Free Trial
→ Trump’s Final Plan (From Porter & Company) (Ad) Buy TRV Stock  Free TRV Stock Alerts

Travelers Companies (TRV) Institutional Ownership

Travelers Companies logo
$258.53 -0.91 (-0.35%)
As of 02:21 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
82.45%
Number of
Institutional Buyers
(last 12 months)
889
Total
Institutional Inflows
(last 12 months)
$6.11B
Number of
Institutional Sellers
(last 12 months)
659
Total
Institutional Outflows
(last 12 months)
$4.75B
Get TRV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Travelers Companies stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TRV Institutional Buying and Selling by Quarter

Remove Ads

Travelers Companies Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP17,929$4.32M0.0%+15.9%0.008%
3/21/2025Prostatis Group LLC5,278$1.27M0.4%-1.0%0.002%
3/21/2025Nestegg Advisors Inc.1,202$302K0.3%N/A0.001%
3/19/2025DSG Capital Advisors LLC9,655$2.33M0.4%N/A0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC159,390$38.40M0.1%+21.3%0.070%
3/12/2025 Centaurus Financial Inc.2,440$588K0.0%-4.3%0.001%
3/6/2025 Wood Tarver Financial Group LLC137$33K0.0%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC876$209K0.1%-8.6%0.000%
3/4/2025 Siemens Fonds Invest GmbH5,719$1.38M0.1%-51.7%0.003%
2/28/2025 Park Square Financial Group LLC203$49K0.0%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.1,736$418K0.4%N/A0.001%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH276,017$66.49M0.1%N/A0.122%
2/27/2025Jefferies Financial Group Inc.1,428$344K0.0%-91.0%0.001%
2/26/2025 Yoffe Investment Management LLC3,987$960K1.4%N/A0.002%
2/25/2025 Heck Capital Advisors LLC3,851$928K0.1%N/A0.002%
2/25/2025 Leigh Baldwin & CO. LLC1,024$247K0.1%N/A0.000%
2/24/2025 Ameriflex Group Inc.106$26K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC1,674$403K0.1%+25.1%0.001%
2/21/2025 Ascent Group LLC5,252$1.27M0.1%+9.4%0.002%
2/21/2025 Putney Financial Group LLC110$26K0.0%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.761$183K0.1%N/A0.000%
2/21/2025 AlphaCore Capital LLC850$205K0.0%N/A0.000%
2/20/2025 Mackenzie Financial Corp198,144$47.73M0.1%-15.6%0.087%
2/20/2025 Forum Financial Management LP4,389$1.06M0.0%+2.5%0.002%
2/19/2025 Toronto Dominion Bank121,846$29.35M0.0%+6.9%0.054%
2/19/2025 Auxier Asset Management43,449$10.47M1.6%-7.5%0.019%
2/19/2025 Wilson & Boucher Capital Management LLC3,188$768K0.5%-5.9%0.001%
2/19/2025 Parr Mcknight Wealth Management Group LLC2,013$485K0.1%N/A0.001%
2/19/2025 Public Employees Retirement System of Ohio108,815$26.21M0.1%-6.1%0.048%
2/18/2025 Strait & Sound Wealth Management LLC1,043$251K0.1%-15.1%0.000%
2/18/2025 Sunbelt Securities Inc.1,191$286K0.0%-7.0%0.001%
2/18/2025 GTS Securities LLC1,194$288K0.0%-61.5%0.001%
2/18/2025 Fourth Dimension Wealth LLC165$40K0.0%N/A0.000%
2/18/2025 Vise Technologies Inc.4,346$1.05M0.1%+78.8%0.002%
2/18/2025 Connecticut Wealth Management LLC2,879$694K0.0%-10.8%0.001%
2/18/2025 JT Stratford LLC6,044$1.46M0.2%+0.8%0.003%
2/18/2025 Novem Group1,609$388K0.1%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC5,737$1.38M0.0%+63.9%0.003%
2/18/2025 Ames National Corp6,537$1.58M1.0%N/A0.003%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,712,620$653.44M0.2%+12.0%1.195%
AI Boom Takes a Shocking Turn… (Ad)

AI is Creating Fortunes… (but not where you think!) Bryce Paul and the team at Crypto101 just released a brand-new report…

The #1 AI Coin for 2025 (Click here to access it now)
2/17/2025 USS Investment Management Ltd39,586$9.54M0.1%-9.0%0.017%
2/17/2025 Waverly Advisors LLC3,885$936K0.0%+43.7%0.002%
2/17/2025 Worldquant Millennium Advisors LLC93,160$22.44M0.1%+662.6%0.041%
2/17/2025 William B. Walkup & Associates Inc.12,743$3.07M1.9%-0.4%0.006%
2/17/2025 Williams Jones Wealth Management LLC.2,163$521K0.0%-2.0%0.001%
2/17/2025 Woodline Partners LP251,812$60.66M0.4%N/A0.111%
2/17/2025 Zurich Insurance Group Ltd FI103,999$25.05M0.2%N/A0.046%
2/17/2025 Vident Advisory LLC5,797$1.40M0.0%+15.8%0.003%
2/17/2025 Spurstone Advisory Services LLC596$144K2.7%N/A0.000%
2/17/2025 Twinbeech Capital LP111,802$26.93M0.5%+2,485.6%0.049%
2/17/2025 Two Sigma Advisers LP9,300$2.24M0.0%-88.7%0.004%
2/17/2025 Two Sigma Investments LP8,004$1.93M0.0%-92.2%0.004%
2/17/2025 Tidal Investments LLC9,124$2.20M0.0%+22.8%0.004%
2/17/2025 Texas Bank & Trust Co4,727$1.14M0.5%N/A0.002%
2/17/2025 True Wealth Design LLC121$29K0.0%-30.5%0.000%
2/17/2025 State of Wyoming1,512$364K0.0%+80.6%0.001%
2/17/2025 Strategic Wealth Partners Ltd.836$203K0.0%N/A0.000%
2/17/2025 Toronto Dominion Bank121,846$29.35M0.0%+6.9%0.054%
2/17/2025 Snowden Capital Advisors LLC8,262$1.99M0.1%+24.4%0.004%
2/17/2025 Siemens Fonds Invest GmbH5,719$1.38M0.1%-51.7%0.003%
2/17/2025 SGL Investment Advisors Inc.19,889$4.79M2.5%+2.2%0.009%
2/17/2025 Shell Asset Management Co.15,454$3.72M0.2%-7.5%0.007%
2/17/2025 Silvercrest Asset Management Group LLC4,481$1.08M0.0%-2.7%0.002%
2/17/2025 Royal Bank of Canada524,639$126.38M0.0%-14.9%0.231%
2/17/2025 Rafferty Asset Management LLC80,097$19.30M0.1%+3.7%0.035%
2/17/2025 Raiffeisen Bank International AG33,646$8.07M0.1%N/A0.015%
2/17/2025 Point72 Asia Singapore Pte. Ltd.8,011$1.93M0.5%-12.5%0.004%
2/17/2025 Point72 Asset Management L.P.190,460$45.88M0.1%-18.9%0.084%
2/17/2025 Polar Capital Holdings Plc510,000$122.85M0.7%-1.9%0.225%
2/17/2025 ProShare Advisors LLC198,860$47.90M0.1%+36.8%0.088%
2/17/2025 Quadcap Wealth Management LLC5,777$1.39M0.2%-3.0%0.003%
2/17/2025 Quantinno Capital Management LP19,629$4.73M0.0%+48.3%0.009%
2/17/2025 Pathstone Holdings LLC36,989$8.91M0.0%-30.8%0.016%
2/17/2025 Mufg Securities Americas Inc.3,352$807K0.1%N/A0.001%
2/17/2025 Man Group plc11,995$2.89M0.0%-66.4%0.005%
2/17/2025 Nissay Asset Management Corp Japan ADV28,129$6.79M0.0%-1.7%0.012%
2/17/2025 Nomura Holdings Inc.48,919$11.78M0.0%N/A0.022%
2/17/2025 Nearwater Capital Markets Ltd65,000$15.66M0.4%N/A0.029%
2/17/2025 NorthRock Partners LLC3,185$767K0.0%N/A0.001%
2/17/2025 Nuveen Asset Management LLC1,222,053$294.38M0.1%-4.2%0.538%
2/17/2025 OMERS ADMINISTRATION Corp15,040$3.62M0.0%-11.7%0.007%
2/17/2025 Obermeyer Wealth Partners1,346$324K0.0%+32.9%0.001%
2/17/2025 Minot DeBlois Advisors LLC3,481$839K0.8%N/A0.002%
2/17/2025 NDVR Inc.1,301$313K0.3%+6.1%0.001%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.51,589$12.43M0.0%-0.8%0.023%
2/17/2025 Lazard Asset Management LLC4,760$1.15M0.0%+52.2%0.002%
2/17/2025 Leigh Baldwin & CO. LLC246,634$5.94M0.0%N/A0.109%
2/17/2025 Logan Capital Management Inc.800$193K0.0%-15.8%0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC9,082$2.19M0.1%-2.6%0.004%
2/17/2025 Lighthouse Investment Partners LLC119,130$28.70M0.9%+1,482.9%0.052%
AI Boom Takes a Shocking Turn… (Ad)

AI is Creating Fortunes… (but not where you think!) Bryce Paul and the team at Crypto101 just released a brand-new report…

The #1 AI Coin for 2025 (Click here to access it now)
2/17/2025 Investment Management Corp of Ontario26,585$6.40M0.2%+5.5%0.012%
2/17/2025 Jacobs Levy Equity Management Inc.1,094,407$263.63M0.9%+0.8%0.482%
2/17/2025 Janus Henderson Group PLC331,325$79.82M0.0%-2.5%0.146%
2/17/2025Jefferies Financial Group Inc.1,428$344K0.0%-91.0%0.001%
2/17/2025 Junto Capital Management LP237,549$57.22M1.1%N/A0.105%
2/17/2025 Humankind Investments LLC944$227K0.1%-11.9%0.000%
2/17/2025 Guardian Wealth Advisors LLC NC2,864$690K0.1%+5.1%0.001%
2/17/2025 Gen Wealth Partners Inc5,048$1.22M0.5%-4.4%0.002%
2/17/2025 Focus Partners Wealth16,314$3.96M0.0%+16.7%0.007%
2/17/2025 Fullerton Fund Management Co Ltd.2,871$692K0.0%-11.1%0.001%
(Data available from 1/1/2016 forward)

Remove Ads

TRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRV shares?

During the previous two years, 1,549 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 1,277 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), FMR LLC ($1.80M), Balyasny Asset Management L.P. ($1.04M), and International Assets Investment Management LLC ($992.26K).

How much institutional buying is happening at Travelers Companies?

Institutional investors have bought a total of 45,090,220 shares in the last 24 months. This purchase volume represents approximately $9.44B in transactions.

Which Travelers Companies major shareholders have been selling company stock?

Of the 922 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 41,957,566 shares in the last 24 months. This volume of shares sold represents approximately $8.49B in transactions.


Related Companies

This page (NYSE:TRV) was last updated on 3/25/2025 by MarketBeat.com Staff
From Our Partners
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored