Cross-institution positioning
May 6, 2026Strong institutional reduction. 3 reducing, 1 exited across 4 comparable institutions.
Source: Schedule 13 researchTRV Institutional Ownership
TRAVELERS COMPANIES, INC.
Latest stored close $360.61 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Sell
24/100
5 tracked · 4 comparable
Latest filing
May 6, 2026
Positive breadth
1 positive · 4 negative
Recent close
$360.61
Research confidence
Medium
Institutional Research 9/100 · 0 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating0
Newly reported1
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 24/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 4 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
12/100
Insiders
22/100
Fundamentals
60/100
Events
50/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 30, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 13 sales by 9 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 7, 20266 non-amendment material events in the last 90 days; 3 capital-related filing/events (1 equity-related, 0 debt-related); Latest classified evidence: Director or executive change. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 17, 2026Revenue +0.3% YoY; Net income +46.3% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 86% through its reported 52-week range; +36.8% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed May 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 25, 2024
Direction locked
Vanguard Capital Management
Filed Apr 30, 2026
Direction locked
BlackRock
Filed Apr 17, 2025
Direction locked
Fidelity / FMR
Filed May 6, 2026
Direction locked
State Street
Filed Jan 30, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 25, 2024
Vanguard Capital Management
Filed Apr 30, 2026
BlackRock
Filed Apr 17, 2025
Fidelity / FMR
Filed May 6, 2026
State Street
Filed Jan 30, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth9Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Golden Russell G. | AGrant, award, or other acquisition | Common Stock | 130 | $356.51 | Direct | Oct 1, 2026 |
| Sep 30, 2026 | Jabbour Anthony M | AGrant, award, or other acquisition | Common Stock | 65 | $356.51 | Direct | Oct 1, 2026 |
| Sep 30, 2026 | Robinson Elizabeth | AGrant, award, or other acquisition | Common Stock | 123 | $356.51 | Direct | Oct 1, 2026 |
| Aug 28, 2026 | OLIVO MARIA | SOpen-market or private sale | Common Stock | 6.0K | $369.86 | Direct | Aug 31, 2026 |
| Aug 14, 2026 | Jabbour Anthony M | AGrant, award, or other acquisition | Common Stock | 446 | $370.36 | Direct | Aug 18, 2026 |
| Jul 24, 2026 | Kurtzman Diane | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 4.2K | $0.00 | Direct | Jul 27, 2026 |
| Jul 24, 2026 | Kurtzman Diane | SOpen-market or private sale | Common Stock | 4.2K | $386.71 | Direct | Jul 27, 2026 |
| Jul 24, 2026 | Kurtzman Diane | MExercise or conversion of derivative | Common Stock | 4.2K | $132.58 | Direct | Jul 27, 2026 |
| Jul 24, 2026 | Yin Daniel Tei-Hwa | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 7.2K | $0.00 | Direct | Jul 27, 2026 |
| Jul 24, 2026 | Yin Daniel Tei-Hwa | SOpen-market or private sale | Common Stock | 7.2K | $387.00 | Direct | Jul 27, 2026 |
| Jul 24, 2026 | Yin Daniel Tei-Hwa | MExercise or conversion of derivative | Common Stock | 7.2K | $140.85 | Direct | Jul 27, 2026 |
| Jul 22, 2026 | BESSETTE ANDY F | SOpen-market or private sale | Common Stock | 100 | $368.87 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | BESSETTE ANDY F | SOpen-market or private sale | Common Stock | 2.9K | $368.09 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Munson Paul E. | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 1.5K | $0.00 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Munson Paul E. | SOpen-market or private sale | Common Stock | 1.5K | $369.91 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Munson Paul E. | MExercise or conversion of derivative | Common Stock | 1.5K | $126.18 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Rowland David Donnay | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 5.0K | $0.00 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Rowland David Donnay | SOpen-market or private sale | Common Stock | 5.0K | $371.69 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Rowland David Donnay | MExercise or conversion of derivative | Common Stock | 5.0K | $132.58 | Direct | Jul 24, 2026 |
| Jul 21, 2026 | Lefebvre Mojgan M | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 7.1K | $0.00 | Direct | Jul 23, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related3
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 7, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jul 24, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jul 22, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Jul 21, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Jul 17, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Jul 17, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 22, 2026 | 8-K | 5.02, 5.07, 9.01 | Director or executive change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 21, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Apr 16, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 17, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 6, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jan 21, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$12.2B
Q2 2026
+0.3% YoY 10-Q filed Jul 17, 2026
Net income
$2.2B
Q2 2026
+46.3% YoY 10-Q filed Jul 17, 2026
Diluted EPS
$10.26
Q2 2026
+57.1% YoY 10-Q filed Jul 17, 2026
Operating cash flow
$4.1B
YTD through Jun 30, 2026
+11.4% YoY 10-Q filed Jul 17, 2026
Assets
$143.6B
As of Jun 30, 2026
+3.4% YoY 10-Q filed Jul 17, 2026
Liabilities
$110.5B
As of Jun 30, 2026
+1.0% YoY 10-Q filed Jul 17, 2026
Stockholders’ equity
$33.1B
As of Jun 30, 2026
+12.2% YoY 10-Q filed Jul 17, 2026
Shares outstanding
208.6M
As of Jul 10, 2026
-7.4% YoY 10-Q filed Jul 17, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $12.2B | +0.3% |
| Ended Mar 31, 2026 | $11.9B | +1.0% |
| Ended Sep 30, 2025 | $12.5B | +4.8% |
| Ended Jun 30, 2025 | $12.1B | +7.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $48.8B | +5.2% |
| Ended Dec 31, 2024 | $46.4B | +12.2% |
| Ended Dec 31, 2023 | $41.4B | +12.1% |
| Ended Dec 31, 2022 | $36.9B | +5.9% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$377.97
View live quote ↗
52-week low
$252.26
Oct 16, 2025
52-week high
$398.70
Jul 28, 2026
Below 52-week high
5.2%
1W return
+3.4%
1M return
+2.1%
3M return
+23.3%
6M return
+25.0%
YTD return
+30.3%
1Y return
+36.8%
30-day volatility
17.7%
90-day volatility
25.0%
1Y max drawdown
-8.8%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 24 filing(s) · 21 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 quarter end May 15, 2026 filed Amended Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 14.1M | $360.61 | |||
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment | Reported reduction | 12.0K -3.1K | 12.00% +5.40 pts | $291.68 | $301.59 | $360.61 |
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 observed Apr 30, 2026 filed · 30d Initial Schedule 13G | Initial Schedule 13G | 16.2M | 12.00% | $291.68 | $305.14 | $360.61 |
Explore more institutional activity
Related research
Compare TRV with other securities showing similar institutional activity or recent accumulation across several tracked institutions.