Filing Research | TRV - TRAVELERS COMPANIES INC Institutional Holdings

Snapshot holdings

50 / 560 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	992.8KSH	$327.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	327.7KSH	$109.4M
3	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	277.4KSH	$91.6M
4	Vest Financial, LLC	Shares	215.3KSH	$71.1M
5	Swedbank AB	Shares	131.1KSH	$43.3M
6	Arbejdsmarkedets Tillaegspension	Shares	94.3KSH	$31.1M
7	Steigerwald, Gordon & Koch Inc.	Shares	93.3KSH	$30.8M
8	QRG CAPITAL MANAGEMENT, INC.	Shares	89.9KSH	$29.7M
9	Mirae Asset Global Investments Co., Ltd.	Shares	85.4KSH	$28.2M
10	ASR Vermogensbeheer N.V.	Shares	75.3KSH	$24.9M
11	GREATMARK INVESTMENT PARTNERS, INC.	Shares	62.6KSH	$20.7M
12	FIRST HORIZON CORP	Shares	61.6KSH	$20.3M
13	Czech National Bank	Shares	60.5KSH	$20.0M
14	Brookstone Capital Management	Shares	57.5KSH	$19.0M
15	PensionDanmark Pensionsforsikringsaktieselskab	Shares	55.9KSH	$18.4M
16	GHP Investment Advisors, Inc.	Shares	53.4KSH	$17.6M
17	Mediolanum International Funds Ltd	Shares	49.1KSH	$16.3M
18	Telos Capital Management, Inc.	Shares	49.1KSH	$16.2M
19	Talbot Financial, LLC	Shares	47.8KSH	$15.8M
20	IFM Investors Pty Ltd	Shares	47.7KSH	$15.7M
21	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	47.6KSH	$15.7M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	47.0KSH	$15.5M
23	SteelPeak Wealth, LLC	Shares	43.2KSH	$14.3M
24	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	37.0KSH	$12.2M
25	Goelzer Investment Management, Inc.	Shares	36.7KSH	$12.1M
26	BENEDICT FINANCIAL ADVISORS INC	Shares	35.1KSH	$11.6M
27	Sequoia Financial Advisors, LLC	Shares	33.4KSH	$11.0M
28	Murphy Pohlad Asset Management LLC	Shares	31.8KSH	$10.5M
29	Police & Firemen's Retirement System of New Jersey	Shares	31.8KSH	$10.5M
30	Palisade Asset Management, LLC	Shares	28.6KSH	$9.5M
31	CHEMUNG CANAL TRUST CO	Shares	28.6KSH	$9.4M
32	KWMG, LLC	Shares	28.5KSH	$9.4M
33	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	26.6KSH	$8.8M
34	Assenagon Asset Management S.A.	Shares	24.9KSH	$8.2M
35	Fisher Funds Management LTD	Shares	23.1KSH	$7.6M
36	Penobscot Investment Management Company, Inc.	Shares	22.8KSH	$7.5M
37	EASTERLY INVESTMENT PARTNERS LLC	Shares	21.0KSH	$6.9M
38	Merit Financial Group, LLC	Shares	20.5KSH	$6.8M
39	Generali Powszechne Towarzystwo Emerytalne	Shares	20.1KSH	$6.6M
40	First Pacific Financial	Shares	19.9KSH	$6.6M
41	Avanza Fonder AB	Shares	19.8KSH	$6.6M
42	D.A. DAVIDSON & CO.	Shares	19.5KSH	$6.4M
43	Fideuram Asset Management (Ireland) dac	Shares	20.9KSH	$6.3M
44	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	18.5KSH	$6.1M
45	Composition Wealth, LLC	Shares	18.3KSH	$6.1M
46	IFP Advisors, Inc	Shares	18.3KSH	$6.0M
47	MERIDIAN INVESTMENT COUNSEL INC.	Shares	18.1KSH	$6.0M
48	HM PAYSON & CO	Shares	17.8KSH	$5.9M
49	Slow Capital, Inc.	Shares	17.5KSH	$5.8M
50	Sawyer & Company, Inc	Shares	16.5KSH	$5.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 584 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+155.8K	+$59.7M	$109.4M
2	Robeco Institutional Asset Management B.V. added	Shares	+32.4K	+$47.6M	$327.8M
3	Vest Financial, LLC added	Shares	+20.5K	+$14.2M	$71.1M
4	SteelPeak Wealth, LLC added	Shares	+39.0K	+$13.0M	$14.3M
5	ASR Vermogensbeheer N.V. added	Shares	+32.7K	+$12.4M	$24.9M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+25.4K	+$10.9M	$29.7M
7	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-4.6K	+$9.3M	$91.6M
8	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+21.0K	+$6.9M	$6.9M
9	Mediolanum International Funds Ltd added	Shares	+16.0K	+$6.6M	$16.3M
10	Fideuram Asset Management (Ireland) dac new	Shares	+20.9K	+$6.3M	$6.3M
11	Arbejdsmarkedets Tillaegspension added	Shares	+7.8K	+$5.9M	$31.1M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.1K	+$4.8M	$28.2M
13	Brookstone Capital Management added	Shares	+6.8K	+$4.2M	$19.0M
14	Steigerwald, Gordon & Koch Inc. trimmed	Shares	-1.3K	+$3.2M	$30.8M
15	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.3K	+$3.1M	$18.4M
16	Annex Advisory Services, LLC added	Shares	+8.8K	+$3.0M	$3.9M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+8.4K	+$2.9M	$4.0M
18	D.A. DAVIDSON & CO. added	Shares	+7.4K	+$2.9M	$6.4M
19	Czech National Bank added	Shares	+1.6K	+$2.8M	$20.0M
20	IFM Investors Pty Ltd added	Shares	+3.2K	+$2.8M	$15.7M
21	Curated Wealth Partners LLC added	Shares	+2.8M	+$2.7M	$2.9M
22	CAISSE DES DEPOTS ET CONSIGNATIONS added	Shares	+6.9K	+$2.6M	$4.6M
23	GREATMARK INVESTMENT PARTNERS, INC. added	Shares	+82	+$2.4M	$20.7M
24	Sequoia Financial Advisors, LLC added	Shares	+3.8K	+$2.4M	$11.0M
25	GHP Investment Advisors, Inc. added	Shares	+355	+$2.2M	$17.6M
26	FIRST HORIZON CORP trimmed	Shares	-1.1K	+$2.0M	$20.3M
27	Talbot Financial, LLC added	Shares	+538	+$2.0M	$15.8M
28	Telos Capital Management, Inc. added	Shares	+103	+$1.9M	$16.2M
29	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+4.3K	+$1.8M	$4.8M
30	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+4.0K	+$1.5M	$3.1M
31	Atlantic Edge Private Wealth Management, LLC added	Shares	+3.4K	+$1.5M	$4.1M
32	Synergy Asset Management, LLC new	Shares	+4.1K	+$1.4M	$1.4M
33	CV Advisors LLC new	Shares	+4.1K	+$1.4M	$1.4M
34	BENEDICT FINANCIAL ADVISORS INC trimmed	Shares	-110	+$1.3M	$11.6M
35	KWMG, LLC added	Shares	+405	+$1.2M	$9.4M
36	Murphy Pohlad Asset Management LLC trimmed	Shares	-100	+$1.2M	$10.5M
37	Merit Financial Group, LLC added	Shares	+1.3K	+$1.2M	$6.8M
38	Goelzer Investment Management, Inc. trimmed	Shares	-1.4K	+$1.0M	$12.1M
39	Rydar Equities, Inc. added	Shares	+1.6K	+$978.9K	$2.6M
40	Munich Reinsurance Co Stock Corp in Munich added	Shares	+2.8K	+$941.3K	$1.1M
41	Palisade Asset Management, LLC trimmed	Shares	-603	+$924.8K	$9.5M
42	Fisher Funds Management LTD unchanged	Shares	0	+$889.3K	$7.6M
43	Slow Capital, Inc. added	Shares	+710	+$880.5K	$5.8M
44	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.2K	+$865.7K	$4.4M
45	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.9K	+$839.7K	$2.5M
46	GAMMA Investing LLC added	Shares	+1.1K	+$838.5K	$4.4M
47	NorthCrest Asset Manangement, LLC added	Shares	+2.1K	+$821.5K	$1.6M
48	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.4K	+$812.9K	$15.5M
49	First Pacific Financial added	Shares	+58	+$782.4K	$6.6M
50	Penobscot Investment Management Company, Inc. trimmed	Shares	-349	+$775.5K	$7.5M

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