%
7/9/2025 Procyon Advisors LLC2,502$669K0.1%-86.6%0.001%
7/9/2025 Pallas Capital Advisors LLC5,566$1.49M0.1%+10.5%0.002%
7/9/2025 Gateway Investment Advisers LLC32,250$8.63M0.1%-0.2%0.014%
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7/9/2025 Baron Wealth Management LLC2,422$648K0.2%+8.9%0.001%
7/9/2025 Goelzer Investment Management Inc.38,186$10.22M0.6%-0.7%0.017%
7/9/2025 Fiduciary Alliance LLC961$257K0.0%+13.5%0.000%
7/9/2025 Bank of New Hampshire2,719$727K0.2%-3.9%0.001%
7/9/2025 Veracity Capital LLC1,602$429K0.1%-13.7%0.001%
7/9/2025 Sarver Vrooman Wealth Advisors234$63K0.0%N/A0.000%
7/9/2025 Riversedge Advisors LLC884$236K0.0%N/A0.000%
7/9/2025 Czech National Bank55,381$14.82M0.1%+6.3%0.025%
7/9/2025 MassMutual Private Wealth & Trust FSB1,665$445K0.0%+31.8%0.001%
7/8/2025 Everpar Advisors LLC1,108$296K0.1%+5.6%0.000%
7/8/2025 Webster Bank N. A.8,544$2.29M0.2%-4.2%0.004%
7/8/2025 Canandaigua National Bank & Trust Co.9,497$2.54M0.2%+8.3%0.004%
7/8/2025 Legacy Private Trust Co.978$262K0.0%-19.0%0.000%
7/8/2025 Parallel Advisors LLC6,866$1.84M0.0%+3.3%0.003%
7/7/2025 Investors Research Corp791$212K0.0%-20.2%0.000%
7/7/2025 First Community Trust NA800$214K0.2%-5.3%0.000%
7/7/2025 Nova Wealth Management Inc.119$32K0.0%N/A0.000%
7/7/2025 OMNI 360 Wealth Inc.807$216K0.1%N/A0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,016$272K0.0%+34.9%0.000%
7/7/2025 Wilson & Boucher Capital Management LLC3,088$826K0.6%-3.1%0.001%
7/2/2025 First Financial Bank Trust Division833$223K0.0%-5.2%0.000%
7/2/2025 Central Pacific Bank Trust Division1,022$273K0.0%-7.7%0.000%
7/1/2025 Park National Corp OH2,580$690K0.0%+1.6%0.001%
7/1/2025 Cullen Investment Group LTD.748$200K0.0%N/A0.000%
6/30/2025Pensionfund Sabic6,000$1.59M0.5%-13.0%0.003%
6/26/2025AG2R LA Mondiale Gestion D Actifs8,585$2.37M0.1%N/A0.004%
6/23/2025 Swedbank AB127,756$33.79M0.0%+2.7%0.057%
6/18/2025Voya Investment Management LLC47,303$12.51M0.0%-25.2%0.021%
6/6/2025eCIO Inc.127$34K0.0%N/A0.000%
6/5/2025Cim LLC8,131$2.15M0.3%N/A0.004%
6/2/2025Modern Wealth Management LLC1,721$455K0.0%N/A0.001%
5/28/2025Strs Ohio59,910$15.84M0.1%N/A0.026%
5/27/2025Jacobi Capital Management LLC8,400$2.22M0.2%+4.5%0.004%
5/27/2025Advisors Capital Management LLC1,720$455K0.0%-13.1%0.001%
5/21/2025McAdam LLC784$207K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC898,710$237.66M0.7%+41.2%0.397%
5/21/2025Geneos Wealth Management Inc.3,181$841K0.0%+7.5%0.001%
5/20/2025Belpointe Asset Management LLC6,832$1.81M0.1%-5.9%0.003%
5/20/2025Intech Investment Management LLC44,995$11.90M0.1%-32.3%0.020%
5/20/2025Focus Partners Wealth17,836$4.72M0.0%+9.3%0.008%
5/20/2025Flaharty Asset Management LLC120$32K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.2,407$637K0.0%N/A0.001%
5/20/2025Glenview Trust co4,823$1.28M0.0%+1.4%0.002%
5/20/2025Plato Investment Management Ltd5,062$1.35M0.1%-5.5%0.002%
5/19/2025SageView Advisory Group LLC906$240K0.0%+6.5%0.000%
5/19/2025Advisory Alpha LLC1,451$384K0.0%+3.3%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC600,611$158.84M0.0%-77.9%0.265%
5/19/2025Optimize Financial Inc1,447$383K0.1%N/A0.001%
5/16/2025Woodline Partners LP347,389$91.87M0.6%+38.0%0.153%
5/16/2025Zurich Insurance Group Ltd FI83,513$22.09M0.2%-19.7%0.037%
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5/16/2025Prostatis Group LLC4,344$1.15M0.4%-17.7%0.002%
5/16/2025Empowered Funds LLC28,910$7.65M0.1%+42.6%0.013%
5/16/2025MBB Public Markets I LLC1,212$321K0.0%N/A0.001%
5/16/2025Ascent Group LLC6,549$1.73M0.1%+24.7%0.003%
5/16/2025Meiji Yasuda Life Insurance Co3,885$1.03M0.0%-10.8%0.002%
5/16/2025RNC Capital Management LLC19,254$5.09M0.3%-3.3%0.008%
5/16/2025United Services Automobile Association4,970$1.30M0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.9,892$2.62M0.1%-5.7%0.004%
5/16/2025Great Lakes Advisors LLC215,065$56.87M0.5%+3.4%0.095%
5/16/2025Voleon Capital Management LP 1,031$273K0.0%+23.3%0.000%
(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, 1,623 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($5.75B), State Street Corp ($3.64B), BlackRock Inc. ($3.49B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($1.82B), Massachusetts Financial Services Co. MA ($1.55B), and Geode Capital Management LLC ($1.27B).Learn more on Travelers Companies' 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 1,359 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 ($3.81M), JPMorgan Chase & Co. ($3.16M), Bank of America Corp DE ($2.47M), GAMMA Investing LLC ($2.20M), FMR LLC ($1.80M), Nuveen LLC ($1.11M), and Acadian Asset Management LLC ($1.10M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 29,062,329 shares in the last 24 months. This purchase volume represents approximately $7.09B in transactions.

Which of Travelers Companies' major shareholders have been selling company stock?

Of the 747 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: JPMorgan Chase & Co. ($6.56M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.23M), Massachusetts Financial Services Co. MA ($1.24M), Lido Advisors LLC ($918.31K), International Assets Investment Management LLC ($518.42K), Assenagon Asset Management S.A. ($486.93K), and Legal & General Group Plc ($442.73K).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 21,436,723 shares in the last 24 months. This volume of shares sold represents approximately $5.23B in transactions.



This page (NYSE:TRV) was last updated on 7/13/2025 by MarketBeat.com Staff
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