Travelers Companies (TRV) Institutional Ownership

$291.19 -0.67 (-0.23%)

As of 12:09 PM Eastern

Current Institutional Ownership Percentage: 82.45%
Number of Institutional Buyers (last 12 months): 1073
Total Institutional Inflows (last 12 months): $7.54B

Number of Institutional Sellers (last 12 months): 807
Total Institutional Outflows (last 12 months): $5.34B

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TRV Institutional Buying and Selling by Quarter

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
6/3/2026	DV Trading LLC	840	$245K	0.0%	N/A	0.000%
6/3/2026	Parallel Advisors LLC	7,183	$2.10M	0.0%	+1.9%	0.003%
6/3/2026	NewEdge Advisors LLC	8,799	$2.57M	0.0%	-72.3%	0.004%
6/1/2026	Caerus Investment Advisors LLC	900	$263K	0.1%	-27.2%	0.000%
6/1/2026	First Nebraska Trust Co	1,155	$337K	0.0%	N/A	0.001%
6/1/2026	Keel Point LLC	1,118	$326K	0.0%	-13.4%	0.001%
5/29/2026	Asset Dedication LLC	12,335	$3.60M	0.3%	-16.7%	0.006%
5/27/2026	Allen Capital Group LLC	741	$216K	0.0%	+6.0%	0.000%
5/26/2026	Glenmede Trust Co. NA	44,243	$12.91M	0.1%	-1.7%	0.021%
5/26/2026	Ruggaard & Associates LLC	1,250	$365K	0.1%	+5.5%	0.001%
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5/22/2026	Groupama Asset Managment	2,614	$762K	0.0%	N/A	0.001%
5/22/2026	Segall Bryant & Hamill LLC	4,326	$1.30M	0.0%	N/A	0.002%
5/21/2026	Essential Partners LLC	3,837	$1.12M	0.4%	-5.7%	0.002%
5/21/2026	Vestor Capital LLC	200	$58K	0.0%	-84.8%	0.000%
5/21/2026	Groupe la Francaise	26,152	$7.63M	0.1%	-6.3%	0.012%
5/20/2026	FinArc Investments Inc.	15,147	$4.42M	4.3%	N/A	0.007%
5/19/2026	Western Wealth Management LLC	371	$108K	0.0%	N/A	0.000%
5/19/2026	Bank of America Corp DE	3,420,104	$997.58M	0.1%	-4.3%	1.608%
5/19/2026	Kentucky Retirement Systems	30,058	$8.77M	0.3%	+111.8%	0.014%
5/19/2026	Janus Henderson Group PLC	195,195	$56.93M	0.0%	-2.3%	0.092%
5/19/2026	Bull Harbor Capital LLC	3,237	$944K	0.3%	N/A	0.002%
5/19/2026	Strategic Investment Advisors MI	590	$172K	0.0%	N/A	0.000%
5/18/2026	Sunbelt Securities Inc.	1,174	$342K	0.0%	-3.1%	0.001%
5/18/2026	Amundi	1,392,468	$406.16M	0.1%	+36.6%	0.655%
5/18/2026	EverSource Wealth Advisors LLC	2,869	$837K	0.0%	+42.6%	0.001%
5/18/2026	Empire Financial Management Company LLC	12,803	$3.74M	0.8%	-21.4%	0.006%
5/18/2026	California State Teachers Retirement System	343,341	$100.15M	0.1%	-3.4%	0.161%
5/18/2026	Royal Bank of Canada	891,511	$260.04M	0.0%	-9.3%	0.419%
5/18/2026	Empowered Funds LLC	36,142	$10.54M	0.1%	+44.0%	0.017%
5/18/2026	Evercore Wealth Management LLC	10,447	$3.05M	0.0%	-0.9%	0.005%
5/16/2026	Ashford Capital Management Inc.	8,833	$2.58M	0.3%	+13.8%	0.004%
5/16/2026	The Manufacturers Life Insurance Company	114,654	$33.44M	0.0%	-10.4%	0.054%
5/16/2026	KCM Investment Advisors LLC	16,332	$4.76M	0.2%	-8.6%	0.008%
5/16/2026	Maverick Capital Ltd.	1,305	$381K	0.0%	N/A	0.001%
5/16/2026	Quantinno Capital Management LP	143,811	$41.95M	0.1%	+11.1%	0.068%
5/16/2026	SummitTX Capital L.P.	1,960	$572K	0.0%	-84.3%	0.001%
5/16/2026	Lazard Asset Management LLC	21,853	$6.37M	0.0%	-5.5%	0.010%
5/16/2026	Family Manage LLC	724	$211K	0.0%	N/A	0.000%
5/15/2026	Gateway Wealth Partners LLC	1,125	$328K	0.0%	N/A	0.001%
5/15/2026	Quadcap Wealth Management LLC	7,145	$2.08M	0.2%	-1.8%	0.003%
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5/15/2026	Weiss Asset Management LP	6,240	$1.82M	0.0%	N/A	0.003%
5/15/2026	OMERS ADMINISTRATION Corp	13,006	$3.79M	0.0%	+34.6%	0.006%
5/15/2026	Bradley Foster & Sargent Inc. CT	37,867	$11.05M	0.2%	-0.9%	0.018%
5/15/2026	Lombard Odier Asset Management Switzerland SA	11,321	$3.30M	0.1%	-30.5%	0.005%
5/15/2026	Lombard Odier Asset Management USA Corp	811	$237K	0.0%	N/A	0.000%
5/15/2026	Waverly Advisors LLC	6,526	$1.90M	0.0%	+21.6%	0.003%
5/15/2026	Wealth Alliance LLC	3,205	$935K	0.1%	-42.1%	0.002%
5/15/2026	Epoch Investment Partners Inc.	108,482	$31.64M	0.2%	-2.9%	0.051%
5/15/2026	Cannell & Spears LLC	18,821	$5.49M	0.1%	+2,000.6%	0.009%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	107,229	$31.28M	0.1%	-20.6%	0.050%
5/14/2026	Dai ichi Life Insurance Company Ltd	24,956	$7.28M	0.2%	-6.6%	0.012%
5/14/2026	Hilltop Holdings Inc.	5,153	$1.50M	0.1%	+306.7%	0.002%
5/14/2026	GC Wealth Management RIA LLC	2,842	$829K	0.0%	-5.9%	0.001%
5/14/2026	Public Employees Retirement System of Ohio	102,229	$29.82M	0.1%	-1.0%	0.048%
5/14/2026	Compound Planning Inc.	4,101	$1.20M	0.0%	-4.6%	0.002%
5/14/2026	Modern Wealth Management LLC	1,832	$532K	0.0%	+3.4%	0.001%
5/14/2026	Keebeck Wealth Management	1,086	$317K	0.0%	N/A	0.001%
5/14/2026	Arrowstreet Capital Limited Partnership	821,884	$239.73M	0.1%	+6.8%	0.387%
5/14/2026	Inceptionr LLC	1,194	$348K	0.1%	-82.1%	0.001%
5/14/2026	Liberty One Investment Management LLC	19,055	$5.56M	0.6%	+30.3%	0.009%
5/14/2026	Bank of Nova Scotia	77,706	$22.67M	0.0%	-19.8%	0.037%
5/14/2026	Sei Investments Co.	173,964	$50.75M	0.0%	+8.2%	0.082%
5/14/2026	MWA Asset Management	4,374	$1.28M	0.7%	+8.8%	0.002%
5/14/2026	Davis R M Inc.	2,962	$864K	0.0%	-3.2%	0.001%
5/14/2026	Lido Advisors LLC	17,324	$5.05M	0.0%	+9.4%	0.008%
5/14/2026	State of Wyoming	2,185	$637K	0.1%	+42.7%	0.001%
5/13/2026	Cetera Investment Advisers	82,518	$24.07M	0.0%	-1.4%	0.039%
5/13/2026	Aureus Asset Management LLC	1,973	$575K	0.0%	-4.1%	0.001%
5/13/2026	Dynamic Wealth Strategies LLC	1,040	$303K	0.2%	-16.4%	0.000%
5/13/2026	Prestige Wealth Management Group LLC	497	$145K	0.0%	-13.0%	0.000%
5/13/2026	Levin Capital Strategies L.P.	10,878	$3.17M	0.2%	-0.5%	0.005%
5/13/2026	Measured Wealth Private Client Group LLC	2,332	$680K	0.2%	-6.6%	0.001%
5/13/2026	NewEdge Wealth LLC	15,985	$4.66M	0.1%	-10.4%	0.008%
5/13/2026	Arvest Bank Trust Division	50,866	$14.84M	0.8%	-1.9%	0.024%
5/13/2026	First Citizens Bank & Trust Co.	782	$228K	0.0%	N/A	0.000%
5/13/2026	CI Investments Inc.	1,175	$343K	0.0%	+11.4%	0.001%
5/13/2026	First Trust Advisors LP	1,705,401	$497.43M	0.4%	+7.2%	0.802%
5/12/2026	Westpac Banking Corp	4,747	$1.39M	0.1%	+259.9%	0.002%
5/12/2026	Rit Capital Partners PLC	100,200	$29.22M	7.8%	-26.3%	0.047%
5/12/2026	ABN Amro Investment Solutions	12,172	$3.55M	0.0%	+7.4%	0.006%
5/8/2026	Triad Investment Management	900	$265K	0.3%	N/A	0.000%
5/8/2026	PNC Financial Services Group Inc.	403,703	$117.75M	0.1%	+1.4%	0.190%
5/8/2026	Oslo Pensjonsforsikring AS	1,004	$293K	0.0%	N/A	0.000%
5/8/2026	Baader Bank Aktiengesellschaft	2,019	$576K	0.0%	N/A	0.001%
5/8/2026	DJE Kapital AG	54,786	$15.98M	0.4%	N/A	0.026%
5/8/2026	Andra AP fonden	48,104	$14.03M	0.2%	+403.2%	0.023%
5/8/2026	Wilkerson Advisory Group LLC	220	$64K	0.0%	+83.3%	0.000%
5/8/2026	Glenview Trust Co	5,233	$1.53M	0.0%	-1.0%	0.002%
5/8/2026	Madison Asset Management LLC	1,922	$561K	0.0%	-9.6%	0.001%
5/8/2026	Summit Global Investments	7,276	$2.12M	0.1%	+42.8%	0.003%
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5/8/2026	MWA Asset Management	4,377	$1.28M	0.7%	+8.8%	0.002%
5/8/2026	Johnson Financial Group Inc.	5,878	$1.71M	0.1%	-1.5%	0.003%
5/8/2026	Convergence Investment Partners LLC	6,379	$1.86M	0.3%	+43.7%	0.003%
5/8/2026	JSF Financial LLC	4,817	$1.41M	0.3%	+22.1%	0.002%
5/8/2026	Commerzbank Aktiengesellschaft FI	24,870	$7.25M	0.2%	+25.8%	0.012%
5/7/2026	Florida Financial Advisors LLC	1,109	$324K	0.1%	+25.2%	0.001%
5/7/2026	Earned Wealth Advisors LLC	2,034	$593K	0.0%	+13.8%	0.001%
5/7/2026	Meeder Advisory Services Inc.	7,214	$2.10M	0.1%	+4.1%	0.003%
5/7/2026	Lowe Brockenbrough & Co. Inc.	5,144	$1.50M	0.1%	-2.1%	0.002%
5/7/2026	Hamel Associates Inc.	2,314	$675K	0.2%	+31.2%	0.001%

TRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,804 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 1,527 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), Amundi ($1.13M), and Nuveen LLC ($1.11M).

Institutional investors have bought a total of 27,056,344 shares in the last 24 months. This purchase volume represents approximately $7.54B in transactions.

Of the 807 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), Assenagon Asset Management S.A. ($767.30K), 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), and JPMorgan Chase & Co. ($577.61K).

Institutional investors have sold a total of 18,924,156 shares in the last 24 months. This volume of shares sold represents approximately $5.33B in transactions.

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This page (NYSE:TRV) was last updated on 6/3/2026 by MarketBeat.com Staff.

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Travelers Companies (TRV) Institutional Ownership

TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

TRV Institutional Ownership - Frequently Asked Questions

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Travelers Companies (TRV) Institutional Ownership

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

TRV Institutional Buying and Selling by Quarter

Travelers Companies Major Shareholders & Ownership History

TRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRV shares?

What percentage of Travelers Companies' stock is owned by institutional investors?

Which institutional investors have been buying Travelers Companies' stock?

How much institutional buying is happening at Travelers Companies?

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

How much institutional selling is happening at Travelers Companies?

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