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Travelers Companies (TRV) Institutional Ownership

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$239.65 -2.72 (-1.12%)
As of 01/17/2025 03:59 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)
778
Total
Institutional Inflows
(last 12 months)
$3.71B
Number of
Institutional Sellers
(last 12 months)
561
Total
Institutional Outflows
(last 12 months)
$2.92B
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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
1/17/2025 Avior Wealth Management LLC1,400$337K0.0%+15.2%0.001%
1/17/2025 Mutual Advisors LLC2,054$498K0.0%+6.8%0.001%
1/17/2025 Wesbanco Bank Inc.1,745$420K0.0%-36.4%0.001%
1/17/2025 Janney Montgomery Scott LLC204,059$49.16M0.1%+2.0%0.090%
1/17/2025 Bartlett & CO. Wealth Management LLC41,239$9.93M0.1%-0.8%0.018%
1/17/2025 SG Americas Securities LLC8,276$1.99M0.0%-60.4%0.004%
1/17/2025 Marino Stram & Associates LLC1,118$269K0.1%+5.4%0.000%
1/17/2025 Daymark Wealth Partners LLC107,242$25.83M0.9%+0.1%0.047%
1/17/2025 Global Trust Asset Management LLC1,334$321K0.1%+17.2%0.001%
1/17/2025 Advisory Alpha LLC1,404$338K0.0%N/A0.001%
1/17/2025 Dakota Wealth Management7,951$1.92M0.0%-2.3%0.004%
1/17/2025 Nisa Investment Advisors LLC89,334$21.52M0.1%-0.6%0.039%
1/17/2025 Simon Quick Advisors LLC1,551$374K0.0%+9.1%0.001%
1/17/2025 Atomi Financial Group Inc.2,785$671K0.0%+14.0%0.001%
1/16/2025 Lmcg Investments LLC2,315$558K0.0%-15.2%0.001%
1/16/2025 Legal Advantage Investments Inc.1,379$332K0.2%+37.9%0.001%
1/16/2025 Crossmark Global Holdings Inc.10,287$2.48M0.0%-22.0%0.005%
1/16/2025 Mitchell & Pahl Private Wealth LLC3,346$806K0.4%-4.2%0.001%
1/16/2025 Ballentine Partners LLC12,648$3.05M0.1%+22.8%0.006%
1/16/2025 Pure Financial Advisors LLC832$200K0.0%N/A0.000%
1/16/2025 Sky Investment Group LLC2,291$552K0.1%-10.7%0.001%
1/16/2025 Union Savings Bank4,543$1.09M0.5%-3.8%0.002%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.7,612$1.83M0.4%-7.3%0.003%
1/16/2025 MassMutual Private Wealth & Trust FSB1,163$280K0.0%+106.9%0.001%
1/16/2025 UMB Bank n.a.112,264$27.04M0.4%-2.7%0.049%
1/16/2025 Wooster Corthell Wealth Management Inc.2,461$593K0.1%N/A0.001%
1/16/2025 Thrive Wealth Management LLC850$205K0.0%N/A0.000%
1/16/2025 Trueblood Wealth Management LLC2,203$531K0.3%+21.9%0.001%
1/16/2025 Financial Freedom LLC464$112K0.1%-14.4%0.000%
1/16/2025 Lincoln Capital LLC14,669$3.53M0.7%-0.6%0.006%
1/16/2025 Diversify Wealth Management LLC914$212K0.0%N/A0.000%
1/16/2025 City Holding Co.641$154K0.0%+36.1%0.000%
1/16/2025 Grove Bank & Trust644$155K0.0%+57.5%0.000%
1/16/2025 Ballast Inc.6,822$1.64M0.5%-4.0%0.003%
1/16/2025 Steigerwald Gordon & Koch Inc.95,927$23.11M2.6%-0.6%0.042%
1/16/2025 Liberty One Investment Management LLC20,290$4.89M0.5%+4.3%0.009%
1/16/2025 Kelly Financial Services LLC20,211$4.87M1.5%N/A0.009%
1/15/2025 Aaron Wealth Advisors LLC1,130$272K0.0%+17.6%0.000%
1/15/2025 HB Wealth Management LLC13,563$3.27M0.0%+14.6%0.006%
1/15/2025 Trust Co. of Vermont5,490$1.32M0.1%-2.7%0.002%
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1/15/2025 Sanibel Captiva Trust Company Inc.2,196$529K0.0%+2.2%0.001%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.2,899$698K0.1%-15.2%0.001%
1/15/2025 Sax Wealth Advisors LLC1,989$479K0.0%N/A0.001%
1/15/2025 Somerset Trust Co918$221K0.1%+5.2%0.000%
1/15/2025 Merit Financial Group LLC5,034$1.21M0.0%+30.9%0.002%
1/15/2025 Wealthcare Advisory Partners LLC1,589$383K0.0%+19.0%0.001%
1/15/2025 Avanza Fonder AB19,255$4.64M0.1%N/A0.008%
1/15/2025 Procyon Advisors LLC17,777$4.28M0.3%+4.4%0.008%
1/15/2025 Everpar Advisors LLC1,227$296K0.1%+7.0%0.001%
1/15/2025 Empirical Asset Management LLC16,042$3.86M0.1%+7.3%0.007%
1/15/2025 Eagle Rock Investment Company LLC13,311$3.21M0.5%-18.5%0.006%
1/15/2025 Ritholtz Wealth Management35,035$8.44M0.2%+2.4%0.015%
1/15/2025 Carnegie Investment Counsel12,909$3.11M0.1%-0.5%0.006%
1/15/2025 Gateway Investment Advisers LLC31,882$7.68M0.1%-0.5%0.014%
1/15/2025 Hennion & Walsh Asset Management Inc.13,001$3.13M0.1%-4.8%0.006%
1/14/2025 Rovin Capital UT ADV844$203K0.1%N/A0.000%
1/14/2025 Sawyer & Company Inc19,029$4.58M1.7%-11.1%0.008%
1/14/2025 Pinnacle Bancorp Inc.3,318$799K0.3%-4.9%0.001%
1/14/2025 Burney Co.11,684$2.82M0.1%+1.6%0.005%
1/14/2025 Acropolis Investment Management LLC11,948$2.88M0.2%-0.8%0.005%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.549$132K0.0%+27.1%0.000%
1/14/2025 Park Avenue Securities LLC9,978$2.40M0.0%+46.8%0.004%
1/14/2025 Kathmere Capital Management LLC4,667$1.12M0.1%+12.9%0.002%
1/14/2025 Assenagon Asset Management S.A.257,047$61.92M0.1%+202.3%0.113%
1/14/2025 Fifth Third Wealth Advisors LLC3,914$943K0.1%+13.4%0.002%
1/14/2025 R.H. Investment Group LLC20,211$4.87M4.6%N/A0.009%
1/14/2025 Fiduciary Financial Group LLC1,380$321K0.1%-4.2%0.001%
1/14/2025 Quad Cities Investment Group LLC2,420$583K0.3%+12.5%0.001%
1/13/2025 Exeter Financial LLC10,661$2.57M1.2%+0.8%0.005%
1/13/2025 Gunderson Capital Management Inc.15,846$3.82M1.9%N/A0.007%
1/13/2025 Peddock Capital Advisors LLC11,000$2.65M0.6%+0.5%0.005%
1/13/2025 Courier Capital LLC6,243$1.50M0.1%-1.7%0.003%
1/13/2025 Pallas Capital Advisors LLC1,540$371K0.0%+7.9%0.001%
1/13/2025 Miracle Mile Advisors LLC17,463$4.21M0.1%+3.2%0.008%
1/13/2025 Kwmg LLC26,851$6.47M0.7%-4.0%0.012%
1/13/2025 Eastern Bank3,121$752K0.0%+16.1%0.001%
1/13/2025 Claro Advisors LLC6,217$1.50M0.2%-3.5%0.003%
1/13/2025 Moody National Bank Trust Division6,593$1.59M0.2%-5.8%0.003%
1/13/2025 Wedmont Private Capital2,636$613K0.0%+8.7%0.001%
1/13/2025 Talbot Financial LLC66,743$16.08M1.9%+2.6%0.029%
1/13/2025 Salem Investment Counselors Inc.905$218K0.0%+5.1%0.000%
1/13/2025 Agate Pass Investment Management LLC3,575$861K0.4%N/A0.002%
1/13/2025 Eagle Bay Advisors LLC649$156K0.1%-19.7%0.000%
1/13/2025 Capital Investment Advisors LLC1,509$363K0.0%+7.1%0.001%
1/13/2025 Brookstone Capital Management1,628$392K0.0%+13.2%0.001%
1/13/2025 Fiduciary Alliance LLC905$218K0.0%N/A0.000%
1/13/2025 Aprio Wealth Management LLC1,075$259K0.0%+10.4%0.000%
1/13/2025 Czech National Bank49,223$11.86M0.1%+6.0%0.022%
1/10/2025 LVM Capital Management Ltd. MI3,256$784K0.1%-3.5%0.001%
1/10/2025 Harbor Capital Advisors Inc.5,428$1.31M0.1%+1.1%0.002%
Stunning Trump Exec Order Leaked (Ad)

This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)...

I put all the details together for you here — but please hurry. 
1/10/2025 ORG Wealth Partners LLC340$82K0.0%+16.4%0.000%
1/10/2025 ST Germain D J Co. Inc.1,393$336K0.0%+20.0%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC131,097$30.69M0.1%-0.2%0.058%
1/10/2025 ORG Partners LLC842$203K0.0%+119.8%0.000%
1/10/2025 Baker Tilly Wealth Management LLC4,097$987K0.4%+9.4%0.002%
1/8/2025 Legacy Private Trust Co.1,368$330K0.0%-14.7%0.001%
1/8/2025 Fulton Bank N.A.14,288$3.44M0.1%-6.4%0.006%
1/8/2025 International Assets Investment Management LLC2,044$492K0.0%-99.6%0.001%
1/7/2025 Bank & Trust Co8,354$2.01M1.7%-1.9%0.004%
1/7/2025 Diversified Trust Co13,092$3.15M0.1%-15.3%0.006%
(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, 1,424 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($4.89B), State Street Corp ($3.64B), BlackRock Inc. ($3.49B), FMR LLC ($3.29B), JPMorgan Chase & Co. ($2.73B), Massachusetts Financial Services Co. MA ($1.59B), and Price T Rowe Associates Inc. MD ($1.29B).Learn more on TRV's 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 1,168 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: JPMorgan Chase & Co. ($3.16M), Envestnet Asset Management Inc. ($2.47M), FMR LLC ($1.57M), Norges Bank ($1.48M), International Assets Investment Management LLC ($994.82K), Acadian Asset Management LLC ($836.08K), and Price T Rowe Associates Inc. MD ($829.92K).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 36,090,068 shares in the last 24 months. This purchase volume represents approximately $7.02B in transactions.

Which Travelers Companies major shareholders have been selling company stock?

Of the 857 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: FMR LLC ($6.00M), Price T Rowe Associates Inc. MD ($2.34M), Envestnet Asset Management Inc. ($2.19M), Nuance Investments LLC ($1.83M), Capital International Investors ($1.82M), JPMorgan Chase & Co. ($1.76M), and First Eagle Investment Management LLC ($1.24M).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 35,132,976 shares in the last 24 months. This volume of shares sold represents approximately $6.68B in transactions.


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This page (NYSE:TRV) was last updated on 1/20/2025 by MarketBeat.com Staff
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