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Travelers Companies Ownership | Who Owns Travelers Companies?

OverviewForecastRevenueFinancialsChartTranscripts

Travelers Companies Ownership Summary

Travelers Companies is owned by 80.48% institutional investors, 0.23% insiders, and 19.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.82% 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 Companies80.48%0.23%19.28%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryProperty & Casualty Insurance Stocks48.70%15.38%35.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de22.01M9.82%$6.14B
Vanguard group22.00M9.82%$6.14B
Blackrock20.17M8.81%$4.10B
State street15.51M6.92%$4.33B
Fmr14.52M6.48%$4.05B
Jpmorgan chase7.75M3.46%$2.16B
Price t rowe associates inc /md/5.74M2.56%$1.60B
Geode capital management5.61M2.50%$1.57B
Massachusetts financial services co /ma/5.38M2.40%$1.50B
Morgan stanley3.71M1.65%$1.04B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Park circle44.83K10.49%$12.52M
New vernon investment management20.04K5.22%$5.60M
R.h. investment group20.34K4.93%$5.68M
St. james investment company90.16K3.95%$25.17M
Palmer knight27.24K3.60%$7.61M
Murphy pohlad asset management32.69K3.58%$9.13M
Elevate capital advisors17.28K3.36%$4.82M
Applied capital llc/fl16.10K2.77%$4.49M
Mccarter private wealth services18.74K2.68%$5.23M
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
Blackrock20.17M0.09%623.75K
Blackrock funding, inc. /de22.01M0.11%454.81K
Australiansuper pty449.81K0.58%449.81K

Top Sellers

HolderShares% AssetsChange
Ubs asset management americas2.24M0.14%-697.90K
Viking global investors lp---671.75K
Clearbridge investments3.24M0.68%-671.23K
Amundi705.17K0.06%-521.14K
Balyasny asset management163.28K0.07%-514.49K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.33M0.07%2.33M$560.92M
Australiansuper pty449.81K0.58%449.81K$125.60M
Rakuten investment management401.30K0.63%401.30K$177.86M
Samlyn capital181.91K0.70%181.91K$50.79M
Axa investment managers125.48K0.09%125.48K$35.04M

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

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
Nov 13, 2025HEYMAN WILLIAM H Vice ChairmanSell$290.00K
Nov 12, 2025HEYMAN WILLIAM H Vice ChairmanSell$288.00K
Nov 12, 2025HEYMAN WILLIAM H Vice ChairmanSell$287.00K
Nov 13, 2025HEYMAN WILLIAM H Vice ChairmanSell$232.07K
Nov 11, 2025HEYMAN WILLIAM H Vice ChairmanSell$567.78K

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 80.48%, followed by 0.23% insiders and 19.29% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 48.70%, which Travelers Companies exceeds.

Who owns the most shares of Travelers Companies?

Travelers Companies’s largest shareholders are Blackrock funding, inc. /de (22.01M shares, 9.82%), Vanguard group (22M shares, 9.82%), and Blackrock (20.17M shares, 8.81%). Together, they hold 28.45% 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 10.49% of its assets in 44.82K Travelers Companies shares, valued at 12.52M$.

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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