Who holds TRVticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

TRAVELERS COMPANIES INC · COM · quarter ended 2026-03-31 · 19 members disclosed TRV ↗

1,378

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$47.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

638

addsholders whose share count rose or who opened the position (new + add), by shares

133

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of TRV ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.3B	21,633,053	−671,358	trim
2	STATE STREET CORP	$4.7B	16,133,981	+133,524	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.1B	14,050,703	—	no prior
4	FMR LLC	$3.5B	11,999,445	−835,366	trim
5	GEODE CAPITAL MANAGEMENT, LLC	$1.7B	5,641,527	+51,016	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	5,390,073	—	no prior
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	4,903,665	−284,890	trim
8	MORGAN STANLEY	$1.0B	3,572,486	−221,264	trim
9	DIMENSIONAL FUND ADVISORS LP	$1.0B	3,484,676	+123,564	add
10	BANK OF AMERICA CORP /DE/	$998M	3,420,104	−152,112	trim
11	NORTHERN TRUST CORP	$883M	3,027,393	−79,606	trim
12	Clearbridge Investments, LLC	$816M	2,798,428	−71,945	trim
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$795M	2,724,193	+314,556	add
14	AQR CAPITAL MANAGEMENT LLC	$717M	2,458,492	+748,066	add
15	UBS Group AG	$620M	2,125,741	+350,985	add
16	Invesco Ltd.	$576M	1,974,061	+166,897	add
17	Legal & General Group Plc	$514M	1,760,665	+48,880	add
18	FIRST TRUST ADVISORS LP	$497M	1,705,401	+115,276	add
19	Bank of New York Mellon Corp	$435M	1,490,093	−82,346	trim
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$416M	1,424,700	−2,827	trim
21	Amundi	$406M	1,392,468	+373,061	add
22	VANGUARD FIDUCIARY TRUST CO	$355M	1,217,184	—	no prior
23	FEDERATED HERMES, INC.	$335M	1,148,885	+172,578	add
24	BAHL & GAYNOR INC	$335M	1,146,922	−27,506	trim
25	Nuveen, LLC	$328M	1,124,845	+30,484	add
26	Boston Partners	$290M	992,956	−41,837	trim
27	Robeco Institutional Asset Management B.V.	$280M	960,405	+58,467	add
28	AustralianSuper Pty Ltd	$273M	936,118	+27,559	add
29	ROYAL BANK OF CANADA	$260M	891,511	−91,043	trim
30	DEUTSCHE BANK AG\	$241M	827,608	−73,879	trim
31	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$240M	821,884	+52,651	add
32	Sumitomo Mitsui Trust Group, Inc.	$233M	798,746	−33,039	trim
33	National Pension Service	$232M	796,642	+796,642	new
34	WELLS FARGO & COMPANY/MN	$227M	777,950	−51,678	trim
35	Allianz Asset Management GmbH	$226M	774,199	+210,328	add
36	HSBC HOLDINGS PLC	$216M	742,000	−988,356	trim
37	BARCLAYS PLC	$213M	728,650	−149,818	trim
38	Swiss National Bank	$191M	654,680	+37,320	add
39	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$186M	637,596	−417,686	trim
40	Mitsubishi UFJ Asset Management Co., Ltd.	$177M	606,002	+22,611	add
41	ENVESTNET ASSET MANAGEMENT INC	$174M	597,978	+29,668	add
42	AMERICAN CENTURY COMPANIES INC	$173M	593,138	+7,836	add
43	US BANCORP \DE\	$151M	518,777	−4,121	trim
44	RAYMOND JAMES FINANCIAL INC	$150M	512,560	+4,996	add
45	Vanguard Global Advisers, LLC	$142M	487,348	—	no prior
46	Polar Capital Holdings Plc	$139M	477,500	−12,500	trim
47	JACOBS LEVY EQUITY MANAGEMENT, INC	$132M	452,603	−119,291	trim
48	Qube Research & Technologies Ltd	$131M	449,999	−152,752	trim
49	ALLIANCEBERNSTEIN L.P.	$130M	448,078	+47,186	add
50	BNP Paribas Asset Management Holding S.A.	$130M	445,493	+2,520	add
51	FRANKLIN RESOURCES INC	$124M	425,001	+296,723	add
52	VOYA INVESTMENT MANAGEMENT LLC	$119M	406,803	+371,600	add
53	LPL Financial LLC	$114M	389,297	+1,706	add
54	CITIGROUP INC	$112M	384,129	+123,118	add
55	VANGUARD ASSET MANAGEMENT, Ltd	$110M	378,541	—	no prior
56	EQUITY INVESTMENT CORP	$107M	368,544	−1,264	trim
57	TWO SIGMA INVESTMENTS, LP	$101M	346,356	−21,163	trim
58	ADAGE CAPITAL PARTNERS GP, L.L.C.	$97.8M	335,304	+7,300	add
59	BANK OF MONTREAL /CAN/	$89.0M	304,966	−62,295	trim
60	CANADA PENSION PLAN INVESTMENT BOARD	$87.4M	299,810	+8,202	add
61	Sumitomo Mitsui DS Asset Management Company, Ltd	$82.3M	282,031	+6,417	add
62	PRINCIPAL FINANCIAL GROUP INC	$78.5M	269,143	−4,051	trim
63	SEB Asset Management AB	$77.7M	266,500	—	no prior
64	PFA Pension, Forsikringsaktieselskab	$75.8M	259,718	+259,718	new
65	Verition Fund Management LLC	$75.8M	259,707	+11,263	add
66	MACKENZIE FINANCIAL CORP	$75.3M	258,050	+30,362	add
67	CITADEL ADVISORS LLC	$75.0M	257,231	−313,362	trim
68	STOREBRAND ASSET MANAGEMENT AS	$73.6M	252,336	—	no prior
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$73.3M	253,256	−48,911	trim
70	Korea Investment CORP	$73.1M	250,773	+19,280	add
71	NORDEA INVESTMENT MANAGEMENT AB	$71.5M	247,530	−4,725	trim
72	TD ASSET MANAGEMENT INC	$67.5M	231,274	−3,199	trim
73	Woodline Partners LP	$67.0M	229,708	−332,637	trim
74	GREAT LAKES ADVISORS, LLC	$66.5M	227,850	+36,661	add
75	Connor, Clark & Lunn Investment Management Ltd.	$64.8M	222,322	+175,013	add
76	Paralel Advisors LLC	$64.2M	220,000	0	no change
77	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$63.6M	218,048	+60,462	add
78	Systematic Alpha Investments, LLC	$62.8M	215,208	0	no change
79	Zurcher Kantonalbank (Zurich Cantonalbank)	$58.6M	200,780	+8,173	add
80	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$58.4M	200,118	+86,928	add
81	Lansforsakringar Fondforvaltning AB (publ)	$57.3M	196,518	+1,616	add
82	Janus Henderson Group Ltd.	$56.9M	195,195	−4,610	trim
83	Asset Management One Co., Ltd.	$56.9M	195,058	−2,486	trim
84	Vest Financial, LLC	$56.8M	194,796	+17,835	add
85	Aberdeen Group plc	$56.7M	194,469	−620	trim
86	AVIVA PLC	$56.2M	192,841	+1,890	add
87	Zurich Insurance Group Ltd/FI	$55.7M	190,849	+190,849	new
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$55.7M	190,817	−7,018	trim
89	DANSKE BANK A/S	$52.9M	181,344	−51,796	trim
90	PANAGORA ASSET MANAGEMENT INC	$51.9M	177,856	+60,146	add
91	SEI INVESTMENTS CO	$50.7M	173,964	+13,126	add
92	CIBC Bancorp USA Inc.	$50.6M	173,323	—	no prior
93	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$49.7M	171,859	−48,129	trim
94	Freestone Grove Partners LP	$49.6M	170,107	−68,983	trim
95	Assenagon Asset Management S.A.	$49.5M	169,574	+113,082	add
96	AMERIPRISE FINANCIAL INC	$48.9M	167,686	−40,888	trim
97	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$48.1M	165,031	+7,703	add
98	KLP KAPITALFORVALTNING AS	$47.1M	161,499	+26,480	add
99	ProShare Advisors LLC	$46.3M	158,790	−5,768	trim
100	TRUIST FINANCIAL CORP	$43.9M	150,525	+1,039	add
101	ROYAL LONDON ASSET MANAGEMENT LTD	$43.6M	149,405	0	no change
102	TEACHER RETIREMENT SYSTEM OF TEXAS	$43.3M	148,385	+48,694	add
103	Swedbank AB	$42.9M	146,990	+532	add
104	HighTower Advisors, LLC	$42.0M	143,914	−31,570	trim
105	Quantinno Capital Management LP	$41.9M	143,811	+14,359	add
106	STIFEL FINANCIAL CORP	$41.8M	143,185	−10,307	trim
107	MAIRS & POWER INC	$41.5M	142,414	+28,614	add
108	Creative Planning	$41.3M	141,423	+23,205	add
109	NATIONAL BANK OF CANADA /FI/	$41.0M	140,577	−36,601	trim
110	Pictet Asset Management Holding SA	$39.9M	136,938	−21,165	trim
111	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$39.5M	135,401	+55,310	add
112	STATE OF WISCONSIN INVESTMENT BOARD	$39.4M	135,103	+13,217	add
113	Mitsubishi UFJ Trust & Banking Corp	$39.2M	134,338	+3,761	add
114	CWM, LLC	$39.1M	134,046	+2,194	add
115	NOMURA ASSET MANAGEMENT CO LTD	$38.2M	131,087	+69	add
116	APG Asset Management N.V.	$38.2M	150,881	−6,960	trim
117	MERCER GLOBAL ADVISORS INC /ADV	$37.6M	128,979	+14,197	add
118	Squarepoint Ops LLC	$36.6M	125,608	+106,589	add
119	VICTORY CAPITAL MANAGEMENT INC	$36.6M	125,503	+39,700	add
120	Daiwa Securities Group Inc.	$36.6M	125,465	+2,125	add
121	Cerity Partners LLC	$36.4M	124,627	+9,919	add
122	CONNING INC.	$34.9M	119,763	+437	add
123	Mariner, LLC	$34.8M	119,202	+41,667	add
124	AMF Tjanstepension AB	$34.7M	118,841	−10,761	trim
125	Alyeska Investment Group, L.P.	$34.2M	117,401	+117,401	new
126	BRAUN STACEY ASSOCIATES INC	$34.0M	116,402	−762	trim
127	JANE STREET GROUP, LLC	$33.5M	114,872	+92,723	add
128	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.4M	114,654	−13,276	trim
129	MUFG Securities EMEA plc	$32.9M	112,725	+103,580	add
130	MILLENNIUM MANAGEMENT LLC	$32.7M	112,033	−26,338	trim
131	INTECH INVESTMENT MANAGEMENT LLC	$32.5M	111,259	−7,990	trim
132	Vanguard Investments Australia, Ltd.	$32.4M	110,972	—	no prior
133	PRUDENTIAL FINANCIAL INC	$32.3M	110,788	−4,358	trim
134	Epoch Investment Partners, Inc.	$31.6M	108,482	−3,228	trim
135	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$31.3M	107,229	−27,893	trim
136	Chevy Chase Trust Holdings, LLC	$31.3M	107,226	−6,563	trim
137	FIFTH THIRD BANCORP	$30.1M	103,341	+84,202	add
138	TRILLIUM ASSET MANAGEMENT, LLC	$29.8M	102,507	−3,208	trim
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$29.8M	102,229	−1,030	trim
140	Candriam S.C.A.	$29.4M	100,899	−29,052	trim
141	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$29.4M	100,679	+100,679	new
142	GW HENSSLER & ASSOCIATES LTD	$29.4M	100,625	−2,486	trim
143	RIT CAPITAL PARTNERS PLC	$29.2M	100,200	−35,800	trim
144	M&T BANK CORP	$28.0M	96,070	−3,099	trim
145	COMMONWEALTH EQUITY SERVICES, LLC	$27.5M	94,333	+6,092	add
146	Aware Super Pty Ltd as trustee of Aware Super	$27.2M	93,295	—	no prior
147	Gotham Asset Management, LLC	$27.1M	93,036	+60,817	add
148	CIBC Asset Management Inc	$26.9M	92,391	+1,644	add
149	IEQ CAPITAL, LLC	$26.4M	90,436	+28,902	add
150	SCHRODER INVESTMENT MANAGEMENT GROUP	$26.1M	89,326	+67,693	add
151	Vontobel Holding Ltd.	$26.0M	89,212	−10,134	trim
152	CREDIT AGRICOLE S A	$25.7M	88,244	−67,482	trim
153	TORONTO DOMINION BANK	$25.6M	87,610	−10,889	trim
154	Resona Asset Management Co.,Ltd.	$25.4M	87,180	+834	add
155	Illinois Municipal Retirement Fund	$25.4M	87,119	−7,187	trim
156	Arbejdsmarkedets Tillaegspension	$25.2M	86,470	+3,152	add
157	Eurizon Capital SGR S.p.A.	$25.1M	86,110	+1,761	add
158	Midwest Trust Co	$25.1M	86,045	−1,451	trim
159	Interval Partners, LP	$24.3M	83,192	+6,456	add
160	Cetera Investment Advisers	$24.1M	82,518	−1,211	trim
161	Northwest & Ethical Investments L.P.	$24.0M	82,173	+15,238	add
162	NATIXIS	$23.5M	80,704	+67,917	add
163	Mirae Asset Global Investments Co., Ltd.	$23.4M	80,317	+5,851	add
164	Applied Finance Capital Management, LLC	$23.1M	79,098	−1,905	trim
165	BANK OF NOVA SCOTIA	$22.7M	77,706	−19,217	trim
166	NISA INVESTMENT ADVISORS, LLC	$22.6M	77,399	−11,132	trim
167	Swiss Life Asset Management Ltd	$22.5M	77,069	+11,053	add
168	PITTENGER & ANDERSON INC	$22.3M	76,345	−79	trim
169	State of New Jersey Common Pension Fund D	$22.1M	75,939	−28	trim
170	Calamos Advisors LLC	$20.0M	68,441	+4,472	add
171	Ensign Peak Advisors, Inc	$20.0M	68,397	+6,970	add
172	Tredje AP-fonden	$19.9M	68,162	+68,162	new
173	St. James Investment Company, LLC	$19.8M	67,857	−21,358	trim
174	KEYBANK NATIONAL ASSOCIATION/OH	$19.0M	65,066	−1,546	trim
175	U.S. Capital Wealth Advisors, LLC	$18.9M	64,861	+1,641	add
176	QRG CAPITAL MANAGEMENT, INC.	$18.8M	64,497	+7,858	add
177	FIL Ltd	$18.3M	62,896	−20,776	trim
178	OSAIC HOLDINGS, INC.	$18.2M	62,509	+6,074	add
179	OPPENHEIMER ASSET MANAGEMENT INC.	$18.1M	61,960	+61,960	new
180	PUBLIC SECTOR PENSION INVESTMENT BOARD	$17.9M	61,518	−28,289	trim
181	Arizona State Retirement System	$17.8M	61,116	−2,393	trim
182	PRUDENTIAL PLC	$17.4M	59,724	+5,847	add
183	Czech National Bank	$17.2M	58,891	+72	add
184	STATE OF MICHIGAN RETIREMENT SYSTEM	$17.1M	58,753	−1,900	trim
185	Kestra Advisory Services, LLC	$17.0M	58,429	+7,441	add
186	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$16.8M	57,515	−16,874	trim
187	Pinnacle Financial Partners, Inc.	$16.4M	56,289	−1,604	trim
188	DJE Kapital AG	$16.0M	54,786	+54,786	new
189	Varma Mutual Pension Insurance Co	$15.6M	53,447	0	no change
190	GHP Investment Advisors, Inc.	$15.5M	53,006	+536	add
191	Rafferty Asset Management, LLC	$15.3M	52,572	−15,475	trim
192	Allworth Financial LP	$15.2M	52,086	+1,931	add
193	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$15.1M	51,752	−2,302	trim
194	Ethic Inc.	$14.9M	51,026	+1,228	add
195	Arvest Bank Trust Division	$14.8M	50,866	−978	trim
196	Brookstone Capital Management	$14.8M	50,732	+48,005	add
197	MetLife Investment Management, LLC	$14.7M	50,540	−2,926	trim
198	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$14.7M	50,371	−1,515	trim
199	National Mutual Insurance Federation of Agricultural Cooperatives	$14.6M	50,000	0	no change
200	Telos Capital Management, Inc.	$14.3M	49,042	−2,601	trim
201	Pathstone Holdings, LLC	$14.3M	49,009	+2,117	add
202	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.8M	47,461	+1,817	add
203	Talbot Financial, LLC	$13.8M	47,283	+497	add
204	Y-Intercept (Hong Kong) Ltd	$13.6M	46,715	+44,986	add
205	Retirement Systems of Alabama	$13.4M	45,920	−1,534	trim
206	CITIZENS FINANCIAL GROUP INC/RI	$13.2M	45,183	+1,881	add
207	Sienna Gestion	$13.0M	44,179	0	no change
208	IFM Investors Pty Ltd	$13.0M	44,515	+902	add
209	Banco Santander, S.A.	$12.8M	43,900	−2,822	trim
210	Vanguard Personalized Indexing Management, LLC	$12.5M	42,890	+1,074	add
211	ASR Vermogensbeheer N.V.	$12.4M	42,615	+790	add
212	STANSBERRY ASSET MANAGEMENT, LLC	$12.3M	42,306	+494	add
213	Perigon Wealth Management, LLC	$12.3M	42,093	+2,624	add
214	REGIONS FINANCIAL CORP	$11.9M	40,760	−662	trim
215	SHELTON CAPITAL MANAGEMENT	$11.7M	40,137	−15,046	trim
216	BARTLETT & CO. WEALTH MANAGEMENT LLC	$11.7M	38,740	−537	trim
217	RITHOLTZ WEALTH MANAGEMENT	$11.6M	39,871	+196	add
218	PARK CIRCLE Co	$11.5M	39,876	−4,949	trim
219	USS Investment Management Ltd	$11.5M	39,325	+2,035	add
220	XPONANCE LLC	$11.4M	39,248	+4,331	add
221	XTX Topco Ltd	$11.3M	38,879	+6,372	add
222	OP Asset Management Ltd	$11.3M	38,605	—	no prior
223	Baird Financial Group, Inc.	$11.2M	38,295	+38,295	new
224	Goelzer Investment Management, Inc.	$11.1M	38,051	−88	trim
225	GUGGENHEIM CAPITAL LLC	$11.0M	37,628	+3,447	add
226	HENNESSY ADVISORS INC	$10.8M	36,900	+8,900	add
227	BROWN ADVISORY INC	$10.6M	36,480	+1,802	add
228	Empowered Funds, LLC	$10.5M	36,142	+36,142	new
229	Grantham, Mayo, Van Otterloo & Co. LLC	$10.5M	36,053	+5,532	add
230	Aviance Capital Partners, LLC	$10.3M	35,433	−1,240	trim
231	JUPITER ASSET MANAGEMENT LTD	$10.3M	35,426	+35,426	new
232	FIRST MANHATTAN CO. LLC.	$10.3M	35,394	−3,396	trim
233	Trexquant Investment LP	$10.3M	35,318	−9,348	trim
234	Utah Retirement Systems	$10.3M	35,285	−1,824	trim
235	CARRET ASSET MANAGEMENT, LLC	$10.3M	35,254	−24	trim
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$10.1M	34,678	+76	add
237	MACQUARIE GROUP LTD	$9.7M	33,263	−10,883	trim
238	Mediolanum International Funds Ltd	$9.7M	33,138	+472	add
239	MAI Capital Management	$9.7M	33,135	+1,834	add
240	Rockefeller Capital Management L.P.	$9.6M	32,838	+1,508	add
241	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.4M	32,195	−166	trim
242	MML INVESTORS SERVICES, LLC	$9.3M	32,051	−4,260	trim
243	Murphy Pohlad Asset Management LLC	$9.3M	31,940	−655	trim
244	NEOS Investment Management LLC	$9.1M	31,183	+903	add
245	Palmer Knight Co	$9.1M	31,115	+3,994	add
246	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.0M	30,745	−9,204	trim
247	FIRST NATIONAL BANK OF OMAHA	$8.8M	30,277	−2,363	trim
248	Elo Mutual Pension Insurance Co	$8.7M	29,921	−4,805	trim
249	Koshinski Asset Management, Inc.	$8.7M	29,882	+417	add
250	Sequoia Financial Advisors, LLC	$8.6M	29,615	−439	trim
251	Te Ahumairangi Investment Management Ltd	$8.6M	29,437	+730	add
252	Palisade Asset Management, LLC	$8.5M	29,237	−55	trim
253	COMMERCE BANK	$8.4M	28,790	+5,518	add
254	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.4M	28,639	+133	add
255	YOUSIF CAPITAL MANAGEMENT, LLC	$8.2M	28,217	−1,502	trim
256	KWMG, LLC	$8.2M	28,110	+660	add
257	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$8.2M	28,088	−324	trim
258	Bridgewater Associates, LP	$7.9M	27,235	+2,562	add
259	NEW VERNON INVESTMENT MANAGEMENT LLC	$7.6M	26,189	−10,470	trim
260	Groupe la Francaise	$7.6M	26,152	−1,771	trim
261	AE Wealth Management LLC	$7.6M	26,061	+22,028	add
262	Sterling Capital Management LLC	$7.5M	25,678	+3,235	add
263	Kingsview Wealth Management, LLC	$7.4M	25,381	+11,342	add
264	WINTON GROUP Ltd	$7.4M	25,330	+25,330	new
265	Dai-ichi Life Insurance Company, Ltd	$7.3M	24,956	−1,767	trim
266	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.2M	24,776	+24,776	new
267	Genus Capital Management Inc.	$7.2M	24,772	+17,850	add
268	Wealthfront Advisers LLC	$7.2M	24,689	+938	add
269	AIA Group Ltd	$7.1M	24,483	+9,107	add
270	Freestone Capital Holdings, LLC	$7.0M	24,122	+477	add
271	Beacon Pointe Advisors, LLC	$7.0M	23,995	+1,141	add
272	Private Advisor Group, LLC	$6.9M	23,805	−153	trim
273	CAPITAL CITY TRUST CO/FL	$6.9M	23,680	−358	trim
274	BLAIR WILLIAM & CO/IL	$6.9M	23,516	−570	trim
275	Penobscot Investment Management Company, Inc.	$6.8M	23,172	−252	trim
276	Fisher Funds Management LTD	$6.7M	23,134	−1,986	trim
277	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.7M	23,000	−953	trim
278	Tidal Investments LLC	$6.7M	22,851	+11,956	add
279	Citizens Business Bank	$6.6M	22,660	−259	trim
280	Steward Partners Investment Advisory, LLC	$6.6M	22,575	+1,858	add
281	MEYER HANDELMAN CO	$6.5M	22,400	0	no change
282	ASSETMARK, INC	$6.5M	22,279	−1,730	trim
283	LAZARD ASSET MANAGEMENT LLC	$6.4M	21,853	−1,270	trim
284	Vident Advisory, LLC	$6.4M	21,823	−3,170	trim
285	UMB Bank, n.a.	$6.3M	21,500	−930	trim
286	Man Group plc	$6.2M	21,351	−9,807	trim
287	Norinchukin Bank, The	$6.2M	21,157	−1,623	trim
288	CVFG LLC	$6.1M	21,041	+21,041	new
289	R.H. Investment Group, LLC	$6.1M	20,319	0	no change
290	HB Wealth Management, LLC	$6.1M	20,937	+1,801	add
291	Federation des caisses Desjardins du Quebec	$6.0M	20,690	+3,650	add
292	PINNACLE ASSOCIATES LTD	$6.0M	20,521	−707	trim
293	HM PAYSON & CO	$6.0M	20,413	−155	trim
294	Investment Management Corp of Ontario	$5.9M	20,164	−4,833	trim
295	Generali Powszechne Towarzystwo Emerytalne	$5.9M	20,118	0	no change
296	Verdence Capital Advisors LLC	$5.9M	20,076	−2,247	trim
297	MCCARTER PRIVATE WEALTH SERVICES LLC	$5.8M	19,875	+525	add
298	WORLDQUANT MILLENNIUM ADVISORS LLC	$5.8M	19,867	−88,442	trim
299	First Pacific Financial	$5.8M	19,858	−494	trim
300	Avanza Fonder AB	$5.8M	19,844	0	no change
301	Merit Financial Group, LLC	$5.6M	19,221	+1,524	add
302	Cannell & Spears LLC	$5.6M	19,103	+18,207	add
303	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$5.6M	19,100	0	no change
304	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.6M	19,055	+4,432	add
305	UniSuper Management Pty Ltd	$5.4M	18,650	−1,045	trim
306	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$5.4M	18,611	+76	add
307	MERIDIAN INVESTMENT COUNSEL INC.	$5.4M	18,363	0	no change
308	Cresset Asset Management, LLC	$5.3M	18,262	+394	add
309	Composition Wealth, LLC	$5.3M	18,199	+22	add
310	CULBERTSON A N & CO INC	$5.3M	18,113	−2,010	trim
311	Railway Pension Investments Ltd	$5.3M	18,000	0	no change
312	Generali Asset Management SPA SGR	$5.2M	17,878	−7,199	trim
313	Arjuna Capital	$5.1M	17,560	+488	add
314	WELLINGTON MANAGEMENT GROUP LLP	$5.1M	17,355	−5,009	trim
315	ING GROEP NV	$5.1M	17,334	+2,693	add
316	Lido Advisors, LLC	$5.1M	17,324	+1,484	add
317	Elevate Capital Advisors, LLC	$5.0M	17,197	−1,131	trim
318	LEUTHOLD GROUP, LLC	$4.9M	16,833	+241	add
319	Slow Capital, Inc.	$4.9M	16,809	+1,531	add
320	&PARTNERS	$4.9M	16,791	−700	trim
321	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.9M	16,798	0	no change
322	KCM INVESTMENT ADVISORS LLC	$4.8M	16,332	−1,543	trim
323	FAS Wealth Partners, Inc.	$4.7M	16,080	+718	add
324	NewEdge Wealth, LLC	$4.7M	15,985	−1,847	trim
325	1832 Asset Management L.P.	$4.7M	15,981	−1,665	trim
326	Baker Avenue Asset Management, LP	$4.6M	15,908	+1,110	add
327	Principle Wealth Partners LLC	$4.6M	15,863	−64	trim
328	MOODY ALDRICH PARTNERS LLC	$4.6M	15,761	+15,761	new
329	Unison Advisors LLC	$4.6M	15,628	+60	add
330	Laird Norton Wetherby Trust Company, LLC	$4.6M	15,607	−371	trim
331	Prospera Financial Services Inc	$4.5M	15,443	−121	trim
332	Savant Capital, LLC	$4.4M	15,184	+1,318	add
333	Vestmark Advisory Solutions, Inc.	$4.4M	15,176	−971	trim
334	Applied Capital LLC/FL	$4.4M	15,052	−1,042	trim
335	SGL Investment Advisors, Inc.	$4.3M	14,511	−5,073	trim
336	Siemens Fonds Invest GmbH	$4.3M	14,668	+915	add
337	Atria Investments, Inc	$4.3M	14,617	−4,639	trim
338	CHOREO, LLC	$4.2M	14,553	+583	add
339	ROMANO BROTHERS AND COMPANY	$4.2M	14,552	−33	trim
340	GLOBALT Investments LLC / GA	$4.2M	14,394	−768	trim
341	Wakefield Asset Management LLLP	$4.1M	14,176	+63	add
342	Forvis Mazars Wealth Advisors, LLC	$4.1M	14,136	+228	add
343	Orion Porfolio Solutions, LLC	$4.0M	13,799	−2,934	trim
344	ALPS ADVISORS INC	$4.0M	13,650	−2,652	trim
345	HANCOCK WHITNEY CORP	$4.0M	12,990	+12,990	new
346	1ST SOURCE BANK	$4.0M	13,550	−140	trim
347	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$3.9M	13,470	0	no change
348	Tower Research Capital LLC (TRC)	$3.9M	13,253	−8,811	trim
349	Cyndeo Wealth Partners, LLC	$3.9M	13,224	+12,509	add
350	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$3.8M	13,150	0	no change
351	MIZUHO SECURITIES USA LLC	$3.8M	13,073	−3,169	trim
352	Rossmore Private Capital	$3.8M	13,059	−121	trim
353	OMERS ADMINISTRATION Corp	$3.8M	13,006	+3,342	add
354	Carnegie Investment Counsel	$3.8M	12,866	+11	add
355	Vise Technologies, Inc.	$3.7M	12,782	0	no change
356	HARTFORD INVESTMENT MANAGEMENT CO	$3.6M	12,435	−532	trim
357	Asset Dedication, LLC	$3.6M	12,335	−2,465	trim
358	ABN AMRO INVESTMENT SOLUTIONS	$3.6M	12,172	+839	add
359	Ballentine Partners, LLC	$3.5M	12,123	+2	add
360	Banque Cantonale Vaudoise	$3.5M	12,107	−6,280	trim
361	D.A. DAVIDSON & CO.	$3.5M	12,060	+98	add
362	Compass Wealth Management LLC	$3.5M	11,985	+541	add
363	William B. Walkup & Associates, Inc.	$3.5M	13,139	+218	add
364	New Age Alpha Advisors, LLC	$3.5M	11,838	−24	trim
365	Lincoln Capital LLC	$3.4M	11,772	+1	add
366	ABC ARBITRAGE SA	$3.4M	11,740	+10,642	add
367	Garner Asset Management Corp	$3.4M	11,728	+116	add
368	Third View Private Wealth, LLC	$3.4M	11,719	+502	add
369	Hennion & Walsh Asset Management, Inc.	$3.4M	11,711	+371	add
370	Americana Partners, LLC	$3.4M	11,578	+7,097	add
371	Acropolis Investment Management, LLC	$3.4M	11,547	−765	trim
372	DELTA FINANCIAL ADVISORS LLC	$3.3M	11,382	−482	trim
373	PATTON ALBERTSON MILLER GROUP, LLC	$3.3M	11,375	−101	trim
374	Lombard Odier Asset Management (Switzerland) SA	$3.3M	11,321	−4,960	trim
375	ALKEME WEALTH, LLC	$3.2M	11,062	+379	add
376	Focus Partners Advisor Solutions, LLC	$3.2M	11,022	+134	add
377	Maryland State Retirement & Pension System	$3.2M	10,973	−180	trim
378	FULTON BANK, N.A.	$3.2M	10,973	−615	trim
379	Bleakley Financial Group, LLC	$3.2M	10,938	+358	add
380	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.2M	10,937	+10,937	new
381	LEVIN CAPITAL STRATEGIES, L.P.	$3.2M	10,878	−55	trim
382	Kintegral Advisory, LLC	$3.1M	10,613	−471	trim
383	PEDDOCK CAPITAL ADVISORS, LLC	$3.1M	10,519	−112	trim
384	QUADRANT CAPITAL GROUP LLC	$3.1M	10,484	+3,967	add
385	Evercore Wealth Management, LLC	$3.0M	10,447	−100	trim
386	Equitable Holdings, Inc.	$3.0M	10,449	+4,981	add
387	EAGLE ROCK INVESTMENT COMPANY, LLC	$3.0M	10,336	−28	trim
388	WHITE PINE CAPITAL LLC	$3.0M	10,144	−100	trim
389	EP Wealth Advisors, LLC	$3.0M	10,139	−33	trim
390	Atlantic Union Bankshares Corp	$2.9M	10,112	−48	trim
391	KKM Financial LLC	$2.9M	10,099	0	no change
392	BURNEY CO/	$2.9M	9,840	−1,469	trim
393	Allspring Global Investments Holdings, LLC	$2.9M	9,863	−111	trim
394	DSG Capital Advisors, LLC	$2.8M	9,655	0	no change
395	Crossmark Global Holdings, Inc.	$2.8M	9,560	—	no prior
396	CenterBook Partners LP	$2.8M	9,553	+9,553	new
397	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$2.8M	9,289	−289	trim
398	MONTAG A & ASSOCIATES INC	$2.8M	9,508	−662	trim
399	PARSONS CAPITAL MANAGEMENT INC/RI	$2.8M	9,453	−200	trim
400	Brooklyn Investment Group	$2.7M	9,369	+2,166	add
401	STEPHENS INC /AR/	$2.7M	9,317	−228	trim
402	Voleon Capital Management LP	$2.7M	9,294	−1,488	trim
403	AssuredPartners Investment Advisors, LLC	$2.7M	9,110	+301	add
404	Moors & Cabot, Inc.	$2.7M	9,202	+15	add
405	TWIN CAPITAL MANAGEMENT INC	$2.7M	9,165	−15	trim
406	AG2R LA MONDIALE GESTION D'ACTIFS	$2.7M	9,088	−52	trim
407	Choate Investment Advisors	$2.6M	9,066	−33	trim
408	Metis Global Partners, LLC	$2.6M	9,035	−1,434	trim
409	Atlantic Edge Private Wealth Management, LLC	$2.6M	8,980	−29	trim
410	Benin Management CORP	$2.6M	8,868	+488	add
411	Avalon Trust Co	$2.6M	8,784	+35	add
412	Jacobi Capital Management LLC	$2.5M	8,697	+236	add
413	Polymer Capital Management (US) LLC	$2.5M	8,687	+7,488	add
414	HUNTINGTON NATIONAL BANK	$2.5M	8,552	+8,552	new
415	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.5M	8,218	+7,467	add
416	Kimelman & Baird, LLC	$2.5M	8,514	0	no change
417	Summit Trail Advisors, LLC	$2.5M	8,492	+2,444	add
418	Carmel Capital Partners, LLC	$2.5M	8,475	+112	add
419	OSSIAM	$2.4M	8,361	+4,407	add
420	Accredited Investors Inc.	$2.4M	8,300	0	no change
421	Smith Salley Wealth Management	$2.4M	8,241	+350	add
422	Saudi Central Bank	$2.4M	8,234	+8,234	new
423	OPPENHEIMER & CO INC	$2.4M	8,204	+8,204	new
424	Cornerstone Planning, LLC	$2.4M	8,182	+649	add
425	CIM, LLC	$2.4M	8,147	+2	add
426	Spire Wealth Management	$2.4M	8,134	+12	add
427	Concord Wealth Partners	$2.4M	8,057	+302	add
428	Capital Wealth Planning, LLC	$2.3M	8,000	0	no change
429	Concord Asset Management, LLC/VA	$2.3M	7,991	+318	add
430	Essex Financial Services, Inc.	$2.3M	7,947	+15	add
431	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$2.3M	7,925	−562	trim
432	Empirical Finance, LLC	$2.3M	7,894	−17	trim
433	E. Ohman J:or Asset Management AB	$2.3M	7,720	0	no change
434	Ascent Group, LLC	$2.3M	7,717	+127	add
435	FOUNDERS FINANCIAL SECURITIES LLC	$2.2M	7,363	−341	trim
436	Focus Financial Network, Inc.	$2.2M	7,592	−599	trim
437	MITCHELL MCLEOD PUGH & WILLIAMS INC	$2.2M	7,558	−46	trim
438	NICOLET BANKSHARES INC	$2.2M	7,580	+7,580	new
439	FIRST NATIONAL TRUST CO	$2.2M	7,525	−117	trim
440	Weaver Capital Management LLC	$2.2M	7,521	−635	trim
441	MGO ONE SEVEN LLC	$2.2M	7,503	−710	trim
442	TECTONIC ADVISORS LLC	$2.2M	7,492	−778	trim
443	Azimuth Capital Investment Management LLC	$2.2M	7,442	−1,045	trim
444	Concurrent Investment Advisors, LLC	$2.2M	7,436	−133	trim
445	JT Stratford LLC	$2.2M	7,393	+38	add
446	Clearstead Advisors, LLC	$2.2M	7,372	−461	trim
447	Venture Visionary Partners LLC	$2.1M	7,368	+33	add
448	COLDSTREAM CAPITAL MANAGEMENT INC	$2.1M	7,289	+1,486	add
449	VIRTUE ASSET MANAGEMENT LLC	$2.1M	7,246	−224	trim
450	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.1M	7,239	0	no change
451	WEBSTER BANK, N. A.	$2.1M	7,216	−505	trim
452	Meeder Advisory Services, Inc.	$2.1M	7,214	+287	add
453	Snowden Capital Advisors LLC	$2.1M	7,176	−423	trim
454	Quadcap Wealth Management, LLC	$2.1M	7,145	−131	trim
455	Claro Advisors Inc.	$2.1M	7,139	+1,112	add
456	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.1M	7,102	0	no change
457	Aptus Capital Advisors, LLC	$2.1M	7,085	−238	trim
458	NAPLES GLOBAL ADVISORS, LLC	$2.1M	7,050	−553	trim
459	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.0M	6,919	−208	trim
460	Dakota Wealth Management	$2.0M	6,916	−23	trim
461	Nordwand Advisors, LLC	$2.0M	6,905	0	no change
462	EAGLE CAPITAL MANAGEMENT LLC	$2.0M	6,900	0	no change
463	SIGNATUREFD, LLC	$2.0M	6,881	+222	add
464	Virtus Investment Advisers, LLC	$2.0M	6,746	−367	trim
465	Envestnet Portfolio Solutions, Inc.	$2.0M	6,732	−1,675	trim
466	Northern Financial Advisors Inc	$1.9M	6,642	+2,736	add
467	MUHLENKAMP & CO INC	$1.9M	6,627	0	no change
468	JOHNSON INVESTMENT COUNSEL INC	$1.9M	6,612	−710	trim
469	Corient Private Wealth LLC	$1.9M	6,614	−128,955	trim
470	Ballast, Inc.	$1.9M	6,584	+56	add
471	Krilogy Financial LLC	$1.9M	6,421	+2,427	add
472	DAGCO, INC.	$1.9M	6,531	+2	add
473	Waverly Advisors, LLC	$1.9M	6,526	+1,159	add
474	J.W. COLE ADVISORS, INC.	$1.9M	6,511	−91	trim
475	Callan Family Office, LLC	$1.9M	6,463	−679	trim
476	North Dakota State Investment Board	$1.9M	6,448	−1,306	trim
477	Convergence Investment Partners, LLC	$1.9M	6,379	+1,940	add
478	OneDigital Investment Advisors LLC	$1.9M	6,355	−1,259	trim
479	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.8M	6,270	−2,283	trim
480	Weiss Asset Management LP	$1.8M	6,240	+6,240	new
481	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.8M	6,147	+916	add
482	PYA Waltman Capital, LLC	$1.8M	6,142	−154	trim
483	Sivia Capital Partners, LLC	$1.8M	6,089	+4,168	add
484	Ashton Thomas Private Wealth, LLC	$1.8M	6,087	+18	add
485	WBH ADVISORY INC	$1.8M	6,085	−673	trim
486	Spartan Wealth Advisory Services LLC	$1.8M	6,035	—	no prior
487	BSW Wealth Partners	$1.8M	6,027	−212	trim
488	COURIER CAPITAL LLC	$1.8M	6,027	+2,027	add
489	ELEVATION POINT WEALTH PARTNERS, LLC	$1.8M	6,026	+1,282	add
490	Agate Pass Investment Management, LLC	$1.8M	6,025	0	no change
491	Phoenix Financial Ltd.	$1.7M	6,234	+684	add
492	MUFG SECURITIES AMERICAS INC.	$1.7M	5,983	−26	trim
493	Churchill Financial Advisors, LLC	$1.7M	5,964	+528	add
494	Kathmere Capital Management, LLC	$1.7M	5,956	−35	trim
495	Meiji Yasuda Asset Management Co Ltd.	$1.7M	5,892	+36	add
496	PROFUND ADVISORS LLC	$1.7M	5,881	−489	trim
497	Johnson Financial Group, Inc.	$1.7M	5,878	−87	trim
498	SECURIAN ASSET MANAGEMENT, INC	$1.7M	5,866	−199	trim
499	BENJAMIN EDWARDS INC	$1.7M	5,787	+258	add
500	EXCHANGE TRADED CONCEPTS, LLC	$1.7M	5,777	+687	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TRV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 2 Tommy Tuberville R–AL, John Boozman R–AR $31K–$115K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $35.1M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TRAVELERS COMPANIES INC

Merged timeline of congressional filings and notable-manager moves on TRV
Date	Who	Change	Size
2026-08-17	John Boozman Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+60,817 sh
2026-05-15	Bridgewater Associates 13F	add	+2,562 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed TRV — the congressional view ↗