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Travelers Companies Ownership | Who Owns Travelers Companies?

OverviewForecastRevenueFinancialsChartTranscripts

Travelers Companies Ownership Summary

Travelers Companies is owned by 85.12% institutional investors, 0.23% insiders, and 14.65% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.54% 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 Companies85.12%0.23%14.65%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryProperty & Casualty Insurance Stocks67.79%14.88%17.33%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de21.55M9.54%$5.77B
Vanguard group21.62M9.51%$5.21B
Blackrock20.17M8.81%$4.10B
State street15.45M6.75%$3.14B
Fmr14.28M6.28%$3.44B
Jpmorgan chase7.41M3.26%$1.78B
Massachusetts financial services co /ma/5.47M2.42%$1.46B
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 circle44.83K10.17%$11.99M
New vernon investment management20.04K6.24%$5.36M
Garland capital management5.07K4.31%$1.36M
St. james investment company92.20K3.84%$22.21M
Murphy pohlad asset management32.70K3.70%$8.75M
Palmer knight28.06K3.20%$7.51M
Applied capital llc/fl16.16K3.02%$3.89M
Cornerstone investment partners245.19K2.94%$59.07M
Steigerwald, gordon & koch95.05K2.68%$25.43M
Alpha dna investment management885.002.64%$236.77K

Top Buyers

HolderShares% AssetsChange
Bank of america corp /de/3.36M0.06%2.35M
Norges bank2.33M0.07%2.33M
Blackrock funding, inc. /de21.55M0.11%768.33K
Blackrock20.17M0.09%623.75K
Allianz asset management gmbh788.46K0.25%433.74K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase7.41M0.13%-4.27M
Viking global investors lp---671.75K
Balyasny asset management163.28K0.07%-514.49K
Macquarie group1.14M0.33%-447.61K
Legal & general group1.75M0.11%-442.73K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.33M0.07%2.33M$560.92M
Leigh baldwin246.63K0.21%246.63K$246.63M
Symphony financial86.32K0.49%86.32K$23.09M
Fjarde ap-fonden (the fourth swedish national pensionfund)79.05K0.18%79.05K$16.07M
Glenmede investment management, lp49.85K0.07%49.85K$13.34M

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251,625-1.46%192,285,8833.89%851.28%7160.70%549-9.56%
Mar 31, 20251,6282.39%184,717,395-2.20%811.18%700-3.45%6019.67%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF7.23M3.19%-16.10K
Vanguard Total Stock Mkt Idx Inv7.12M3.16%-168.06K
Vanguard Institutional 500 Index Trust6.45M2.85%44.51K
Vanguard 500 Index Investor5.61M2.49%-821.73K
SPDR® Dow Jones Industrial Avrg ETF Tr5.33M2.37%-9.22K
MFS Large Cap Value Equity3.86M1.72%-131.91K
MFS Value A3.84M1.71%-22.45K
Fidelity 500 Index2.87M1.28%1.23K
SPDR® S&P 500 ETF2.82M1.24%-46.63K
SPDR® S&P 500® ETF2.74M1.22%33.65K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 22, 2025Lefebvre Mojgan M EVP & Chief Tech & Ops OfficerSell$4.67M
Aug 22, 2025HEYMAN WILLIAM H Vice ChairmanSell$279.00K
Aug 22, 2025HEYMAN WILLIAM H Vice ChairmanSell$278.00K
Aug 07, 2025BESSETTE ANDY F EVP and Chief Admin OfficerSell$2.05M
Aug 04, 2025Klein Michael Frederick EVP & President, Personal Ins.Sell$2.62M

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 85.12%, followed by 0.23% insiders and 14.65% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 67.79%, which Travelers Companies exceeds.

Who owns the most shares of Travelers Companies?

Travelers Companies’s largest shareholders are Blackrock funding, inc. /de (21.55M shares, 9.54%), Vanguard group (21.62M shares, 9.51%), and Blackrock (20.17M shares, 8.81%). Together, they hold 27.86% 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 10.17% of its assets in 44.82K Travelers Companies shares, valued at 11.99M$.

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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