Public record / Tickers / TRV

TRV — TRAVELERS COMPANIES, INC.

Both disclosure regimes on one name: who in Congress filed about TRV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
45
all PTR rows naming TRV
Members · 12m
4
2 buys · 2 sells · by trade date
Latest PTR
08-17
filed 2026-08-17
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $100K–$250K

Sale · traded 2015-05-11 → filed 2015-06-07. Ranked over every TRV row by the provable lower bound, never a point estimate.

4 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

12 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TRV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TRV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-17John Boozman R–ARSale · JT (jointly owned)Traded 07-02 LATE·46d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-10-29 LATE·645d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-10-29 LATE·645d$15K–$50Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-12Julia Letlow R–LA-5PurchaseTraded 02-20 +20d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 45 ↗

Members active in TRV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TRV in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1−$15.0K to −$1.0K6
Julia Letlow R–LA-51$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

4 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-17John Boozman CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+60,817 sh
2026-05-15Bridgewater Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of TRV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.3B1
2STATE STREET CORP$4.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$4.1B1
4FMR LLC$3.5B1
5GEODE CAPITAL MANAGEMENT, LLC$1.7B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
8MORGAN STANLEY$1.0B1
9DIMENSIONAL FUND ADVISORS LP$1.0B1
10BANK OF AMERICA CORP /DE/$998M1
11NORTHERN TRUST CORP$883M1
12Clearbridge Investments, LLC$816M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$795M1
14AQR CAPITAL MANAGEMENT LLC$717M1
15UBS Group AG$620M1
16Invesco Ltd.$576M1
17Legal & General Group Plc$514M1
18FIRST TRUST ADVISORS LP$497M1
19Bank of New York Mellon Corp$435M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$416M1
21Amundi$406M1
22VANGUARD FIDUCIARY TRUST CO$355M1
23FEDERATED HERMES, INC.$335M1
24BAHL & GAYNOR INC$335M1
25Nuveen, LLC$328M1
26Boston Partners$290M1
27Robeco Institutional Asset Management B.V.$280M1
28AustralianSuper Pty Ltd$273M1
29ROYAL BANK OF CANADA$260M1
30DEUTSCHE BANK AG\$241M1
31ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$240M1
32Sumitomo Mitsui Trust Group, Inc.$233M1
33National Pension Service$232M1
34WELLS FARGO & COMPANY/MN$227M1
35Allianz Asset Management GmbH$226M1
36HSBC HOLDINGS PLC$216M1
37BARCLAYS PLC$213M1
38Swiss National Bank$191M1
39CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$186M1
40Mitsubishi UFJ Asset Management Co., Ltd.$177M1
41ENVESTNET ASSET MANAGEMENT INC$174M1
42AMERICAN CENTURY COMPANIES INC$173M1
43US BANCORP \DE\$151M1
44RAYMOND JAMES FINANCIAL INC$150M1
45Vanguard Global Advisers, LLC$142M1
46Polar Capital Holdings Plc$139M1
47JACOBS LEVY EQUITY MANAGEMENT, INC$132M1
48Qube Research & Technologies Ltd$131M1
49ALLIANCEBERNSTEIN L.P.$130M1
50BNP Paribas Asset Management Holding S.A.$130M1
51FRANKLIN RESOURCES INC$124M1
52VOYA INVESTMENT MANAGEMENT LLC$119M1
53LPL Financial LLC$114M1
54CITIGROUP INC$112M1
55VANGUARD ASSET MANAGEMENT, Ltd$110M1
56EQUITY INVESTMENT CORP$107M1
57TWO SIGMA INVESTMENTS, LP$101M1
58ADAGE CAPITAL PARTNERS GP, L.L.C.$97.8M1
59BANK OF MONTREAL /CAN/$89.0M1
60CANADA PENSION PLAN INVESTMENT BOARD$87.4M1
61Sumitomo Mitsui DS Asset Management Company, Ltd$82.3M1
62PRINCIPAL FINANCIAL GROUP INC$78.5M1
63SEB Asset Management AB$77.7M1
64PFA Pension, Forsikringsaktieselskab$75.8M1
65Verition Fund Management LLC$75.8M1
66MACKENZIE FINANCIAL CORP$75.3M1
67CITADEL ADVISORS LLC$75.0M1
68STOREBRAND ASSET MANAGEMENT AS$73.6M1
69Universal- Beteiligungs- und Servicegesellschaft mbH$73.3M1
70Korea Investment CORP$73.1M1
71NORDEA INVESTMENT MANAGEMENT AB$71.5M1
72TD ASSET MANAGEMENT INC$67.5M1
73Woodline Partners LP$67.0M1
74GREAT LAKES ADVISORS, LLC$66.5M1
75Connor, Clark & Lunn Investment Management Ltd.$64.8M1
76Paralel Advisors LLC$64.2M1
77SUSQUEHANNA INTERNATIONAL GROUP, LLP$63.6M1
78Systematic Alpha Investments, LLC$62.8M1
79Zurcher Kantonalbank (Zurich Cantonalbank)$58.6M1
80CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$58.4M1
81Lansforsakringar Fondforvaltning AB (publ)$57.3M1
82Janus Henderson Group Ltd.$56.9M1
83Asset Management One Co., Ltd.$56.9M1
84Vest Financial, LLC$56.8M1
85Aberdeen Group plc$56.7M1
86AVIVA PLC$56.2M1
87Zurich Insurance Group Ltd/FI$55.7M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$55.7M1
89DANSKE BANK A/S$52.9M1
90PANAGORA ASSET MANAGEMENT INC$51.9M1
91SEI INVESTMENTS CO$50.7M1
92CIBC Bancorp USA Inc.$50.6M1
93WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.7M1
94Freestone Grove Partners LP$49.6M1
95Assenagon Asset Management S.A.$49.5M1
96AMERIPRISE FINANCIAL INC$48.9M1
97O'SHAUGHNESSY ASSET MANAGEMENT, LLC$48.1M1
98KLP KAPITALFORVALTNING AS$47.1M1
99ProShare Advisors LLC$46.3M1
100TRUIST FINANCIAL CORP$43.9M1
101ROYAL LONDON ASSET MANAGEMENT LTD$43.6M1
102TEACHER RETIREMENT SYSTEM OF TEXAS$43.3M1
103Swedbank AB$42.9M1
104HighTower Advisors, LLC$42.0M1
105Quantinno Capital Management LP$41.9M1
106STIFEL FINANCIAL CORP$41.8M1
107MAIRS & POWER INC$41.5M1
108Creative Planning$41.3M1
109NATIONAL BANK OF CANADA /FI/$41.0M1
110Pictet Asset Management Holding SA$39.9M1
111FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$39.5M1
112STATE OF WISCONSIN INVESTMENT BOARD$39.4M1
113Mitsubishi UFJ Trust & Banking Corp$39.2M1
114CWM, LLC$39.1M1
115NOMURA ASSET MANAGEMENT CO LTD$38.2M1
116APG Asset Management N.V.$38.2M1
117MERCER GLOBAL ADVISORS INC /ADV$37.6M1
118Squarepoint Ops LLC$36.6M1
119VICTORY CAPITAL MANAGEMENT INC$36.6M1
120Daiwa Securities Group Inc.$36.6M1
121Cerity Partners LLC$36.4M1
122CONNING INC.$34.9M1
123Mariner, LLC$34.8M1
124AMF Tjanstepension AB$34.7M1
125Alyeska Investment Group, L.P.$34.2M1
126BRAUN STACEY ASSOCIATES INC$34.0M1
127JANE STREET GROUP, LLC$33.5M1
128MANUFACTURERS LIFE INSURANCE COMPANY, THE$33.4M1
129MUFG Securities EMEA plc$32.9M1
130MILLENNIUM MANAGEMENT LLC$32.7M1
131INTECH INVESTMENT MANAGEMENT LLC$32.5M1
132Vanguard Investments Australia, Ltd.$32.4M1
133PRUDENTIAL FINANCIAL INC$32.3M1
134Epoch Investment Partners, Inc.$31.6M1
135HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$31.3M1
136Chevy Chase Trust Holdings, LLC$31.3M1
137FIFTH THIRD BANCORP$30.1M1
138TRILLIUM ASSET MANAGEMENT, LLC$29.8M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$29.8M1
140Candriam S.C.A.$29.4M1
141NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$29.4M1
142GW HENSSLER & ASSOCIATES LTD$29.4M1
143RIT CAPITAL PARTNERS PLC$29.2M1
144M&T BANK CORP$28.0M1
145COMMONWEALTH EQUITY SERVICES, LLC$27.5M1
146Aware Super Pty Ltd as trustee of Aware Super$27.2M1
147Gotham Asset Management, LLC$27.1M1
148CIBC Asset Management Inc$26.9M1
149IEQ CAPITAL, LLC$26.4M1
150SCHRODER INVESTMENT MANAGEMENT GROUP$26.1M1
151Vontobel Holding Ltd.$26.0M1
152CREDIT AGRICOLE S A$25.7M1
153TORONTO DOMINION BANK$25.6M1
154Resona Asset Management Co.,Ltd.$25.4M1
155Illinois Municipal Retirement Fund$25.4M1
156Arbejdsmarkedets Tillaegspension$25.2M1
157Eurizon Capital SGR S.p.A.$25.1M1
158Midwest Trust Co$25.1M1
159Interval Partners, LP$24.3M1
160Cetera Investment Advisers$24.1M1
161Northwest & Ethical Investments L.P.$24.0M1
162NATIXIS$23.5M1
163Mirae Asset Global Investments Co., Ltd.$23.4M1
164Applied Finance Capital Management, LLC$23.1M1
165BANK OF NOVA SCOTIA$22.7M1
166NISA INVESTMENT ADVISORS, LLC$22.6M1
167Swiss Life Asset Management Ltd$22.5M1
168PITTENGER & ANDERSON INC$22.3M1
169State of New Jersey Common Pension Fund D$22.1M1
170Calamos Advisors LLC$20.0M1
171Ensign Peak Advisors, Inc$20.0M1
172Tredje AP-fonden$19.9M1
173St. James Investment Company, LLC$19.8M1
174KEYBANK NATIONAL ASSOCIATION/OH$19.0M1
175U.S. Capital Wealth Advisors, LLC$18.9M1
176QRG CAPITAL MANAGEMENT, INC.$18.8M1
177FIL Ltd$18.3M1
178OSAIC HOLDINGS, INC.$18.2M1
179OPPENHEIMER ASSET MANAGEMENT INC.$18.1M1
180PUBLIC SECTOR PENSION INVESTMENT BOARD$17.9M1
181Arizona State Retirement System$17.8M1
182PRUDENTIAL PLC$17.4M1
183Czech National Bank$17.2M1
184STATE OF MICHIGAN RETIREMENT SYSTEM$17.1M1
185Kestra Advisory Services, LLC$17.0M1
186BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$16.8M1
187Pinnacle Financial Partners, Inc.$16.4M1
188DJE Kapital AG$16.0M1
189Varma Mutual Pension Insurance Co$15.6M1
190GHP Investment Advisors, Inc.$15.5M1
191Rafferty Asset Management, LLC$15.3M1
192Allworth Financial LP$15.2M1
193CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$15.1M1
194Ethic Inc.$14.9M1
195Arvest Bank Trust Division$14.8M1
196Brookstone Capital Management$14.8M1
197MetLife Investment Management, LLC$14.7M1
198COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$14.7M1
199National Mutual Insurance Federation of Agricultural Cooperatives$14.6M1
200Telos Capital Management, Inc.$14.3M1
201Pathstone Holdings, LLC$14.3M1
202MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.8M1
203Talbot Financial, LLC$13.8M1
204Y-Intercept (Hong Kong) Ltd$13.6M1
205Retirement Systems of Alabama$13.4M1
206CITIZENS FINANCIAL GROUP INC/RI$13.2M1
207Sienna Gestion$13.0M1
208IFM Investors Pty Ltd$13.0M1
209Banco Santander, S.A.$12.8M1
210Vanguard Personalized Indexing Management, LLC$12.5M1
211ASR Vermogensbeheer N.V.$12.4M1
212STANSBERRY ASSET MANAGEMENT, LLC$12.3M1
213Perigon Wealth Management, LLC$12.3M1
214REGIONS FINANCIAL CORP$11.9M1
215SHELTON CAPITAL MANAGEMENT$11.7M1
216BARTLETT & CO. WEALTH MANAGEMENT LLC$11.7M1
217RITHOLTZ WEALTH MANAGEMENT$11.6M1
218PARK CIRCLE Co$11.5M1
219USS Investment Management Ltd$11.5M1
220XPONANCE LLC$11.4M1
221XTX Topco Ltd$11.3M1
222OP Asset Management Ltd$11.3M1
223Baird Financial Group, Inc.$11.2M1
224Goelzer Investment Management, Inc.$11.1M1
225GUGGENHEIM CAPITAL LLC$11.0M1
226HENNESSY ADVISORS INC$10.8M1
227BROWN ADVISORY INC$10.6M1
228Empowered Funds, LLC$10.5M1
229Grantham, Mayo, Van Otterloo & Co. LLC$10.5M1
230Aviance Capital Partners, LLC$10.3M1
231JUPITER ASSET MANAGEMENT LTD$10.3M1
232FIRST MANHATTAN CO. LLC.$10.3M1
233Trexquant Investment LP$10.3M1
234Utah Retirement Systems$10.3M1
235CARRET ASSET MANAGEMENT, LLC$10.3M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.1M1
237MACQUARIE GROUP LTD$9.7M1
238Mediolanum International Funds Ltd$9.7M1
239MAI Capital Management$9.7M1
240Rockefeller Capital Management L.P.$9.6M1
241NEW YORK LIFE INVESTMENT MANAGEMENT LLC$9.4M1
242MML INVESTORS SERVICES, LLC$9.3M1
243Murphy Pohlad Asset Management LLC$9.3M1
244NEOS Investment Management LLC$9.1M1
245Palmer Knight Co$9.1M1
246BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.0M1
247FIRST NATIONAL BANK OF OMAHA$8.8M1
248Elo Mutual Pension Insurance Co$8.7M1
249Koshinski Asset Management, Inc.$8.7M1
250Sequoia Financial Advisors, LLC$8.6M1
251Te Ahumairangi Investment Management Ltd$8.6M1
252Palisade Asset Management, LLC$8.5M1
253COMMERCE BANK$8.4M1
254NISSAY ASSET MANAGEMENT CORP /JAPAN$8.4M1
255YOUSIF CAPITAL MANAGEMENT, LLC$8.2M1
256KWMG, LLC$8.2M1
257DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.2M1
258Bridgewater Associates, LP$7.9M1
259NEW VERNON INVESTMENT MANAGEMENT LLC$7.6M1
260Groupe la Francaise$7.6M1
261AE Wealth Management LLC$7.6M1
262Sterling Capital Management LLC$7.5M1
263Kingsview Wealth Management, LLC$7.4M1
264WINTON GROUP Ltd$7.4M1
265Dai-ichi Life Insurance Company, Ltd$7.3M1
266OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.2M1
267Genus Capital Management Inc.$7.2M1
268Wealthfront Advisers LLC$7.2M1
269AIA Group Ltd$7.1M1
270Freestone Capital Holdings, LLC$7.0M1
271Beacon Pointe Advisors, LLC$7.0M1
272Private Advisor Group, LLC$6.9M1
273CAPITAL CITY TRUST CO/FL$6.9M1
274BLAIR WILLIAM & CO/IL$6.9M1
275Penobscot Investment Management Company, Inc.$6.8M1
276Fisher Funds Management LTD$6.7M1
277MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.7M1
278Tidal Investments LLC$6.7M1
279Citizens Business Bank$6.6M1
280Steward Partners Investment Advisory, LLC$6.6M1
281MEYER HANDELMAN CO$6.5M1
282ASSETMARK, INC$6.5M1
283LAZARD ASSET MANAGEMENT LLC$6.4M1
284Vident Advisory, LLC$6.4M1
285UMB Bank, n.a.$6.3M1
286Man Group plc$6.2M1
287Norinchukin Bank, The$6.2M1
288CVFG LLC$6.1M1
289R.H. Investment Group, LLC$6.1M1
290HB Wealth Management, LLC$6.1M1
291Federation des caisses Desjardins du Quebec$6.0M1
292PINNACLE ASSOCIATES LTD$6.0M1
293HM PAYSON & CO$6.0M1
294Investment Management Corp of Ontario$5.9M1
295Generali Powszechne Towarzystwo Emerytalne$5.9M1
296Verdence Capital Advisors LLC$5.9M1
297MCCARTER PRIVATE WEALTH SERVICES LLC$5.8M1
298WORLDQUANT MILLENNIUM ADVISORS LLC$5.8M1
299First Pacific Financial$5.8M1
300Avanza Fonder AB$5.8M1
301Merit Financial Group, LLC$5.6M1
302Cannell & Spears LLC$5.6M1
303SEMPER AUGUSTUS INVESTMENTS GROUP LLC$5.6M1
304LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.6M1
305UniSuper Management Pty Ltd$5.4M1
306FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$5.4M1
307MERIDIAN INVESTMENT COUNSEL INC.$5.4M1
308Cresset Asset Management, LLC$5.3M1
309Composition Wealth, LLC$5.3M1
310CULBERTSON A N & CO INC$5.3M1
311Railway Pension Investments Ltd$5.3M1
312Generali Asset Management SPA SGR$5.2M1
313Arjuna Capital$5.1M1
314WELLINGTON MANAGEMENT GROUP LLP$5.1M1
315ING GROEP NV$5.1M1
316Lido Advisors, LLC$5.1M1
317Elevate Capital Advisors, LLC$5.0M1
318LEUTHOLD GROUP, LLC$4.9M1
319Slow Capital, Inc.$4.9M1
320&PARTNERS$4.9M1
321CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.9M1
322KCM INVESTMENT ADVISORS LLC$4.8M1
323FAS Wealth Partners, Inc.$4.7M1
324NewEdge Wealth, LLC$4.7M1
3251832 Asset Management L.P.$4.7M1
326Baker Avenue Asset Management, LP$4.6M1
327Principle Wealth Partners LLC$4.6M1
328MOODY ALDRICH PARTNERS LLC$4.6M1
329Unison Advisors LLC$4.6M1
330Laird Norton Wetherby Trust Company, LLC$4.6M1
331Prospera Financial Services Inc$4.5M1
332Savant Capital, LLC$4.4M1
333Vestmark Advisory Solutions, Inc.$4.4M1
334Applied Capital LLC/FL$4.4M1
335SGL Investment Advisors, Inc.$4.3M1
336Siemens Fonds Invest GmbH$4.3M1
337Atria Investments, Inc$4.3M1
338CHOREO, LLC$4.2M1
339ROMANO BROTHERS AND COMPANY$4.2M1
340GLOBALT Investments LLC / GA$4.2M1
341Wakefield Asset Management LLLP$4.1M1
342Forvis Mazars Wealth Advisors, LLC$4.1M1
343Orion Porfolio Solutions, LLC$4.0M1
344ALPS ADVISORS INC$4.0M1
345HANCOCK WHITNEY CORP$4.0M1
3461ST SOURCE BANK$4.0M1
347BARROW HANLEY MEWHINNEY & STRAUSS LLC$3.9M1
348Tower Research Capital LLC (TRC)$3.9M1
349Cyndeo Wealth Partners, LLC$3.9M1
350OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$3.8M1
351MIZUHO SECURITIES USA LLC$3.8M1
352Rossmore Private Capital$3.8M1
353OMERS ADMINISTRATION Corp$3.8M1
354Carnegie Investment Counsel$3.8M1
355Vise Technologies, Inc.$3.7M1
356HARTFORD INVESTMENT MANAGEMENT CO$3.6M1
357Asset Dedication, LLC$3.6M1
358ABN AMRO INVESTMENT SOLUTIONS$3.6M1
359Ballentine Partners, LLC$3.5M1
360Banque Cantonale Vaudoise$3.5M1
361D.A. DAVIDSON & CO.$3.5M1
362Compass Wealth Management LLC$3.5M1
363William B. Walkup & Associates, Inc.$3.5M1
364New Age Alpha Advisors, LLC$3.5M1
365Lincoln Capital LLC$3.4M1
366ABC ARBITRAGE SA$3.4M1
367Garner Asset Management Corp$3.4M1
368Third View Private Wealth, LLC$3.4M1
369Hennion & Walsh Asset Management, Inc.$3.4M1
370Americana Partners, LLC$3.4M1
371Acropolis Investment Management, LLC$3.4M1
372DELTA FINANCIAL ADVISORS LLC$3.3M1
373PATTON ALBERTSON MILLER GROUP, LLC$3.3M1
374Lombard Odier Asset Management (Switzerland) SA$3.3M1
375ALKEME WEALTH, LLC$3.2M1
376Focus Partners Advisor Solutions, LLC$3.2M1
377Maryland State Retirement & Pension System$3.2M1
378FULTON BANK, N.A.$3.2M1
379Bleakley Financial Group, LLC$3.2M1
380UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.2M1
381LEVIN CAPITAL STRATEGIES, L.P.$3.2M1
382Kintegral Advisory, LLC$3.1M1
383PEDDOCK CAPITAL ADVISORS, LLC$3.1M1
384QUADRANT CAPITAL GROUP LLC$3.1M1
385Evercore Wealth Management, LLC$3.0M1
386Equitable Holdings, Inc.$3.0M1
387EAGLE ROCK INVESTMENT COMPANY, LLC$3.0M1
388WHITE PINE CAPITAL LLC$3.0M1
389EP Wealth Advisors, LLC$3.0M1
390Atlantic Union Bankshares Corp$2.9M1
391KKM Financial LLC$2.9M1
392BURNEY CO/$2.9M1
393Allspring Global Investments Holdings, LLC$2.9M1
394DSG Capital Advisors, LLC$2.8M1
395Crossmark Global Holdings, Inc.$2.8M1
396CenterBook Partners LP$2.8M1
397LIGHTHOUSE FINANCIAL SERVICES INC /ADV$2.8M1
398MONTAG A & ASSOCIATES INC$2.8M1
399PARSONS CAPITAL MANAGEMENT INC/RI$2.8M1
400Brooklyn Investment Group$2.7M1
401STEPHENS INC /AR/$2.7M1
402Voleon Capital Management LP$2.7M1
403AssuredPartners Investment Advisors, LLC$2.7M1
404Moors & Cabot, Inc.$2.7M1
405TWIN CAPITAL MANAGEMENT INC$2.7M1
406AG2R LA MONDIALE GESTION D'ACTIFS$2.7M1
407Choate Investment Advisors$2.6M1
408Metis Global Partners, LLC$2.6M1
409Atlantic Edge Private Wealth Management, LLC$2.6M1
410Benin Management CORP$2.6M1
411Avalon Trust Co$2.6M1
412Jacobi Capital Management LLC$2.5M1
413Polymer Capital Management (US) LLC$2.5M1
414HUNTINGTON NATIONAL BANK$2.5M1
415DIVERSIFY WEALTH MANAGEMENT, LLC$2.5M1
416Kimelman & Baird, LLC$2.5M1
417Summit Trail Advisors, LLC$2.5M1
418Carmel Capital Partners, LLC$2.5M1
419OSSIAM$2.4M1
420Accredited Investors Inc.$2.4M1
421Smith Salley Wealth Management$2.4M1
422Saudi Central Bank$2.4M1
423OPPENHEIMER & CO INC$2.4M1
424Cornerstone Planning, LLC$2.4M1
425CIM, LLC$2.4M1
426Spire Wealth Management$2.4M1
427Concord Wealth Partners$2.4M1
428Capital Wealth Planning, LLC$2.3M1
429Concord Asset Management, LLC/VA$2.3M1
430Essex Financial Services, Inc.$2.3M1
431ASAHI LIFE ASSET MANAGEMENT CO., LTD.$2.3M1
432Empirical Finance, LLC$2.3M1
433E. Ohman J:or Asset Management AB$2.3M1
434Ascent Group, LLC$2.3M1
435FOUNDERS FINANCIAL SECURITIES LLC$2.2M1
436Focus Financial Network, Inc.$2.2M1
437MITCHELL MCLEOD PUGH & WILLIAMS INC$2.2M1
438NICOLET BANKSHARES INC$2.2M1
439FIRST NATIONAL TRUST CO$2.2M1
440Weaver Capital Management LLC$2.2M1
441MGO ONE SEVEN LLC$2.2M1
442TECTONIC ADVISORS LLC$2.2M1
443Azimuth Capital Investment Management LLC$2.2M1
444Concurrent Investment Advisors, LLC$2.2M1
445JT Stratford LLC$2.2M1
446Clearstead Advisors, LLC$2.2M1
447Venture Visionary Partners LLC$2.1M1
448COLDSTREAM CAPITAL MANAGEMENT INC$2.1M1
449VIRTUE ASSET MANAGEMENT LLC$2.1M1
450TOKIO MARINE ASSET MANAGEMENT CO LTD$2.1M1
451WEBSTER BANK, N. A.$2.1M1
452Meeder Advisory Services, Inc.$2.1M1
453Snowden Capital Advisors LLC$2.1M1
454Quadcap Wealth Management, LLC$2.1M1
455Claro Advisors Inc.$2.1M1
456CAISSE DES DEPOTS ET CONSIGNATIONS$2.1M1
457Aptus Capital Advisors, LLC$2.1M1
458NAPLES GLOBAL ADVISORS, LLC$2.1M1
459NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
460Dakota Wealth Management$2.0M1
461Nordwand Advisors, LLC$2.0M1
462EAGLE CAPITAL MANAGEMENT LLC$2.0M1
463SIGNATUREFD, LLC$2.0M1
464Virtus Investment Advisers, LLC$2.0M1
465Envestnet Portfolio Solutions, Inc.$2.0M1
466Northern Financial Advisors Inc$1.9M1
467MUHLENKAMP & CO INC$1.9M1
468JOHNSON INVESTMENT COUNSEL INC$1.9M1
469Corient Private Wealth LLC$1.9M1
470Ballast, Inc.$1.9M1
471Krilogy Financial LLC$1.9M1
472DAGCO, INC.$1.9M1
473Waverly Advisors, LLC$1.9M1
474J.W. COLE ADVISORS, INC.$1.9M1
475Callan Family Office, LLC$1.9M1
476North Dakota State Investment Board$1.9M1
477Convergence Investment Partners, LLC$1.9M1
478OneDigital Investment Advisors LLC$1.9M1
479KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M1
480Weiss Asset Management LP$1.8M1
481Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.8M1
482PYA Waltman Capital, LLC$1.8M1
483Sivia Capital Partners, LLC$1.8M1
484Ashton Thomas Private Wealth, LLC$1.8M1
485WBH ADVISORY INC$1.8M1
486Spartan Wealth Advisory Services LLC$1.8M1
487BSW Wealth Partners$1.8M1
488COURIER CAPITAL LLC$1.8M1
489ELEVATION POINT WEALTH PARTNERS, LLC$1.8M1
490Agate Pass Investment Management, LLC$1.8M1
491Phoenix Financial Ltd.$1.7M1
492MUFG SECURITIES AMERICAS INC.$1.7M1
493Churchill Financial Advisors, LLC$1.7M1
494Kathmere Capital Management, LLC$1.7M1
495Meiji Yasuda Asset Management Co Ltd.$1.7M1
496PROFUND ADVISORS LLC$1.7M1
497Johnson Financial Group, Inc.$1.7M1
498SECURIAN ASSET MANAGEMENT, INC$1.7M1
499BENJAMIN EDWARDS INC$1.7M1
500EXCHANGE TRADED CONCEPTS, LLC$1.7M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TRV

RETAINED WINDOW · ACTIVE HITS
Signal hits naming TRV
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for TRV · financials and macro

Financials — as filed PLANNED

TRV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: TRV on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing