Travelers Companies Ownership | Who Owns Travelers Companies?


OverviewForecastRevenueFinancialsChartTranscripts

Travelers Companies Ownership Summary


Travelers Companies is owned by 86.53% institutional investors, 0.28% insiders, and 13.19% retail investors. Vanguard group is the largest institutional shareholder, holding 9.86% of TRV shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 3.24% of its assets in Travelers Companies shares.

TRV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTravelers Companies86.53%0.28%13.19%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryProperty & Casualty Insurance Stocks67.71%16.45%15.84%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group22.11M9.86%$6.41B
Blackrock funding, inc. /de20.95M9.73%$6.92B
Blackrock20.17M8.81%$4.10B
State street15.71M7.30%$5.18B
Vanguard capital management13.89M6.45%$4.58B
Fmr10.27M4.77%$3.39B
Geode capital management6.32M2.94%$2.10B
Massachusetts financial services co /ma/4.24M1.97%$1.40B
Morgan stanley3.83M1.78%$1.26B
Dimensional fund advisors lp3.56M1.65%$1.17B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Park circle39.58K11.15%$13.06M
New vernon investment management26.19K10.59%$8.65M
Rit capital partners100.20K5.33%$33.08M
R.h. investment group20.19K5.02%$6.66M
Palmer knight30.24K3.84%$9.98M
Murphy pohlad asset management31.84K3.66%$10.51M
St. james investment company62.21K3.26%$20.54M
Steigerwald, gordon & koch93.28K3.05%$30.79M
Paralel advisors220.00K2.81%$72.63M
Elevate capital advisors15.35K2.79%$5.07M

Top Buyers

HolderShares% AssetsChange
Curated wealth partners2.76M0.37%2.76M
Norges bank2.58M0.09%2.58M
Gqg partners2.39M1.47%2.39M
Arrowstreet capital, limited partnership2.26M0.33%1.44M
Sixth street partners management company1.43M0.06%1.43M

Top Sellers

HolderShares% AssetsChange
Fmr10.27M0.15%-1.73M
Blackrock funding, inc. /de20.95M0.10%-683.37K
Viking global investors lp---671.75K
Massachusetts financial services co /ma/4.24M0.44%-662.38K
Jpmorgan chase3.11M0.06%-613.90K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.58M0.09%2.58M$853.23M
Gqg partners2.39M1.47%2.39M$789.02M
Sixth street partners management company1.43M0.06%1.43M$470.95M
Marex group250.65K0.35%250.65K$82.75M
Samlyn capital181.91K0.70%181.91K$50.79M

Sold Out

HolderChange
Mendota financial group-1.00
Goalvest advisory-1.00
Guardian wealth management-2.00
Hoey investments-2.00
Greenline partners-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261,8712.46%186,208,6824.35%861.26%8686.24%614-5.10%
Mar 31, 20261,297-27.78%45,228,221-75.58%210.31%582-31.85%437-24.52%
Dec 31, 20251,525-9.71%146,473,211-20.94%650.96%703-4.61%500-11.35%
Sep 30, 20251,613-1.71%180,361,570-4.63%801.15%703-2.77%534-3.61%
Jun 30, 20251,625-1.46%192,285,8833.89%851.28%7160.70%549-9.56%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard MStar Total Stk Mkt Idx Invest6.77M3.24%17.70K
Vanguard Morn Total Stk Mkt Idx Investor6.75M3.24%-127.54K
Vanguard US Total Market Shares ETF7.23M3.19%-16.10K
Vanguard Total Stock Mkt Idx Inv6.75M3.17%-127.54K
Vanguard 500 Index Investor5.58M2.68%58.94K
State Street® Dow Jones Indstr AvrgETFTr5.54M2.56%-43.08K
State Street®SPDR®DowJonesIndstrAvgETFTr5.12M2.45%8.90K
SPDR® Dow Jones Industrial Avrg ETF Tr5.33M2.37%-9.22K
MFS Large Cap Value Equity2.93M1.41%-436.41K
iShares Core S&P 500 ETF2.87M1.38%4.59K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 24, 2026Yin Daniel Tei-Hwa EVP & Co-Chief Invest. OfficerSell$2.77M
Jul 24, 2026Kurtzman Diane EVP & Chief HR OfficerSell$1.61M
Jul 22, 2026Rowland David Donnay EVP & Co-Chief Invest. OfficerSell$1.86M
Jul 22, 2026Munson Paul E. SVP & Corp. ControllerSell$564.11K
Jul 22, 2026BESSETTE ANDY F EVP and Chief Admin OfficerSell$36.89K

Insider Transactions Trends


DateBuySell
2026 Q3-10
2026 Q2-12
2026 Q1-23
2025 Q1--
2024 Q3-12

TRV Ownership FAQ


Who Owns Travelers Companies?

Travelers Companies shareholders are primarily institutional investors at 86.53%, followed by 0.28% insiders and 13.19% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 67.71%, which Travelers Companies exceeds.

Who owns the most shares of Travelers Companies?

Travelers Companies’s largest shareholders are Vanguard group (22.11M shares, 9.86%), Blackrock funding, inc. /de (20.95M shares, 9.73%), and Blackrock (20.17M shares, 8.81%). Together, they hold 28.41% 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 11.15% of its assets in 39.58K Travelers Companies shares, valued at 13.06M$.

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

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of Travelers Companies shares, with 3.24% of its total shares outstanding invested in 6.77M Travelers Companies shares.

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