Public ownership evidence

The Travelers Companies, Inc. (TRV) Ownership Disclosures

Read TRV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

The Travelers Companies, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-01
Trade date
2026-09-30
Reporting owners
Robinson Elizabeth
Code
A
Shares
122.72
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000086312-26-000172
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TRV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TRV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-10-012026-09-30Robinson ElizabethA122.72Not reported
2026-10-012026-09-30Jabbour Anthony MA65.17Not reported
2026-10-012026-09-30Golden Russell G.A129.73Not reported
2026-09-012026-08-28OLIVO MARIAS6,000Not reported
2026-08-192026-08-14Jabbour Anthony MA446Not reported
2026-07-282026-07-24Yin Daniel Tei-HwaS7,153Not reported
2026-07-282026-07-24Kurtzman DianeS4,164Not reported
2026-07-252026-07-22Rowland David DonnayS5,000Not reported
2026-07-252026-07-22Munson Paul E.S1,525Not reported
2026-07-252026-07-22BESSETTE ANDY FS100Not reported
2026-07-252026-07-22BESSETTE ANDY FS2,900Not reported
2026-07-242026-07-21Klein Michael FrederickS5,875Not reported
2026-07-242026-07-21Klein Michael FrederickS125Not reported
2026-07-242026-07-21Frey Daniel S.S3,000Not reported
2026-07-242026-07-21Frey Daniel S.S11,037Not reported
2026-07-242026-07-21Lefebvre Mojgan MS7,100Not reported
2026-07-242026-07-21Lefebvre Mojgan MS9,213Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29232$76,588None
Cornerstone Financial Management LLC2026-03-312026-08-29226$65,920None
Cornerstone Financial Management LLC2025-12-312026-08-29229$66,424None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-291,044$276,034Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-297,965$2,106,319None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-281,550$511,686None
Advisors Asset Management, Inc.2021-12-312026-08-286,279$982,224None
Advisors Asset Management, Inc.2022-12-312026-08-28870$163,116None
Advisors Asset Management, Inc.2022-06-302026-08-28223$38,000None
Advisors Asset Management, Inc.2021-09-302026-08-2816,641$2,530,000None
Corient Private Wealth LP2026-06-302026-08-2896,494$31,854,955None
Corient Private Wealth LP2026-06-302026-08-2813,442$4,437,311None
Formuepleje A/S2023-12-312026-08-2849,742$9,475,354None
Formuepleje A/S2023-09-302026-08-2850,684$8,277,204None
Formuepleje A/S2023-06-302026-08-2849,864$8,659,382None
Formuepleje A/S2023-03-312026-08-2853,185$9,116,441None
Formuepleje A/S2022-12-312026-08-2849,343$9,251,319None
Formuepleje A/S2022-09-302026-08-2820,589$3,154,235None
Legacy Edge Advisors, LLC2025-09-302026-08-27999$278,941None
Principia Wealth Advisory, LLC2026-06-302026-08-2719$6,272None
Principia Wealth Advisory, LLC2026-03-312026-08-2718$5,250None
Advisors Asset Management, Inc.2024-03-312026-08-2732,927$7,577,820None
Advisors Asset Management, Inc.2025-03-312026-08-271,144$302,542None
Advisors Asset Management, Inc.2022-09-302026-08-27670$103,000None
Advisors Asset Management, Inc.2020-12-312026-08-2710,731$1,506,000None
Advisors Asset Management, Inc.2022-03-312026-08-276,268$1,145,352None
Advisors Asset Management, Inc.2023-06-302026-08-2714,907$2,588,750None
Advisors Asset Management, Inc.2023-09-302026-08-2724,428$3,989,337None
Advisors Asset Management, Inc.2023-03-312026-08-274,508$772,716None
Advisors Asset Management, Inc.2021-03-312026-08-2715,492$2,329,997None
Advisors Asset Management, Inc.2020-09-302026-08-278,078$873,959None
Advisors Asset Management, Inc.2025-09-302026-08-271,148$320,545None
Advisors Asset Management, Inc.2023-12-312026-08-2732,104$6,115,491None
Dakota Wealth Management2025-09-302026-08-276,396$1,785,881None
Dakota Wealth Management2025-12-312026-08-276,939$2,012,664None
Dakota Wealth Management2026-03-312026-08-276,916$2,017,144None
Redwood Investment Management, LLC2025-12-312026-08-273,783$1,097,000None
Advus Financial Partners, LLC2026-06-302026-08-261,390$458,867None
Advus Financial Partners, LLC2026-03-312026-08-261,399$408,060None
Advus Financial Partners, LLC2025-12-312026-08-261,411$409,275None
Advus Financial Partners, LLC2025-09-302026-08-261,726$481,934None
Advus Financial Partners, LLC2025-06-302026-08-261,762$471,405None
Advus Financial Partners, LLC2025-03-312026-08-261,712$452,756None
Advus Financial Partners, LLC2024-12-312026-08-261,377$331,706None
Advus Financial Partners, LLC2024-09-302026-08-261,377$322,383None
Advus Financial Partners, LLC2024-06-302026-08-261,377$279,999None
Advus Financial Partners, LLC2024-03-312026-08-261,473$338,996None
Advus Financial Partners, LLC2023-12-312026-08-261,473$280,592None
Advus Financial Partners, LLC2023-09-302026-08-261,230$200,871None
Advus Financial Partners, LLC2023-06-302026-08-261,294$224,716None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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