Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,378 holders are listed, largest first: 1,378
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $47.4B
holders whose share count rose or who opened the position (new + add), by shares: 638
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 133

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed TRV — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).