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Travelers Companies Ownership | Who Owns Travelers Companies?

OverviewForecastRevenueFinancialsChartTranscripts

Travelers Companies Ownership Summary

Travelers Companies is owned by 57.51% institutional investors, 0.52% insiders, and 41.97% retail investors. Vanguard group is the largest institutional shareholder, holding 9.51% of TRV shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.19% of its assets in Travelers Companies shares.

TRV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockTravelers Companies57.51%0.52%41.97%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryProperty & Casualty Insurance Stocks52.55%13.48%33.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group21.62M9.51%$5.21B
Blackrock20.17M8.81%$4.10B
Blackrock funding, inc. /de19.82M8.72%$4.78B
State street15.45M6.75%$3.14B
Fmr14.28M6.28%$3.44B
Jpmorgan chase7.41M3.26%$1.78B
Massachusetts financial services co /ma/6.04M2.65%$1.45B
Geode capital management5.26M2.31%$1.27B
Clearbridge investments4.12M1.81%$992.26M
Morgan stanley3.84M1.68%$780.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Park circle44.83K8.71%$9.11M
Garland capital management24.84K4.90%$5.98M
Palmer knight36.45K3.93%$8.78M
Murphy pohlad asset management37.73K3.91%$9.09M
St. james investment company92.20K3.84%$22.21M
Applied capital llc/fl16.16K3.02%$3.89M
Cornerstone investment partners245.19K2.94%$59.07M
Steigerwald, gordon & koch95.93K2.61%$23.11M
Shorepoint capital partners43.13K2.38%$10.39M
Paralel advisors220.00K2.26%$53.00M

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/3.36M0.06%2.35M
Norges bank2.33M0.07%2.33M
Balyasny asset management1.50M0.54%907.27K
Viking global investors lp671.75K0.52%671.75K
Blackrock20.17M0.09%623.75K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase7.41M0.13%-4.27M
Lido advisors6.64K0.01%-918.01K
Massachusetts financial services co /ma/6.04M0.46%-736.61K
International assets investment management2.04K0.04%-518.25K
Macquarie group1.14M0.33%-447.61K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.33M0.07%2.33M$560.92M
Viking global investors lp671.75K0.52%671.75K$161.82M
Raymond james financial575.45K0.05%575.45K$138.62M
Woodline partners lp251.81K0.41%251.81K$60.66M
Leigh baldwin246.63K0.21%246.63K$246.63M

Sold Out

HolderChange
Mendota financial group-1.00
Hoey investments-2.00
Guardian wealth management-2.00
Claris advisors, llc / mo /-3.00
Financial synergies wealth advisors-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241,193-19.45%130,784,110-28.91%570.88%534-15.10%413-19.18%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF7.23M3.19%-16.10K
Vanguard Total Stock Mkt Idx Inv7.16M3.16%26.19K
Vanguard Institutional 500 Index Trust6.29M2.78%42.38K
SPDR® Dow Jones Industrial Avrg ETF Tr5.40M2.38%-24.58K
MFS Large Cap Value Equity4.13M1.82%-461.90K
MFS Value A4.02M1.77%-67.05K
Fidelity 500 Index2.84M1.25%12.66K
SPDR® S&P 500 ETF2.82M1.24%-46.63K
iShares Core S&P 500 ETF2.77M1.22%8.04K
SPDR® S&P 500® ETF Trust2.75M1.21%-14.36K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 26, 2025Lefebvre Mojgan M EVP & Chief Tech & Ops OfficerSell$3.31M
Nov 27, 2024HEYMAN WILLIAM H Vice ChairmanSell$268.00K
Nov 29, 2024HEYMAN WILLIAM H Vice ChairmanSell$269.00K
Nov 27, 2024HEYMAN WILLIAM H Vice ChairmanSell$267.00K
Nov 26, 2024Rowland David Donnay EVP & Co-Chief Invest. OfficerSell$1.05M

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 57.51%, followed by 0.52% insiders and 41.97% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 52.55%, which Travelers Companies exceeds.

Who owns the most shares of Travelers Companies?

Travelers Companies’s largest shareholders are Vanguard group (21.62M shares, 9.51%), Blackrock (20.17M shares, 8.81%), and Blackrock funding, inc. /de (19.82M shares, 8.72%). Together, they hold 27.03% 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 US Total Market Shares ETF is the top mutual fund holder of Travelers Companies shares, with 3.19% of its total shares outstanding invested in 7.23M Travelers Companies shares.

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