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Travelers Companies Ownership | Who Owns Travelers Companies?

OverviewForecastRevenueFinancialsChartTranscripts

Travelers Companies Ownership Summary

Travelers Companies is owned by 80.73% institutional investors, 0.24% insiders, and 19.04% retail investors. Vanguard group is the largest institutional shareholder, holding 9.33% of TRV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Travelers Companies shares.

TRV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockTravelers Companies80.73%0.24%19.04%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryProperty & Casualty Insurance Stocks65.87%12.92%21.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group21.37M9.33%$4.35B
Blackrock20.17M8.81%$4.10B
State street15.45M6.75%$3.14B
Jpmorgan chase13.44M5.87%$2.73B
Fmr12.48M5.45%$2.54B
Massachusetts financial services co /ma/6.92M3.02%$1.41B
Geode capital management4.96M2.17%$1.01B
Clearbridge investments4.27M1.86%$867.73M
Price t rowe associates inc /md/4.01M1.75%$816.10M
Morgan stanley3.84M1.68%$780.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Park circle44.83K8.71%$9.11M
Garland capital management30.02K4.31%$6.10M
New vernon investment management14.51K3.83%$2.95M
Palmer knight36.77K3.58%$7.48M
St. james investment company99.90K3.55%$20.31M
Murphy pohlad asset management36.19K3.18%$7.36M
Applied capital llc/fl16.49K2.93%$3.35M
Cornerstone investment partners288.91K2.90%$58.75M
Steigerwald, gordon & koch94.64K2.33%$19.24M
Shorepoint capital partners46.26K2.21%$9.41M

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/3.36M0.06%2.35M
Norges bank2.15M0.07%2.15M
Jpmorgan chase13.44M0.22%1.70M
Ubs asset management americas2.54M0.15%786.59K
Acadian asset management868.56K0.54%678.24K

Top Sellers

HolderShares% AssetsChange
Price t rowe associates inc /md/4.01M0.10%-1.60M
Barclays966.24K0.06%-1.10M
Adage capital partners gp---503.81K
Zurich insurance group ltd/fi---383.20K
Man group135.50K0.07%-380.56K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.15M0.07%2.15M$437.58M
Manning & napier advisors85.09K0.20%85.09K$17.30M
Fjarde ap-fonden (the fourth swedish national pensionfund)79.05K0.18%79.05K$16.07M
Corebridge financial65.95K0.07%65.95K$13.41M
Mirae asset global etfs52.85K0.03%52.85K$10.75M

Sold Out

HolderChange
Guardian wealth management-2.00
Financial synergies wealth advisors-3.00
Camelot portfolios-4.00
Mine & arao wealth creation & management, llc.-5.00
Iag wealth partners-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,4693.89%183,570,774-3.59%801.16%6261.95%5064.98%
Jun 30, 20241,391-4.66%190,103,1172.35%831.26%602-7.67%477-5.73%
Mar 31, 20241,4599.04%185,736,678-1.64%811.19%6524.99%50610.96%
Dec 31, 20231,3385.02%188,841,0132.47%821.27%62116.07%456-5.20%
Sep 30, 20231,274-1.39%184,297,449-1.68%801.21%535-6.47%4815.48%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv7.20M3.17%-25.87K
Vanguard Institutional 500 Index Trust6.04M2.66%69.98K
SPDR® Dow Jones Industrial Avrg ETF Tr5.34M2.35%3.07K
MFS Large Cap Value Equity4.59M2.02%-101.59K
MFS Value A4.56M2.01%-30.51K
SPDR® S&P 500® ETF Trust2.80M1.23%-15.54K
Fidelity 500 Index2.80M1.23%-19.18K
iShares Core S&P 500 ETF2.57M1.13%7.96K
Vanguard Value Index Inv1.93M0.85%6.29K
The Financial Select Sector SPDR® ETF1.70M0.75%1.39K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 27, 2024HEYMAN WILLIAM H Vice ChairmanSell$267.00K
Nov 27, 2024HEYMAN WILLIAM H Vice ChairmanSell$268.00K
Nov 29, 2024HEYMAN WILLIAM H Vice ChairmanSell$269.00K
Nov 26, 2024Rowland David Donnay EVP & Co-Chief Invest. OfficerSell$1.05M
Nov 25, 2024HEYMAN WILLIAM H Vice ChairmanSell$266.00K

Insider Transactions Trends

DateBuySell
2026 Q1--
2025 Q1--
2024 Q3-12
2024 Q2-6
2024 Q1-33

TRV Ownership FAQ

Who Owns Travelers Companies?

Travelers Companies shareholders are primarily institutional investors at 80.73%, followed by 0.24% insiders and 19.03% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 65.87%, which Travelers Companies exceeds.

Who owns the most shares of Travelers Companies?

Travelers Companies’s largest shareholders are Vanguard group (21.37M shares, 9.33%), Blackrock (20.17M shares, 8.81%), and State street (15.45M shares, 6.75%). Together, they hold 24.89% of Travelers Companies’s total shares outstanding.

Does Blackrock own Travelers Companies?

Yes, BlackRock owns 8.81% of Travelers Companies, totaling 20.17M shares as of Jun 2024. This represents 0.09% of BlackRock's total assets, with a market value of 4.1B$. In the last quarter, BlackRock increased its holdings by 623.75K shares, a 3.19% change.

Who is Travelers Companies’s biggest shareholder by percentage of total assets invested?

Park circle is Travelers Companies’s biggest shareholder by percentage of total assets invested, with 8.71% of its assets in 44.82K Travelers Companies shares, valued at 9.11M$.

Who is the top mutual fund holder of Travelers Companies shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Travelers Companies shares, with 3.17% of its total shares outstanding invested in 7.2M Travelers Companies shares.

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