| 4 | FMR LLC | 10.3M | $3.39B | -14.4% | 4.925% | 0.15% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.3M | $2.74B | +54.3% | 3.986% | 0.12% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6.3M | $2.10B | +12.0% | 3.030% | 0.11% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2M | $1.40B | -13.5% | 2.034% | 0.44% |
| 8 | MORGAN STANLEY | 3.8M | $1.26B | +7.1% | 1.835% | 0.07% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.6M | $1.17B | +2.1% | 1.705% | 0.21% |
| 10 | JPMORGAN CHASE & CO | 3.1M | $1.03B | -16.5% | 1.492% | 0.06% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 2.8M | $936.8M | +15.4% | 1.361% | 0.33% |
| 12 | BANK OF AMERICA CORP /DE/ | 2.8M | $932.1M | -17.4% | 1.354% | 0.06% |
| 13 | NORTHERN TRUST CORP | 2.8M | $929.1M | -7.0% | 1.349% | 0.11% |
| 14 | Clearbridge Investments, LLC | 2.8M | $928.3M | +0.5% | 1.348% | 0.77% |
| 15 | NORGES BANK | 2.6M | $853.2M | — | 1.239% | 0.09% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.5M | $826.7M | -8.1% | 1.201% | 0.15% |
| 17 | GQG Partners LLC | 2.4M | $789.0M | — | 1.146% | 1.47% |
| 18 | Invesco Ltd. | 2.4M | $787.8M | +20.9% | 1.144% | 0.06% |
| 19 | JANE STREET GROUP, LLC | 2.3M | $758.0M | +1182.9% | 1.101% | 0.06% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.3M | $745.7M | +174.8% | 1.083% | 0.33% |
| 21 | UBS Group AG | 1.9M | $642.5M | -8.5% | 0.933% | 0.08% |
| 22 | FIRST TRUST ADVISORS LP | 1.8M | $595.3M | +5.7% | 0.865% | 0.35% |
| 23 | Legal & General Group Plc | 1.7M | $558.2M | -4.0% | 0.811% | 0.12% |
| 24 | First Nebraska Trust Co | 10K | $533.2M | — | 0.005% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 1.6M | $530.0M | +8.6% | 0.770% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TRV — a direct measure of their conviction.
| 81.75% |
| 1.26 pp |
| $45.97B |
| 1.3% |
| Q4 2024 | 1,514 | +7.2% | 83.01% | +2.83 pp | $46.59B | +14% |
| Q3 2024 | 1,412 | — | 80.18% | — | $40.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
TRV institutional ownership rose by 5.99 percentage points quarter-over-quarter, with a net change of +73 holders.
The top 10 institutions account for 49.1% of all reported 13F value in TRV, and the top 25 account for 67.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Travelers Companies, Inc. (TRV) Institutional Ownership