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Travelers Companies (TRV) Institutional Ownership

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$249.68 -1.16 (-0.46%)
As of 03:38 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)
903
Total
Institutional Inflows
(last 12 months)
$6.85B
Number of
Institutional Sellers
(last 12 months)
675
Total
Institutional Outflows
(last 12 months)
$4.68B
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TRV Institutional Buying and Selling by Quarter

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Travelers Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Northeast Investment Management1,900$502K0.0%-2.2%0.001%
4/15/2025CX Institutional1,792$474K0.0%-92.0%0.001%
4/15/2025Assenagon Asset Management S.A.492,590$130.27M0.2%+91.6%0.217%
4/15/2025MV Capital Management Inc.663$175K0.0%-27.5%0.000%
4/15/2025Trueblood Wealth Management LLC1,528$404K0.2%-30.6%0.001%
4/15/2025Handelsbanken Fonder AB58,006$15.34M0.1%+5.3%0.026%
4/15/2025BFI Infinity Ltd.1,840$487K0.5%N/A0.001%
4/15/2025SG Americas Securities LLC258,248$68.30M0.2%+3,020.4%0.114%
4/15/2025Central Valley Advisors LLC833$220K0.1%-54.5%0.000%
4/15/2025Avanza Fonder AB16,552$4.38M0.1%-14.0%0.007%
4/15/2025Walker Asset Management LLC812$215K0.1%N/A0.000%
4/15/2025Fiduciary Financial Group LLC1,246$305K0.1%-9.7%0.001%
4/15/2025 GAMMA Investing LLC8,332$2.20M0.2%+18.1%0.004%
4/15/2025Wealthcare Advisory Partners LLC1,417$375K0.0%-10.8%0.001%
4/14/2025Harbor Capital Advisors Inc.4,957$1.31M0.1%-8.7%0.002%
4/14/2025Yousif Capital Management LLC33,583$8.88M0.1%-2.1%0.015%
4/14/2025Olstein Capital Management L.P.30,000$7.93M1.5%-6.3%0.013%
4/14/2025Parisi Gray Wealth Management768$203K0.1%N/A0.000%
4/14/2025Bruce G. Allen Investments LLC600$159K0.1%-7.7%0.000%
4/14/2025Pallas Capital Advisors LLC5,035$1.33M0.1%+226.9%0.002%
4/14/2025WFA Asset Management Corp2,307$610K0.4%-1.8%0.001%
4/14/2025Farther Finance Advisors LLC3,653$966K0.0%+40.3%0.002%
4/14/2025City Holding Co.471$125K0.0%-26.5%0.000%
4/14/2025Daymark Wealth Partners LLC107,328$28.38M1.0%+0.1%0.047%
4/14/2025 Portside Wealth Group LLC788$208K0.0%N/A0.000%
4/14/2025Foundation Resource Management Inc.2,286$605K0.1%-13.4%0.001%
4/14/2025Courier Capital LLC6,018$1.59M0.1%-3.6%0.003%
4/14/2025First Citizens Bank & Trust Co.826$218K0.0%N/A0.000%
4/14/2025Abacus Planning Group Inc.800$212K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC2,394$633K0.0%+58.6%0.001%
4/14/2025Park Avenue Securities LLC12,499$3.31M0.0%+25.3%0.006%
4/14/2025OLD National Bancorp IN4,478$1.18M0.0%-22.7%0.002%
4/14/2025Barden Capital Management Inc.5,167$1.37M1.2%+1.1%0.002%
4/14/2025Miracle Mile Advisors LLC17,400$4.60M0.1%-0.4%0.008%
4/14/2025Revolve Wealth Partners LLC902$239K0.0%-21.3%0.000%
4/14/2025Wedmont Private Capital2,978$730K0.0%+13.0%0.001%
4/14/2025UMB Bank n.a.25,307$6.69M0.1%-77.5%0.011%
4/14/2025Sivia Capital Partners LLC1,760$465K0.2%N/A0.001%
4/11/2025 Towneley Capital Management Inc DE912$241K0.1%N/A0.000%
4/11/2025 Gateway Investment Advisers LLC32,316$8.55M0.1%+1.4%0.014%
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4/11/2025 First Affirmative Financial Network911$241K0.1%-15.1%0.000%
4/11/2025 Eagle Rock Investment Company LLC10,425$2.76M0.5%-21.7%0.005%
4/11/2025 SeaCrest Wealth Management LLC1,876$496K0.1%-10.4%0.001%
4/11/2025 Procyon Advisors LLC18,718$4.95M0.3%+5.3%0.008%
4/11/2025 E. Ohman J or Asset Management AB9,892$2.62M0.1%-3.4%0.004%
4/11/2025 Vest Financial LLC115,539$30.56M0.5%N/A0.051%
4/10/2025 Breakwater Capital Group1,076$285K0.1%+6.4%0.000%
4/10/2025 Retirement Planning Group LLC1,303$345K0.0%+44.8%0.001%
4/10/2025 Thrive Wealth Management LLC795$210K0.0%-6.5%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.753$199K0.0%+37.2%0.000%
4/10/2025 Steigerwald Gordon & Koch Inc.95,012$25.13M2.8%-1.0%0.042%
4/10/2025 Naples Global Advisors LLC7,782$2.06M0.2%-2.7%0.003%
4/10/2025 Beacon Financial Group6,784$1.79M0.2%-2.7%0.003%
4/10/2025 Warren Street Wealth Advisors LLC891$236K0.1%N/A0.000%
4/10/2025 Clare Market Investments LLC2,802$741K0.2%N/A0.001%
4/10/2025 Nixon Peabody Trust Co.2,404$636K0.1%-19.2%0.001%
4/10/2025 Strategic Planning Group LLC18,834$4.98M1.0%+11.8%0.008%
4/10/2025 Hennion & Walsh Asset Management Inc.12,051$3.19M0.1%-7.3%0.005%
4/10/2025 Unigestion Holding SA3,892$1.03M0.1%+121.4%0.002%
4/10/2025 Legacy Financial Group LLC2,388$631K0.1%-8.4%0.001%
4/9/2025 Bank & Trust Co8,105$2.14M1.7%-3.0%0.004%
4/9/2025 Sentry Investment Management LLC660$175K0.1%-23.0%0.000%
4/9/2025 Kwmg LLC26,746$7.07M0.7%-0.4%0.012%
4/9/2025 RFG Advisory LLC869$230K0.0%N/A0.000%
4/9/2025 Fulton Bank N.A.13,579$3.59M0.1%-5.0%0.006%
4/9/2025 ST Germain D J Co. Inc.999$264K0.0%-28.3%0.000%
4/9/2025 Merit Financial Group LLC12,556$3.32M0.0%+149.4%0.006%
4/9/2025 Baxter Bros Inc.971$257K0.0%-9.3%0.000%
4/9/2025 Harbor Investment Advisory LLC531$140K0.0%+33.4%0.000%
4/9/2025 Milestone Asset Management LLC6,617$1.75M0.4%-75.6%0.003%
4/9/2025 Shulman DeMeo Asset Management LLC1,020$270K0.1%N/A0.000%
4/9/2025 Quad Cities Investment Group LLC2,587$684K0.3%+6.9%0.001%
4/9/2025 NBC Securities Inc.2,999$793K0.1%+99,866.7%0.001%
4/9/2025 Fiduciary Alliance LLC847$224K0.0%-6.4%0.000%
4/9/2025 Baker Tilly Wealth Management LLC4,161$1.10M0.4%+1.6%0.002%
4/9/2025 Gunderson Capital Management Inc.17,143$4.53M2.9%+8.2%0.008%
4/9/2025 Talbot Financial LLC37,708$9.97M1.2%-43.5%0.017%
4/9/2025 Czech National Bank52,075$13.77M0.1%+5.8%0.023%
4/8/2025 Rhumbline Advisers440,167$116.41M0.1%+2.1%0.194%
4/8/2025 Fifth Third Wealth Advisors LLC4,077$1.08M0.1%+4.2%0.002%
4/8/2025 Asset Allocation & Management Company LLC790$209K0.1%N/A0.000%
4/8/2025 Investors Research Corp991$262K0.1%-16.4%0.000%
4/8/2025 New Hampshire Trust1,276$337K0.1%-3.4%0.001%
4/8/2025 Winthrop Advisory Group LLC808$214K0.0%N/A0.000%
4/8/2025 Somerset Trust Co1,285$340K0.1%+40.0%0.001%
4/8/2025 Burns J W & Co. Inc. NY3,372$892K0.1%-1.5%0.001%
4/8/2025 Parallel Advisors LLC6,645$1.76M0.0%-5.2%0.003%
4/7/2025 Summit Global Investments13,156$3.48M0.3%N/A0.006%
4/7/2025 GAMMA Investing LLC2,203,481$582.73M0.1%+31,132.9%0.972%
4/7/2025 AdvisorNet Financial Inc1,728$457K0.0%-2.5%0.001%
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4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO819$217K0.1%N/A0.000%
4/4/2025 Exeter Financial LLC10,742$2.84M1.3%+0.8%0.005%
4/4/2025 Webster Bank N. A.8,919$2.36M0.3%-4.3%0.004%
4/4/2025 Quent Capital LLC1,115$295K0.0%-18.2%0.000%
4/4/2025 Moody National Bank Trust Division6,515$1.72M0.2%-1.2%0.003%
4/4/2025 Agate Pass Investment Management LLC6,575$1.74M0.7%+83.9%0.003%
4/4/2025 Legacy Private Trust Co.1,208$319K0.0%-11.7%0.001%
4/3/2025 Versant Capital Management Inc427$113K0.0%+69.4%0.000%
4/2/2025 Park National Corp OH2,540$672K0.0%-14.0%0.001%
4/2/2025 Marcum Wealth LLC2,889$764K0.1%-1.6%0.001%
(Data available from 1/1/2016 forward)

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TRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRV shares?

During the previous two years, 1,562 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($5.21B), State Street Corp ($3.64B), BlackRock Inc. ($3.49B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($1.78B), Massachusetts Financial Services Co. MA ($1.45B), and Geode Capital Management LLC ($1.27B).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 1,291 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), Envestnet Asset Management Inc. ($2.45M), GAMMA Investing LLC ($2.20M), FMR LLC ($1.80M), and Balyasny Asset Management L.P. ($1.04M).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 47,880,331 shares in the last 24 months. This purchase volume represents approximately $10.19B in transactions.

Which Travelers Companies major shareholders have been selling company stock?

Of the 933 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. ($6.03M), FMR LLC ($6.00M), Price T Rowe Associates Inc. MD ($2.34M), Envestnet Asset Management Inc. ($2.19M), Capital International Investors ($1.82M), Massachusetts Financial Services Co. MA ($1.64M), and Nuance Investments LLC ($1.43M).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 42,083,200 shares in the last 24 months. This volume of shares sold represents approximately $8.53B in transactions.


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This page (NYSE:TRV) was last updated on 4/15/2025 by MarketBeat.com Staff
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