Travelers Companies Ownership | Who Owns Travelers Companies?


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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


TypeName% Inst% Insiders% Retail
StockTravelers Companies21.02%0.27%78.72%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryProperty & Casualty Insurance Stocks40.68%19.20%40.12%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group22.11M9.86%$6.41B
Blackrock funding, inc. /de21.63M9.65%$6.31B
Blackrock20.17M8.81%$4.10B
State street16.13M7.20%$4.71B
Fmr12.00M5.35%$3.50B
Geode capital management5.64M2.52%$1.66B
Massachusetts financial services co /ma/4.90M2.19%$1.44B
Jpmorgan chase3.73M1.66%$1.09B
Morgan stanley3.57M1.59%$1.04B
Dimensional fund advisors lp3.48M1.55%$1.02B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Park circle39.88K10.69%$11.54M
New vernon investment management26.19K8.11%$7.64M
Rit capital partners100.20K7.81%$29.22M
R.h. investment group20.32K4.73%$6.13M
Palmer knight31.11K4.43%$9.08M
Murphy pohlad asset management31.94K3.34%$9.32M
Elevate capital advisors17.20K3.24%$5.02M
St. james investment company67.86K3.10%$19.79M
Spurstone advisory services596.002.98%$173.84K
Steigerwald, gordon & koch94.56K2.83%$27.58M

Top Buyers

HolderShares% AssetsChange
Norges bank2.49M0.08%2.49M
Bank of america corp /de/3.36M0.06%2.35M
Vanguard fiduciary trust1.22M0.09%1.22M
Aqr capital management2.46M0.33%748.07K
Blackrock20.17M0.09%623.75K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase3.73M0.07%-3.44M
Fmr12.00M0.18%-835.37K
Viking global investors lp---671.75K
Blackrock funding, inc. /de21.63M0.11%-671.36K
Amundi705.17K0.06%-521.14K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.49M0.08%2.49M$723.34M
Vanguard fiduciary trust1.22M0.09%1.22M$355.03M
Vanguard global advisers487.35K0.08%487.35K$142.15M
Vanguard asset management378.54K0.09%378.54K$110.41M
Zurich insurance group ltd/fi190.85K0.44%190.85K$55.67M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20251,6282.39%184,717,395-2.20%811.18%700-3.45%6019.67%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv6.89M3.24%26.34K
Vanguard US Total Market Shares ETF7.23M3.19%-16.10K
Vanguard 500 Index Investor5.61M2.64%100.88K
State Street® Dow Jones Indstr AvrgETFTr5.54M2.56%-43.08K
State Street®SPDR®DowJonesIndstrAvgETFTr5.30M2.49%-40.00K
SPDR® Dow Jones Industrial Avrg ETF Tr5.33M2.37%-9.22K
MFS Large Cap Value Equity3.37M1.58%-251.09K
MFS Value A3.31M1.56%-58.73K
iShares Core S&P 500 ETF2.80M1.32%8.19K
Fidelity 500 Index2.76M1.30%-77.23K

Recent Insider Transactions


DateNameRoleActivityValue
May 26, 2026Klein Michael Frederick EVP & President, Personal Ins.Sell$469.06K
May 26, 2026Klein Michael Frederick EVP & President, Personal Ins.Sell$743.70K
May 26, 2026Klein Michael Frederick EVP & President, Personal Ins.Sell$1.86M
May 22, 2026BESSETTE ANDY F EVP and Chief Admin OfficerSell$1.31M
Apr 28, 2026Kess Avrohom J. Vice Chmn. & Chief Legal Off.Sell$2.08M

Insider Transactions Trends


DateBuySell
2026 Q2-12
2026 Q1-23
2025 Q1--
2024 Q3-12
2024 Q2-6

TRV Ownership FAQ


Who Owns Travelers Companies?

Travelers Companies shareholders are primarily institutional investors at 21.02%, followed by 0.27% insiders and 78.71% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 40.68%, which Travelers Companies falls below.

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 (21.63M shares, 9.65%), and Blackrock (20.17M shares, 8.81%). Together, they hold 28.32% 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 10.69% of its assets in 39.88K Travelers Companies shares, valued at 11.54M$.

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 3.24% of its total shares outstanding invested in 6.89M Travelers Companies shares.

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