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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 2026-11-10T07:40:50.020Z

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2026-11-092026-11-05Goldwasser LesleyA280Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-05 and its public availability date is 2026-11-09. Subtracting those calendar dates gives 4 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0000086312-26-000201 ↗SEC 0000086312-26-000197 ↗SEC 0000086312-26-000194 ↗

Recent Form 4 activity

Inspect all 21 displayed rows: Recent Form 4 activity

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2026-11-092026-11-05Goldwasser LesleyA280Not reported
2026-11-062026-11-04OLIVO MARIAS15,000Not reported
2026-10-292026-10-28BESSETTE ANDY FS2,999.71Not reported
2026-10-282026-10-27Lefebvre Mojgan MS11,000Not reported
2026-10-232026-10-21Schnitzer Alan DS2,992Not reported
2026-10-232026-10-21Schnitzer Alan DS44,879Not reported
2026-10-232026-10-21Schnitzer Alan DS15,759Not reported
2026-10-232026-10-21Schnitzer Alan DS12,369Not reported
2026-10-232026-10-21Schnitzer Alan DS12,901Not reported
2026-10-232026-10-22Toczydlowski Gregory CS2,100Not reported
2026-10-232026-10-22Toczydlowski Gregory CS32,671Not reported
2026-10-232026-10-22Rowland David DonnayS5,000Not reported
2026-10-232026-10-22Klenk Jeffrey P.S9,016Not reported
2026-10-222026-10-21OLIVO MARIAS15,100Not reported
2026-10-222026-10-20Klein Michael FrederickS1,359Not reported
2026-10-222026-10-20Klein Michael FrederickS6,141Not reported
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

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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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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.