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Travelers Companies (TRV) Institutional Ownership

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$262.08 -2.66 (-1.01%)
Closing price 03:59 PM Eastern
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$261.92 -0.16 (-0.06%)
As of 06:48 PM Eastern
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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)
1011
Total
Institutional Inflows
(last 12 months)
$8.18B
Number of
Institutional Sellers
(last 12 months)
755
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
7/24/2025Conning Inc.126,386$33.81M1.2%-8.3%0.056%
7/24/2025Eastern Bank2,660$712K0.0%-7.0%0.001%
7/24/2025Aberdeen Group plc198,525$53.11M0.1%+11.7%0.088%
7/24/2025Strong Tower Advisory Services993$266K0.1%N/A0.000%
7/24/2025PDS Planning Inc1,971$527K0.0%+3.0%0.001%
7/24/2025JB Capital LLC4,102$1.10M0.1%+7.5%0.002%
7/24/2025Blue Trust Inc.5,261$1.41M0.0%+0.9%0.002%
7/24/2025Monument Capital Management1,556$416K0.1%+7.3%0.001%
7/24/20253Chopt Investment Partners LLC1,093$292K0.1%+4.7%0.000%
7/24/2025Total Wealth Planning & Management Inc.1,663$445K0.3%-6.2%0.001%
7/24/2025Commerzbank Aktiengesellschaft FI36,286$9.71M0.2%-1.0%0.016%
7/24/2025Stiles Financial Services Inc2,526$675K0.2%-1.7%0.001%
7/24/2025IFP Advisors Inc13,891$3.72M0.1%+1.6%0.006%
7/24/2025Callan Family Office LLC5,280$1.41M0.0%+203.8%0.002%
7/24/2025Blair William & Co. IL29,757$7.96M0.0%-3.2%0.013%
7/24/2025Weaver Capital Management LLC8,337$2.23M0.5%-3.8%0.004%
7/24/2025Copperwynd Financial LLC4,087$1.09M0.3%+1.6%0.002%
7/24/2025US Bancorp DE528,096$141.29M0.2%-0.8%0.235%
7/23/2025 Tectonic Advisors LLC8,376$2.24M0.1%-5.2%0.004%
7/23/2025 Maryland State Retirement & Pension System10,988$2.94M0.1%+2.9%0.005%
7/23/2025 Castle Rock Wealth Management LLC787$209K0.0%-10.3%0.000%
7/23/2025 Valmark Advisers Inc.1,137$304K0.0%-4.9%0.001%
7/23/2025 Northern Financial Advisors Inc6,699$1.79M1.3%+1.9%0.003%
7/23/2025 Louisiana State Employees Retirement System12,000$3.21M0.1%-1.6%0.005%
7/23/2025 Sax Wealth Advisors LLC2,071$554K0.0%N/A0.001%
7/23/2025 SGL Investment Advisors Inc.19,733$5.06M2.4%+1.8%0.009%
7/23/2025 Shell Asset Management Co.22,603$6.05M0.2%+50.3%0.010%
7/23/2025 Joel Isaacson & Co. LLC5,058$1.35M0.1%-0.9%0.002%
7/23/2025 Slow Capital Inc.15,379$4.11M0.5%-1.3%0.007%
7/23/2025 KLP Kapitalforvaltning AS80,679$21.59M0.1%+1.1%0.036%
7/23/2025 SteelPeak Wealth LLC25,897$6.93M0.3%+5.9%0.012%
7/23/2025 Prime Capital Investment Advisors LLC1,887$505K0.0%-8.6%0.001%
7/22/2025 Belpointe Asset Management LLC5,430$1.45M0.1%-20.5%0.002%
7/22/2025 Confluence Wealth Services Inc.1,038$278K0.0%-94.8%0.000%
7/22/2025 Appleton Partners Inc. MA1,682$450K0.0%-5.3%0.001%
7/22/2025 PUREfi Wealth LLC2,283$611K0.5%+39.8%0.001%
7/22/2025 Cullinan Associates Inc.23,311$6.24M0.4%+8.4%0.010%
7/22/2025 Valeo Financial Advisors LLC3,616,826$967.65M3.0%+71,265.9%1.607%
7/22/2025 Plimoth Trust Co. LLC5,287$1.41M0.3%+6.3%0.002%
7/22/2025 DAVENPORT & Co LLC4,460$1.19M0.0%+10.7%0.002%
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7/22/2025 Global Assets Advisory LLC877$235K0.1%-25.1%0.000%
7/22/2025 Grimes & Company Inc.2,441$653K0.0%-6.2%0.001%
7/22/2025 Merit Financial Group LLC15,688$4.20M0.0%+24.9%0.007%
7/22/2025 Legacy Trust963$258K0.1%-8.4%0.000%
7/22/2025 OLD National Bancorp IN5,536$1.48M0.0%+23.6%0.002%
7/22/2025 Capital City Trust Co. FL25,417$6.80M1.8%-0.2%0.011%
7/22/2025 Wealthcare Advisory Partners LLC1,320$353K0.0%-6.8%0.001%
7/22/2025 Berger Financial Group Inc3,114$833K0.1%-2.1%0.001%
7/22/2025 Talbot Financial LLC44,190$11.82M1.1%+17.2%0.020%
7/22/2025 Clarius Group LLC2,802$750K0.0%+5.0%0.001%
7/22/2025 Checchi Capital Advisers LLC3,116$834K0.0%-1.9%0.001%
7/22/2025 Elevate Capital Advisors LLC17,502$4.68M3.7%-5.7%0.008%
7/22/2025 Signature Wealth Management Partners LLC750$201K0.1%N/A0.000%
7/21/2025 Hennessy Advisors Inc.32,200$8.62M0.3%N/A0.014%
7/21/2025 QRG Capital Management Inc.113,504$30.37M0.3%+10.6%0.050%
7/21/2025 Cape ANN Savings Bank1,550$415K0.2%-3.1%0.001%
7/21/2025 Stock Yards Bank & Trust Co.4,781$1.28M0.0%+8.0%0.002%
7/21/2025 Ascent Group LLC6,959$1.86M0.1%+6.3%0.003%
7/21/2025 Ameritas Advisory Services LLC1,091$292K0.0%+36.2%0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,191$1.66M0.0%-5.9%0.003%
7/21/2025 Abacus Planning Group Inc.896$240K0.0%+12.0%0.000%
7/21/2025 Hilltop National Bank412$110K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.50,739$13.58M0.0%+11.5%0.023%
7/21/2025 Cornell Pochily Investment Advisors Inc.1,591$426K0.1%+14.5%0.001%
7/21/2025 J. Safra Sarasin Holding AG6,814$1.82M0.0%N/A0.003%
7/21/2025 Sageworth Trust Co of South Dakota2,308$617K0.7%-11.5%0.001%
7/21/2025 ASR Vermogensbeheer N.V.42,461$11.36M0.1%-0.4%0.019%
7/18/2025 Warren Street Wealth Advisors LLC938$251K0.1%+5.3%0.000%
7/18/2025 Naples Global Advisors LLC7,657$2.05M0.2%-1.6%0.003%
7/18/2025 Pure Financial Advisors LLC2,156$577K0.0%+105.3%0.001%
7/18/2025 Robeco Institutional Asset Management B.V.738,901$197.69M0.3%+86.5%0.327%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.45,699$12.23M0.9%-9.4%0.020%
7/18/2025 BSW Wealth Partners6,649$1.78M0.2%+2.6%0.003%
7/18/2025 USA Financial Formulas3,243$868K0.1%N/A0.001%
7/18/2025 Mountain Pacific Investment Advisers LLC1,870$500K0.0%+2.7%0.001%
7/18/2025 Heritage Financial Services LLC752$201K0.0%N/A0.000%
7/18/2025 First Pacific Financial15,668$4.19M0.6%+34,717.8%0.007%
7/18/2025 QTR Family Wealth LLC938$251K0.2%+15.9%0.000%
7/18/2025 Trust Co. of Vermont5,642$1.51M0.1%-0.8%0.002%
7/18/2025 Bartlett & CO. Wealth Management LLC40,794$10.92M0.2%-1.0%0.018%
7/18/2025 Childress Capital Advisors LLC1,143$306K0.1%+23.4%0.001%
7/18/2025 PFG Investments LLC3,704$991K0.1%+6.1%0.002%
7/18/2025 Truist Financial Corp144,241$38.59M0.1%-0.7%0.064%
7/17/2025 Park Place Capital Corp165$44K0.0%+33.1%0.000%
7/17/2025 Greenleaf Trust9,968$2.67M0.0%-6.7%0.004%
7/17/2025 Capital Investment Advisors LLC2,447$655K0.0%+2.2%0.001%
7/17/2025 HB Wealth Management LLC16,927$4.53M0.0%-3.9%0.007%
7/17/2025 Janney Montgomery Scott LLC200,547$53.66M0.1%-1.1%0.089%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH4,440$1.19M0.3%+218.5%0.002%
7/17/2025 GC Wealth Management RIA LLC1,818$486K0.0%N/A0.001%
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7/17/2025 Hanson & Doremus Investment Management4,803$1.29M0.2%-6.9%0.002%
7/17/2025 R.H. Investment Group LLC20,304$5.43M5.0%N/A0.009%
7/17/2025 V Square Quantitative Management LLC5,589$1.50M0.2%-0.9%0.002%
7/17/2025 Sound Income Strategies LLC217$58K0.0%+102.8%0.000%
7/17/2025 Smith Salley Wealth Management7,575$2.03M0.1%+3.5%0.003%
7/17/2025 Patton Albertson Miller Group LLC14,448$3.87M0.5%-31.7%0.006%
7/17/2025 Tritonpoint Wealth LLC1,094$293K0.0%+7.7%0.000%
7/17/2025 Guyasuta Investment Advisors Inc.5,165$1.38M0.1%+1.4%0.002%
7/17/2025 Avior Wealth Management LLC1,181$316K0.0%-10.2%0.001%
7/17/2025 LVW Advisors LLC3,465$927K0.1%+26.0%0.002%
(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, 1,633 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 1,374 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), Valeo Financial Advisors LLC ($3.61M), JPMorgan Chase & Co. ($3.16M), Bank of America Corp DE ($2.47M), GAMMA Investing LLC ($2.21M), FMR LLC ($1.80M), and Nuveen LLC ($1.11M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 33,139,757 shares in the last 24 months. This purchase volume represents approximately $8.18B in transactions.

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

Of the 754 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. ($485.64K), and Legal & General Group Plc ($442.73K).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 21,372,190 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 7/24/2025 by MarketBeat.com Staff
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