Travelers Companies Ownership | Who Owns Travelers Companies?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Travelers Companies | 65.33% | 0.24% | 34.43% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Property & Casualty Insurance Stocks | 44.10% | 15.35% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 22.30M | 10.12% | $6.47B |
| Vanguard group | 22.11M | 9.86% | $6.41B |
| Blackrock | 20.17M | 8.81% | $4.10B |
| State street | 15.51M | 6.92% | $4.33B |
| Fmr | 14.52M | 6.48% | $4.05B |
| Jpmorgan chase | 7.17M | 3.20% | $2.08B |
| Price t rowe associates inc /md/ | 5.74M | 2.56% | $1.60B |
| Geode capital management | 5.59M | 2.54% | $1.63B |
| Massachusetts financial services co /ma/ | 5.19M | 2.31% | $1.50B |
| Morgan stanley | 3.79M | 1.69% | $1.10B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 44.83K | 10.49% | $12.52M |
| Rit capital partners | 136.00K | 8.82% | $39.45M |
| New vernon investment management | 20.04K | 5.22% | $5.60M |
| R.h. investment group | 20.32K | 4.94% | $5.89M |
| St. james investment company | 89.22K | 4.15% | $25.88M |
| Palmer knight | 27.12K | 4.13% | $7.87M |
| Murphy pohlad asset management | 32.59K | 3.63% | $9.45M |
| Elevate capital advisors | 18.33K | 3.52% | $5.32M |
| Applied capital llc/fl | 16.09K | 2.77% | $4.67M |
| Spurstone advisory services | 596.00 | 2.72% | $172.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.49M | 0.08% | 2.49M |
| Bank of america corp /de/ | 3.36M | 0.06% | 2.35M |
| Blackrock | 20.17M | 0.09% | 623.75K |
| Australiansuper pty | 908.56K | 1.23% | 458.75K |
| Rakuten investment management | 401.30K | 0.63% | 401.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Viking global investors lp | - | - | -671.75K |
| Jpmorgan chase | 7.17M | 0.13% | -577.61K |
| Amundi | 705.17K | 0.06% | -521.14K |
| Balyasny asset management | 163.28K | 0.07% | -514.49K |
| Barclays | 878.47K | 0.06% | -423.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.49M | 0.08% | 2.49M | $723.34M |
| Rakuten investment management | 401.30K | 0.63% | 401.30K | $177.86M |
| Samlyn capital | 181.91K | 0.70% | 181.91K | $50.79M |
| Rit capital partners | 136.00K | 8.82% | 136.00K | $39.45M |
| Axa investment managers | 125.48K | 0.09% | 125.48K | $35.04M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,525 | -9.71% | 146,473,211 | -20.94% | 65 | 0.96% | 703 | -4.61% | 500 | -11.35% |
| Sep 30, 2025 | 1,613 | -1.71% | 180,361,570 | -4.63% | 80 | 1.15% | 703 | -2.77% | 534 | -3.61% |
| Jun 30, 2025 | 1,625 | -1.46% | 192,285,883 | 3.89% | 85 | 1.28% | 716 | 0.70% | 549 | -9.56% |
| Mar 31, 2025 | 1,628 | 2.39% | 184,717,395 | -2.20% | 81 | 1.18% | 700 | -3.45% | 601 | 9.67% |
| Dec 31, 2024 | 1,193 | -19.45% | 130,784,110 | -28.91% | 57 | 0.88% | 534 | -15.10% | 413 | -19.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 7.02M | 3.25% | 18.71K |
| Vanguard US Total Market Shares ETF | 7.23M | 3.19% | -16.10K |
| Vanguard Institutional 500 Index Trust | 6.45M | 2.85% | 44.51K |
| Vanguard 500 Index Investor | 5.68M | 2.63% | 35.52K |
| State Street® Dow Jones Indstr AvrgETFTr | 5.54M | 2.56% | -43.08K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.33M | 2.37% | -9.22K |
| MFS Large Cap Value Equity | 3.62M | 1.67% | -147.98K |
| MFS Value A | 3.57M | 1.65% | -3.45M |
| iShares Core S&P 500 ETF | 2.84M | 1.31% | 469.78K |
| Fidelity 500 Index | 2.82M | 1.30% | -22.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 26, 2026 | Rowland David Donnay | EVP & Co-Chief Invest. Officer | Sell | $1.46M |
| Feb 26, 2026 | OLIVO MARIA | EVP, ERM & Chief Risk Officer | Sell | $3.19M |
| Feb 25, 2026 | Munson Paul E. | SVP & Corp. Controller | Sell | $856.91K |
| Feb 23, 2026 | HEYMAN WILLIAM H | Vice Chairman | Sell | $615.75K |
| Feb 20, 2026 | HEYMAN WILLIAM H | Vice Chairman | Sell | $304.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 23 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 33 |
TRV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools