TRV The Travelers Companies, Inc.
The Travelers Companies, Inc. (TRV) Institutional Ownership
What the institutions did with TRV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 18.5K | 39.0% |
| MassMutual Private Wealth & Trust, FSB | 5.7K | 12.0% |
| Parrish Capital LLC | 3.2K | 6.8% |
| CX Institutional | 2.9K | 6.2% |
| EASTERN BANK | 2.6K | 5.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.6K | 5.5% |
| PARK NATIONAL CORP /OH/ | 2.3K | 4.9% |
| NEVILLE RODIE & SHAW INC | 1.7K | 3.6% |
| Hickory Point Bank & Trust | 1.4K | 2.9% |
| Versant Capital Management, Inc | 1.2K | 2.6% |
| Central Pacific Bank - Trust Division | 899 | 1.9% |
| ROCKLAND TRUST CO | 859 | 1.8% |
| Horizons Wealth Management | 812 | 1.7% |
| Stonebridge Financial Group, LLC | 745 | 1.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 724 | 1.5% |
| TOMPKINS FINANCIAL CORP | 573 | 1.2% |
| Coastline Trust Co | 285 | 0.6% |
| Sarver Vrooman Wealth Advisors | 148 | 0.3% |
| Rosenberg Matthew Hamilton | 50 | 0.1% |
| Polaris Financial Partners | 45 | 0.1% |
| Planning Strategies Inc. | 13 | 0.0% |
| Roxbury Financial LLC | 6 | 0.0% |
| Noble Wealth Management PBC | 3 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 27.7K | 2.9K | -24.7K |
| Central Pacific Bank - Trust Division | Reduced | 2.0K | 899 | -1.1K |
| Parrish Capital LLC | Reduced | 3.6K | 3.2K | -382 |
| PARK NATIONAL CORP /OH/ | Reduced | 2.6K | 2.3K | -317 |
| Versant Capital Management, Inc | Increased | 1.2K | 1.2K | +82 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 5.8K | 5.7K | -71 |
| EASTERN BANK | Reduced | 2.7K | 2.6K | -49 |
| Stonebridge Financial Group, LLC | Increased | 699 | 745 | +46 |
| Hickory Point Bank & Trust | Reduced | 1.4K | 1.4K | -10 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 2.6K | 2.6K | -9 |
| Planning Strategies Inc. | Increased | 12 | 13 | +1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 18.5K | 18.5K | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.