Travelers Companies Ownership | Who Owns Travelers Companies?


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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 9.51% of TRV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Travelers Companies shares.

TRV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTravelers Companies80.73%0.24%19.04%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryProperty & Casualty Insurance Stocks65.87%12.92%21.22%

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
Fmr12.48M5.45%$2.54B
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
Price t rowe associates inc /md/4.01M1.75%$816.10M

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
New vernon investment management14.51K3.83%$2.95M
Applied capital llc/fl16.16K3.02%$3.89M
Cornerstone investment partners245.19K2.94%$59.07M
Steigerwald, gordon & koch95.93K2.61%$23.11M
Equity investment396.78K2.24%$95.58M

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/3.36M0.06%2.35M
Norges bank2.33M0.07%2.33M
Ubs asset management americas2.54M0.15%786.59K
Blackrock20.17M0.09%623.75K
Raymond james financial575.45K0.05%575.45K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase7.41M0.13%-4.27M
Price t rowe associates inc /md/4.01M0.10%-1.60M
Barclays966.24K0.06%-1.10M
Massachusetts financial services co /ma/6.04M0.46%-736.61K
International assets investment management2.04K0.04%-518.25K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.33M0.07%2.33M$560.92M
Raymond james financial575.45K0.05%575.45K$138.62M
Fjarde ap-fonden (the fourth swedish national pensionfund)79.05K0.18%79.05K$16.07M
Mirae asset global etfs52.85K0.03%52.85K$10.75M
Two sigma advisers, lp52.30K0.02%52.30K$10.63M

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 %
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 Inv7.12M3.14%-50.70K
Vanguard Institutional 500 Index Trust6.15M2.71%19.50K
SPDR® Dow Jones Industrial Avrg ETF Tr5.22M2.30%-3.07K
MFS Value A4.13M1.82%-51.21K
MFS Large Cap Value Equity4.13M1.82%-461.90K
Fidelity 500 Index2.82M1.24%1.61K
SPDR® S&P 500® ETF Trust2.78M1.23%-12.46K
iShares Core S&P 500 ETF2.66M1.17%3.90K
Vanguard Value Index Inv1.93M0.85%-17.22K
The Financial Select Sector SPDR® ETF1.69M0.75%-9.31K

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 (21.62M 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 Total Stock Mkt Idx Inv is the top mutual fund holder of Travelers Companies shares, with 3.14% of its total shares outstanding invested in 7.12M Travelers Companies shares.

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