Travelers Companies Ownership | Who Owns Travelers Companies?


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Travelers Companies Ownership Summary


Travelers Companies is owned by 65.33% institutional investors, 0.24% insiders, and 34.43% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.12% of TRV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.25% of its assets in Travelers Companies shares.

TRV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTravelers Companies65.33%0.24%34.43%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryProperty & Casualty Insurance Stocks44.10%15.35%40.55%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de22.30M10.12%$6.47B
Vanguard group22.11M9.86%$6.41B
Blackrock20.17M8.81%$4.10B
State street15.51M6.92%$4.33B
Fmr14.52M6.48%$4.05B
Jpmorgan chase7.17M3.20%$2.08B
Price t rowe associates inc /md/5.74M2.56%$1.60B
Geode capital management5.59M2.54%$1.63B
Massachusetts financial services co /ma/5.19M2.31%$1.50B
Morgan stanley3.79M1.69%$1.10B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Park circle44.83K10.49%$12.52M
Rit capital partners136.00K8.82%$39.45M
New vernon investment management20.04K5.22%$5.60M
R.h. investment group20.32K4.94%$5.89M
St. james investment company89.22K4.15%$25.88M
Palmer knight27.12K4.13%$7.87M
Murphy pohlad asset management32.59K3.63%$9.45M
Elevate capital advisors18.33K3.52%$5.32M
Applied capital llc/fl16.09K2.77%$4.67M
Spurstone advisory services596.002.72%$172.88K

Top Buyers

HolderShares% AssetsChange
Norges bank2.49M0.08%2.49M
Bank of america corp /de/3.36M0.06%2.35M
Blackrock20.17M0.09%623.75K
Australiansuper pty908.56K1.23%458.75K
Rakuten investment management401.30K0.63%401.30K

Top Sellers

HolderShares% AssetsChange
Viking global investors lp---671.75K
Jpmorgan chase7.17M0.13%-577.61K
Amundi705.17K0.06%-521.14K
Balyasny asset management163.28K0.07%-514.49K
Barclays878.47K0.06%-423.89K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.49M0.08%2.49M$723.34M
Rakuten investment management401.30K0.63%401.30K$177.86M
Samlyn capital181.91K0.70%181.91K$50.79M
Rit capital partners136.00K8.82%136.00K$39.45M
Axa investment managers125.48K0.09%125.48K$35.04M

Sold Out

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

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 20241,193-19.45%130,784,110-28.91%570.88%534-15.10%413-19.18%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv7.02M3.25%18.71K
Vanguard US Total Market Shares ETF7.23M3.19%-16.10K
Vanguard Institutional 500 Index Trust6.45M2.85%44.51K
Vanguard 500 Index Investor5.68M2.63%35.52K
State Street® Dow Jones Indstr AvrgETFTr5.54M2.56%-43.08K
SPDR® Dow Jones Industrial Avrg ETF Tr5.33M2.37%-9.22K
MFS Large Cap Value Equity3.62M1.67%-147.98K
MFS Value A3.57M1.65%-3.45M
iShares Core S&P 500 ETF2.84M1.31%469.78K
Fidelity 500 Index2.82M1.30%-22.28K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 26, 2026Rowland David Donnay EVP & Co-Chief Invest. OfficerSell$1.46M
Feb 26, 2026OLIVO MARIA EVP, ERM & Chief Risk OfficerSell$3.19M
Feb 25, 2026Munson Paul E. SVP & Corp. ControllerSell$856.91K
Feb 23, 2026HEYMAN WILLIAM H Vice ChairmanSell$615.75K
Feb 20, 2026HEYMAN WILLIAM H Vice ChairmanSell$304.00K

Insider Transactions Trends


DateBuySell
2026 Q1-23
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 65.33%, followed by 0.24% insiders and 34.43% retail investors. The average institutional ownership in Travelers Companies's industry, Property & Casualty Insurance Stocks, is 44.10%, which Travelers Companies exceeds.

Who owns the most shares of Travelers Companies?

Travelers Companies’s largest shareholders are Blackrock funding, inc. /de (22.3M shares, 10.12%), Vanguard group (22.11M shares, 9.86%), and Blackrock (20.17M shares, 8.81%). Together, they hold 28.80% 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 Total Stock Mkt Idx Inv is the top mutual fund holder of Travelers Companies shares, with 3.25% of its total shares outstanding invested in 7.02M Travelers Companies shares.

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