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Travelers Companies (TRV) Institutional Ownership

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$268.67 -0.64 (-0.24%)
Closing price 03:59 PM Eastern
Extended Trading
$268.50 -0.17 (-0.06%)
As of 05:52 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)
1060
Total
Institutional Inflows
(last 12 months)
$9.51B
Number of
Institutional Sellers
(last 12 months)
799
Total
Institutional Outflows
(last 12 months)
$5.79B
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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
8/14/2025Fayez Sarofim & Co7,573$2.03M0.0%-1.5%0.003%
8/14/2025State Street Corp15,621,005$4.18B0.2%-0.4%6.939%
8/14/2025Daiwa Securities Group Inc.116,157$31.08M0.1%+5.1%0.052%
8/14/2025Prestige Wealth Management Group LLC558$149K0.0%+78.8%0.000%
8/14/2025Gerber Kawasaki Wealth & Investment Management915$245K0.0%-14.5%0.000%
8/14/2025SVB Wealth LLC1,355$363K0.0%-58.4%0.001%
8/14/2025L2 Asset Management LLC1,003$268K0.0%+5.2%0.000%
8/14/2025WINTON GROUP Ltd1,429$382K0.0%N/A0.001%
8/14/2025Natixis9,588$2.57M0.0%-85.4%0.004%
8/14/2025Ossiam15,951$4.27M0.0%+120.2%0.007%
8/14/2025Bank of Nova Scotia98,589$26.38M0.1%-27.9%0.044%
8/14/2025Baker Avenue Asset Management LP14,230$3.81M0.1%+0.3%0.006%
8/14/2025California Public Employees Retirement System874,012$233.83M0.1%-12.3%0.388%
8/14/2025Cerity Partners LLC102,911$27.53M0.0%+16.4%0.046%
8/14/2025Federated Hermes Inc.806,535$215.78M0.4%+8.5%0.358%
8/13/2025Gabelli Funds LLC63,500$16.99M0.1%-1.6%0.028%
8/13/2025Cary Street Partners Investment Advisory LLC727$195K0.1%+11.8%0.000%
8/13/2025StoneX Group Inc.2,472$662K0.0%-6.6%0.001%
8/13/2025SageView Advisory Group LLC950$242K0.0%+4.9%0.000%
8/13/2025Cresset Asset Management LLC18,692$5.00M0.0%-3.2%0.008%
8/13/2025Brown Advisory Inc.36,437$9.75M0.0%+0.2%0.016%
8/13/2025Amundi1,226,310$315.58M0.1%+17.9%0.545%
8/13/2025Epoch Investment Partners Inc.119,128$31.87M0.2%-3.8%0.053%
8/13/2025Dodge & Cox103,926$27.80M0.0%-2.7%0.046%
8/13/2025Great Diamond Partners LLC752$201K0.0%-11.6%0.000%
8/13/2025Baird Financial Group Inc.60,007$16.05M0.0%-30.9%0.027%
8/13/2025Dynamic Wealth Strategies LLC972$260K0.2%-16.2%0.000%
8/13/2025First Trust Advisors LP1,460,477$390.74M0.3%+21.5%0.649%
8/13/2025Guggenheim Capital LLC28,579$7.65M0.1%-12.7%0.013%
8/13/2025EverSource Wealth Advisors LLC2,052$549K0.0%+95.4%0.001%
8/13/2025Invesco Ltd.1,547,778$414.09M0.1%+14.4%0.687%
8/13/20251832 Asset Management L.P.8,629$2.31M0.0%+1.7%0.004%
8/13/2025CW Advisors LLC17,969$4.81M0.0%+51.4%0.008%
8/13/2025Benedict Financial Advisors Inc.35,597$9.52M2.2%-0.8%0.016%
8/13/2025JT Stratford LLC6,989$1.87M0.3%+21.6%0.003%
8/13/2025PharVision Advisers LLC829$222K0.3%N/A0.000%
8/13/2025Twin Peaks Wealth Advisors LLC113$30K0.0%N/A0.000%
8/13/2025Groupe la Francaise30,427$8.11M0.1%+18.3%0.014%
8/13/2025Granite Investment Partners LLC10,490$2.81M0.1%-5.0%0.005%
8/13/2025Beacon Pointe Advisors LLC18,890$5.05M0.1%-6.8%0.008%
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8/13/2025Arjuna Capital17,662$4.73M1.2%-4.4%0.008%
8/13/2025Blueshift Asset Management LLC2,903$777K0.2%+44.1%0.001%
8/13/2025Arrowstreet Capital Limited Partnership701,442$187.66M0.1%-5.0%0.312%
8/13/2025Westerkirk Capital Inc.4,100$1.10M0.1%N/A0.002%
8/13/2025M&T Bank Corp102,533$27.43M0.1%-1.4%0.046%
8/13/2025Fisher Asset Management LLC1,834$491K0.0%+20.8%0.001%
8/13/2025Shelton Capital Management53,116$14.21M0.3%+3.7%0.024%
8/13/2025Panagora Asset Management Inc.243,966$65.27M0.3%+5.1%0.108%
8/13/2025Smith Moore & CO.945$253K0.0%-38.0%0.000%
8/13/2025VestGen Advisors LLC1,210$324K0.0%+6.0%0.001%
8/13/2025Lido Advisors LLC12,332$3.30M0.0%+53.2%0.005%
8/13/2025Leuthold Group LLC15,907$4.26M0.5%-1.3%0.007%
8/13/2025First National Advisers LLC8,751$2.34M0.3%+1.0%0.004%
8/13/2025Legacy Capital Wealth Partners LLC3,447$922K0.2%-5.0%0.002%
8/13/2025New York State Common Retirement Fund286,941$76.77M0.1%-1.1%0.127%
8/13/2025West Family Investments Inc.2,061$551K0.1%+30.4%0.001%
8/13/2025Williamson Legacy Group LLC3,679$984K0.8%N/A0.002%
8/13/2025Schroder Investment Management Group104,633$27.99M0.0%+4.5%0.046%
8/13/2025Mackenzie Financial Corp217,440$58.17M0.1%-1.0%0.097%
8/13/2025Skandinaviska Enskilda Banken AB publ 51,517$13.78M0.1%-24.5%0.023%
8/13/2025Virtus Investment Advisers LLC5,347$1.43M0.5%-6.5%0.002%
8/13/2025Colonial Trust Advisors113$30K0.0%-46.2%0.000%
8/13/2025Norges Bank3,046,321$815.01M0.1%N/A1.353%
8/13/2025Measured Wealth Private Client Group LLC2,665$713K0.2%+28.0%0.001%
8/13/2025Scotia Capital Inc.1,449$388K0.0%+26.8%0.001%
8/13/2025Level Four Advisory Services LLC2,996$802K0.0%-2.3%0.001%
8/13/2025Hsbc Holdings PLC849,624$226.88M0.1%-4.5%0.377%
8/13/2025Northwestern Mutual Wealth Management Co.26,037$6.97M0.0%+5.8%0.012%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC6,080$1.63M0.0%N/A0.003%
8/13/2025State Board of Administration of Florida Retirement System216,780$58.00M0.1%+1.1%0.096%
8/13/2025Johnson Financial Group Inc.7,247$1.94M0.1%+6.4%0.003%
8/13/2025Korea Investment CORP145,753$39.00M0.1%+5.1%0.065%
8/13/2025United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,500$936K0.0%N/A0.002%
8/13/2025Quadrant Capital Group LLC6,478$1.73M0.1%+30.7%0.003%
8/13/2025Vinva Investment Management Ltd20,924$5.51M0.1%-5.8%0.009%
8/13/2025Garner Asset Management Corp10,768$2.88M1.3%-14.5%0.005%
8/13/2025Te Ahumairangi Investment Management Ltd25,937$6.94M1.2%+4.9%0.012%
8/13/2025Employees Retirement System of Texas1,836$491K0.0%N/A0.001%
8/13/2025Choreo LLC15,057$4.03M0.1%+1.0%0.007%
8/13/2025Northwest & Ethical Investments L.P.73,436$19.65M0.5%-5.2%0.033%
8/13/2025Russell Investments Group Ltd.563,637$150.59M0.2%-7.0%0.250%
8/12/2025 Inceptionr LLC2,351$629K0.1%N/A0.001%
8/12/2025 Boston Partners1,080,347$289.02M0.3%-10.8%0.480%
8/12/2025 J.W. Cole Advisors Inc.11,139$2.98M0.1%+94.3%0.005%
8/12/2025 SlateStone Wealth LLC5,801$1.55M0.1%+4.7%0.003%
8/12/2025 Associated Banc Corp2,734$731K0.0%+1.4%0.001%
8/12/2025 Elo Mutual Pension Insurance Co27,917$7.47M0.2%-3.8%0.012%
8/12/2025 Financial Advocates Investment Management780$209K0.0%-26.8%0.000%
8/12/2025 Southeast Asset Advisors LLC1,700$455K0.1%N/A0.001%
8/12/2025 Laurel Wealth Advisors LLC36,921$9.88M0.0%+26,654.3%0.016%
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8/12/2025 RiverFront Investment Group LLC2,662$712K0.0%+84.7%0.001%
8/12/2025 NDVR Inc.1,308$350K0.3%+5.1%0.001%
8/12/2025 Steward Partners Investment Advisory LLC20,404$5.46M0.0%-4.9%0.009%
8/12/2025 Quadcap Wealth Management LLC7,379$1.97M0.3%+29.4%0.003%
8/12/2025 Insigneo Advisory Services LLC2,536$678K0.1%-4.1%0.001%
8/12/2025 Summit Global Investments7,663$2.05M0.1%-41.8%0.003%
8/12/2025 Global Retirement Partners LLC1,978$529K0.0%N/A0.001%
8/12/2025Jefferies Financial Group Inc.167,971$44.94M0.4%+1,365.8%0.075%
8/12/2025 Waterloo Capital L.P.973$260K0.0%N/A0.000%
8/12/2025 Prudential Financial Inc.169,488$45.35M0.1%-37.9%0.075%
(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, 1,656 institutional investors and hedge funds held shares of Travelers Companies. The most heavily invested institutionals were Vanguard Group Inc. ($5.90B), State Street Corp ($4.18B), FMR LLC ($3.44B), JPMorgan Chase & Co. ($2.04B), Geode Capital Management LLC ($1.48B), Massachusetts Financial Services Co. MA ($1.46B), and Clearbridge Investments LLC ($992.26M).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 1,390 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 ($6.86M), JPMorgan Chase & Co. ($3.91M), Valeo Financial Advisors LLC ($3.61M), 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 37,734,756 shares in the last 24 months. This purchase volume represents approximately $9.53B in transactions.

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

Of the 801 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 ($1.45M), Lido Advisors LLC ($918.31K), Legal & General Group Plc ($602.45K), SG Americas Securities LLC ($583.52K), and International Assets Investment Management LLC ($518.25K).

How much institutional selling is happening at Travelers Companies?

Institutional investors have sold a total of 23,549,639 shares in the last 24 months. This volume of shares sold represents approximately $5.88B in transactions.


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This page (NYSE:TRV) was last updated on 8/14/2025 by MarketBeat.com Staff
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