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The Travelers Companies, Inc. (TRV) institutional ownership

Latest close $390.35 Jul 27, 2026
Market cap$70.6B 52-week range SectorFinancial Services
Funds holding · Q1 2026
1,550
reported TRV position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $2.1B
801 buyers · 749 sellers

The Travelers Companies, Inc. (TRV) price and institutional activity

Dates

Q1 2026

$2.2B bought by 801 investors
AQR Capital Management LLC$219MAmundi$109M +799 more
$4.3B sold by 749 investors
JPMorgan Chase & Co-$1.0BNorges-$730M +747 more
Bought Sold Totals per quarter; hover a bar for the names.

The Travelers Companies, Inc. (TRV) institutional activity · 801

Investor Type Est. change Change Δ Own Date
AQR Capital Management LLC · Added +$219M
Change +748K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$219M +748K Q1 2026
Amundi · Added +$109M
Change +373K Date Q1 2026
Amundi Added· Q1 2026 +$109M +373K Q1 2026
Voya Investment Management LLC · Added +$109M
Change +372K Date Q1 2026
Voya Investment Management LLC Added· Q1 2026 +$109M +372K Q1 2026
UBS Group AG · Added +$103M
Change +351K Date Q1 2026
UBS Group AG Added· Q1 2026 +$103M +351K Q1 2026
UBS AM · Added +$92M
Change +315K Date Q1 2026
UBS AM Added· Q1 2026 +$92M +315K Q1 2026
Seb Asset Management AB · New +$78M
Change +266K Date Q1 2026
Seb Asset Management AB New· Q1 2026 +$78M +266K Q1 2026
Allianz Asset Management GMBH · Added +$62M
Change +210K Date Q1 2026
Allianz Asset Management GMBH Added· Q1 2026 +$62M +210K Q1 2026
Zurich Insurance Group Ltd · New +$56M
Change +191K Date Q1 2026
Zurich Insurance Group Ltd New· Q1 2026 +$56M +191K Q1 2026
Connor, Clark & Lunn Investment Management Ltd. · Added +$51M
Change +175K Date Q1 2026
Connor, Clark & Lunn Investment Management Ltd. Added· Q1 2026 +$51M +175K Q1 2026
Federated Hermes, Inc. · Added +$51M
Change +173K Date Q1 2026
Federated Hermes, Inc. Added· Q1 2026 +$51M +173K Q1 2026
Invesco Ltd. · Added +$49M
Change +167K Δ Own +9.2% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$49M +167K +9.2% Q1 2026
CIBC Bancorp USA Inc. · Added +$42M
Change +142K Date Q1 2026
CIBC Bancorp USA Inc. Added· Q1 2026 +$42M +142K Q1 2026
State Street · Added +$39M
Change +134K Date Q1 2026
State Street Added· Q1 2026 +$39M +134K Q1 2026
Dimensional · Added +$36M
Change +124K Date Q1 2026
Dimensional Added· Q1 2026 +$36M +124K Q1 2026
Citigroup Inc · Added +$36M
Change +123K Date Q1 2026
Citigroup Inc Added· Q1 2026 +$36M +123K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 801

Famous investor activity in The Travelers Companies, Inc. (TRV)

The Travelers Companies, Inc. (TRV) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Yin Daniel Tei-Hwa · Officer Sell −$2.8M
Price $387.00 Qty −7K Owned 69K ΔOwn −9.4% Trade date Jul 24, 2026 Filed date Jul 27, 2026
Yin Daniel Tei-Hwa Officer Sell $387.00 −7K −$2.8M 69K −9.4% Jul 24, 2026 Jul 27, 2026
Yin Daniel Tei-Hwa · Officer 2 operations 0
Price $140.85 Owned 0 Trade date Jul 24, 2026 Filed date Jul 27, 2026
Yin Daniel Tei-Hwa Officer 2 operations $140.85 0 0 Jul 24, 2026 Jul 27, 2026
Kurtzman Diane · Officer Sell −$1.6M
Price $386.71 Qty −4K Owned 5K ΔOwn −44.0% Trade date Jul 24, 2026 Filed date Jul 27, 2026
Kurtzman Diane Officer Sell $386.71 −4K −$1.6M 5K −44.0% Jul 24, 2026 Jul 27, 2026
Kurtzman Diane · Officer 2 operations 0
Price $132.58 Owned 0 Trade date Jul 24, 2026 Filed date Jul 27, 2026
Kurtzman Diane Officer 2 operations $132.58 0 0 Jul 24, 2026 Jul 27, 2026
Rowland David Donnay · Officer Sell −$1.9M
Price $371.69 Qty −5K Owned 10K ΔOwn −32.3% Trade date Jul 22, 2026 Filed date Jul 24, 2026
Rowland David Donnay Officer Sell $371.69 −5K −$1.9M 10K −32.3% Jul 22, 2026 Jul 24, 2026
Rowland David Donnay · Officer 2 operations 0
Price $132.58 Owned 23K Trade date Jul 22, 2026 Filed date Jul 24, 2026
Rowland David Donnay Officer 2 operations $132.58 0 23K Jul 22, 2026 Jul 24, 2026
Munson Paul E. · Officer Sell −$564K
Price $369.90 Qty −2K Owned 735 ΔOwn −67.5% Trade date Jul 22, 2026 Filed date Jul 24, 2026
Munson Paul E. Officer Sell $369.90 −2K −$564K 735 −67.5% Jul 22, 2026 Jul 24, 2026
Munson Paul E. · Officer 2 operations 0
Price $126.18 Owned 0 Trade date Jul 22, 2026 Filed date Jul 24, 2026
Munson Paul E. Officer 2 operations $126.18 0 0 Jul 22, 2026 Jul 24, 2026
Bessette Andy F. · Officer 2 operations −$1.1M
Price $368.09–$368.87 Qty −3K Owned 21K ΔOwn −12.4% Trade date Jul 22, 2026 Filed date Jul 24, 2026
Bessette Andy F. Officer 2 operations $368.09–$368.87 −3K −$1.1M 21K −12.4% Jul 22, 2026 Jul 24, 2026
Klein Michael Frederick · Officer 2 operations −$2.2M
Price $364.90–$366.12 Qty −6K Owned 45K ΔOwn −11.7% Trade date Jul 21, 2026 Filed date Jul 23, 2026
Klein Michael Frederick Officer 2 operations $364.90–$366.12 −6K −$2.2M 45K −11.7% Jul 21, 2026 Jul 23, 2026
Klein Michael Frederick · Officer 2 operations 0
Price $139.83 Owned 30K Trade date Jul 21, 2026 Filed date Jul 23, 2026
Klein Michael Frederick Officer 2 operations $139.83 0 30K Jul 21, 2026 Jul 23, 2026
Frey Daniel S. · Officer 2 operations −$5.2M
Price $368.16–$368.52 Qty −14K Owned 28K Trade date Jul 21, 2026 Filed date Jul 23, 2026
Frey Daniel S. Officer 2 operations $368.16–$368.52 −14K −$5.2M 28K Jul 21, 2026 Jul 23, 2026
Frey Daniel S. · Officer 4 operations 0
Price $139.83–$172.50 Owned 22K Trade date Jul 21, 2026 Filed date Jul 23, 2026
Frey Daniel S. Officer 4 operations $139.83–$172.50 0 22K Jul 21, 2026 Jul 23, 2026
Lefebvre Mojgan M. · Officer 2 operations −$6.0M
Price $368.35–$368.40 Qty −16K Owned 0 Trade date Jul 21, 2026 Filed date Jul 23, 2026
Lefebvre Mojgan M. Officer 2 operations $368.35–$368.40 −16K −$6.0M 0 Jul 21, 2026 Jul 23, 2026
Lefebvre Mojgan M. · Officer 4 operations 0
Price $132.58–$139.83 Owned 21K Trade date Jul 21, 2026 Filed date Jul 23, 2026
Lefebvre Mojgan M. Officer 4 operations $132.58–$139.83 0 21K Jul 21, 2026 Jul 23, 2026
15 of 138
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The Travelers Companies, Inc. (TRV) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 21.7M
% of shares outstanding 9.5% Filing date Feb 13, 2024
Vanguard Group Inc 21.7M 9.5% Feb 13, 2024
BlackRock Inc. 20.5M
% of shares outstanding 9.0% Filing date Jan 25, 2024
BlackRock Inc. 20.5M 9.0% Jan 25, 2024
Vanguard Capital Management 16.2M
% of shares outstanding 7.5% Filing date Apr 30, 2026
Vanguard Capital Management 16.2M 7.5% Apr 30, 2026
State Street Corp
% of shares outstanding 6.9% Filing date Jan 30, 2024
State Street Corp 6.9% Jan 30, 2024
FMR LLC 12.0M
% of shares outstanding 5.5% Filing date May 6, 2026
FMR LLC 12.0M 5.5% May 6, 2026
JPMorgan Chase & Co 10.0M
% of shares outstanding 4.3% Filing date Nov 5, 2024
JPMorgan Chase & Co 10.0M 4.3% Nov 5, 2024
Capital International Investors 8.7M
% of shares outstanding 3.5% Filing date Feb 11, 2022
Capital International Investors 8.7M 3.5% Feb 11, 2022
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The Travelers Companies, Inc. (TRV) ownership FAQ

Who owns TRV?

1,550 reporting institutions disclosed TRV position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.