Travelers Companies Ownership | Who Owns Travelers Companies?
Travelers Companies Ownership Summary
Travelers Companies is owned by 21.02% institutional investors, 0.27% insiders, and 78.72% retail investors. Vanguard group is the largest institutional shareholder, holding 9.86% of TRV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.24% of its assets in Travelers Companies shares.
TRV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Travelers Companies | 21.02% | 0.27% | 78.72% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Property & Casualty Insurance Stocks | 40.68% | 19.20% | 40.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 22.11M | 9.86% | $6.41B |
| Blackrock funding, inc. /de | 21.63M | 9.65% | $6.31B |
| Blackrock | 20.17M | 8.81% | $4.10B |
| State street | 16.13M | 7.20% | $4.71B |
| Fmr | 12.00M | 5.35% | $3.50B |
| Geode capital management | 5.64M | 2.52% | $1.66B |
| Massachusetts financial services co /ma/ | 4.90M | 2.19% | $1.44B |
| Jpmorgan chase | 3.73M | 1.66% | $1.09B |
| Morgan stanley | 3.57M | 1.59% | $1.04B |
| Dimensional fund advisors lp | 3.48M | 1.55% | $1.02B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 39.88K | 10.69% | $11.54M |
| New vernon investment management | 26.19K | 8.11% | $7.64M |
| Rit capital partners | 100.20K | 7.81% | $29.22M |
| R.h. investment group | 20.32K | 4.73% | $6.13M |
| Palmer knight | 31.11K | 4.43% | $9.08M |
| Murphy pohlad asset management | 31.94K | 3.34% | $9.32M |
| Elevate capital advisors | 17.20K | 3.24% | $5.02M |
| St. james investment company | 67.86K | 3.10% | $19.79M |
| Spurstone advisory services | 596.00 | 2.98% | $173.84K |
| Steigerwald, gordon & koch | 94.56K | 2.83% | $27.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.49M | 0.08% | 2.49M |
| Bank of america corp /de/ | 3.36M | 0.06% | 2.35M |
| Vanguard fiduciary trust | 1.22M | 0.09% | 1.22M |
| Aqr capital management | 2.46M | 0.33% | 748.07K |
| Blackrock | 20.17M | 0.09% | 623.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 3.73M | 0.07% | -3.44M |
| Fmr | 12.00M | 0.18% | -835.37K |
| Viking global investors lp | - | - | -671.75K |
| Blackrock funding, inc. /de | 21.63M | 0.11% | -671.36K |
| Amundi | 705.17K | 0.06% | -521.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.49M | 0.08% | 2.49M | $723.34M |
| Vanguard fiduciary trust | 1.22M | 0.09% | 1.22M | $355.03M |
| Vanguard global advisers | 487.35K | 0.08% | 487.35K | $142.15M |
| Vanguard asset management | 378.54K | 0.09% | 378.54K | $110.41M |
| Zurich insurance group ltd/fi | 190.85K | 0.44% | 190.85K | $55.67M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Goalvest advisory | -1.00 |
| Greenline partners | -2.00 |
| Guardian wealth management | -2.00 |
| Hoey investments | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 1,297 | -27.78% | 45,228,221 | -75.58% | 21 | 0.31% | 582 | -31.85% | 437 | -24.52% |
| Dec 31, 2025 | 1,525 | -9.71% | 146,473,211 | -20.94% | 65 | 0.96% | 703 | -4.61% | 500 | -11.35% |
| Sep 30, 2025 | 1,613 | -1.71% | 180,361,570 | -4.63% | 80 | 1.15% | 703 | -2.77% | 534 | -3.61% |
| Jun 30, 2025 | 1,625 | -1.46% | 192,285,883 | 3.89% | 85 | 1.28% | 716 | 0.70% | 549 | -9.56% |
| Mar 31, 2025 | 1,628 | 2.39% | 184,717,395 | -2.20% | 81 | 1.18% | 700 | -3.45% | 601 | 9.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.89M | 3.24% | 26.34K |
| Vanguard US Total Market Shares ETF | 7.23M | 3.19% | -16.10K |
| Vanguard 500 Index Investor | 5.61M | 2.64% | 100.88K |
| State Street® Dow Jones Indstr AvrgETFTr | 5.54M | 2.56% | -43.08K |
| State Street®SPDR®DowJonesIndstrAvgETFTr | 5.30M | 2.49% | -40.00K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.33M | 2.37% | -9.22K |
| MFS Large Cap Value Equity | 3.37M | 1.58% | -251.09K |
| MFS Value A | 3.31M | 1.56% | -58.73K |
| iShares Core S&P 500 ETF | 2.80M | 1.32% | 8.19K |
| Fidelity 500 Index | 2.76M | 1.30% | -77.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Sell | $469.06K |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Sell | $743.70K |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Sell | $1.86M |
| May 22, 2026 | BESSETTE ANDY F | EVP and Chief Admin Officer | Sell | $1.31M |
| Apr 28, 2026 | Kess Avrohom J. | Vice Chmn. & Chief Legal Off. | Sell | $2.08M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 12 |
| 2026 Q1 | - | 23 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 6 |
TRV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools