Travelers Companies Ownership | Who Owns Travelers Companies?
Travelers Companies Ownership Summary
Travelers Companies is owned by 83.01% institutional investors, 0.24% insiders, and 16.75% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Travelers Companies | 83.01% | 0.24% | 16.75% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Property & Casualty Insurance Stocks | 59.25% | 11.56% | 29.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.37M | 9.33% | $4.35B |
| Blackrock | 20.17M | 8.81% | $4.10B |
| State street | 15.45M | 6.75% | $3.14B |
| Jpmorgan chase | 13.44M | 5.87% | $2.73B |
| Fmr | 12.48M | 5.45% | $2.54B |
| Massachusetts financial services co /ma/ | 6.92M | 3.02% | $1.41B |
| Geode capital management | 4.96M | 2.17% | $1.01B |
| Clearbridge investments | 4.27M | 1.86% | $867.73M |
| Price t rowe associates inc /md/ | 4.01M | 1.75% | $816.10M |
| Morgan stanley | 3.84M | 1.68% | $780.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 44.83K | 8.71% | $9.11M |
| Garland capital management | 30.02K | 4.31% | $6.10M |
| New vernon investment management | 14.51K | 3.83% | $2.95M |
| Palmer knight | 36.77K | 3.58% | $7.48M |
| St. james investment company | 99.90K | 3.55% | $20.31M |
| Murphy pohlad asset management | 36.19K | 3.18% | $7.36M |
| Applied capital llc/fl | 16.49K | 2.93% | $3.35M |
| Cornerstone investment partners | 288.91K | 2.90% | $58.75M |
| Steigerwald, gordon & koch | 94.64K | 2.33% | $19.24M |
| Shorepoint capital partners | 46.26K | 2.21% | $9.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 3.36M | 0.06% | 2.35M |
| Norges bank | 2.15M | 0.07% | 2.15M |
| Jpmorgan chase | 13.44M | 0.22% | 1.70M |
| Ubs asset management americas | 2.54M | 0.15% | 786.59K |
| Acadian asset management | 868.56K | 0.54% | 678.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 4.01M | 0.10% | -1.60M |
| Barclays | 966.24K | 0.06% | -1.10M |
| Adage capital partners gp | - | - | -503.81K |
| Zurich insurance group ltd/fi | - | - | -383.20K |
| Man group | 135.50K | 0.07% | -380.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.15M | 0.07% | 2.15M | $437.58M |
| Manning & napier advisors | 85.09K | 0.20% | 85.09K | $17.30M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 79.05K | 0.18% | 79.05K | $16.07M |
| Corebridge financial | 65.95K | 0.07% | 65.95K | $13.41M |
| Mirae asset global etfs | 52.85K | 0.03% | 52.85K | $10.75M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 1,391 | -4.66% | 190,103,117 | 2.35% | 83 | 1.26% | 602 | -7.67% | 477 | -5.73% |
| Mar 31, 2024 | 1,459 | 9.04% | 185,736,678 | -1.64% | 81 | 1.19% | 652 | 4.99% | 506 | 10.96% |
| Dec 31, 2023 | 1,338 | 5.02% | 188,841,013 | 2.47% | 82 | 1.27% | 621 | 16.07% | 456 | -5.20% |
| Sep 30, 2023 | 1,274 | -1.39% | 184,297,449 | -1.68% | 80 | 1.21% | 535 | -6.47% | 481 | 5.48% |
| Jun 30, 2023 | 1,292 | 1.02% | 187,442,751 | -1.13% | 81 | 1.22% | 572 | 13.49% | 456 | -7.32% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 7.20M | 3.17% | -25.87K |
| Vanguard Institutional 500 Index Trust | 6.04M | 2.66% | 69.98K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.54M | 2.44% | 3.28K |
| MFS Value A | 4.59M | 2.02% | -32.90K |
| MFS Large Cap Value Equity | 4.59M | 2.02% | -101.59K |
| Fidelity 500 Index | 2.80M | 1.23% | -19.18K |
| SPDR® S&P 500® ETF Trust | 2.76M | 1.22% | 938.00 |
| iShares Core S&P 500 ETF | 2.54M | 1.12% | 3.92K |
| Vanguard Value Index Inv | 1.93M | 0.85% | 6.29K |
| JPMorgan Equity Premium Income ETF | 1.65M | 0.73% | -1.58K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2024 | OLIVO MARIA | EVP, Strat Dev & Pres Intl | Sell | $2.73M |
| Nov 15, 2024 | HEYMAN WILLIAM H | Vice Chairman | Sell | $261.00K |
| Nov 15, 2024 | HEYMAN WILLIAM H | Vice Chairman | Sell | $520.50K |
| Nov 15, 2024 | HEYMAN WILLIAM H | Vice Chairman | Sell | $518.50K |
| Nov 18, 2024 | HEYMAN WILLIAM H | Vice Chairman | Sell | $262.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 33 |
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