Travelers Companies Ownership | Who Owns Travelers Companies?
Travelers Companies Ownership Summary
Travelers Companies is owned by 86.53% institutional investors, 0.28% insiders, and 13.19% retail investors. Vanguard group is the largest institutional shareholder, holding 9.86% of TRV shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 3.24% of its assets in Travelers Companies shares.
TRV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Travelers Companies | 86.53% | 0.28% | 13.19% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Property & Casualty Insurance Stocks | 67.71% | 16.45% | 15.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 22.11M | 9.86% | $6.41B |
| Blackrock funding, inc. /de | 20.95M | 9.73% | $6.92B |
| Blackrock | 20.17M | 8.81% | $4.10B |
| State street | 15.71M | 7.30% | $5.18B |
| Vanguard capital management | 13.89M | 6.45% | $4.58B |
| Fmr | 10.27M | 4.77% | $3.39B |
| Geode capital management | 6.32M | 2.94% | $2.10B |
| Massachusetts financial services co /ma/ | 4.24M | 1.97% | $1.40B |
| Morgan stanley | 3.83M | 1.78% | $1.26B |
| Dimensional fund advisors lp | 3.56M | 1.65% | $1.17B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 39.58K | 11.15% | $13.06M |
| New vernon investment management | 26.19K | 10.59% | $8.65M |
| Rit capital partners | 100.20K | 5.33% | $33.08M |
| R.h. investment group | 20.19K | 5.02% | $6.66M |
| Palmer knight | 30.24K | 3.84% | $9.98M |
| Murphy pohlad asset management | 31.84K | 3.66% | $10.51M |
| St. james investment company | 62.21K | 3.26% | $20.54M |
| Steigerwald, gordon & koch | 93.28K | 3.05% | $30.79M |
| Paralel advisors | 220.00K | 2.81% | $72.63M |
| Elevate capital advisors | 15.35K | 2.79% | $5.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Curated wealth partners | 2.76M | 0.37% | 2.76M |
| Norges bank | 2.58M | 0.09% | 2.58M |
| Gqg partners | 2.39M | 1.47% | 2.39M |
| Arrowstreet capital, limited partnership | 2.26M | 0.33% | 1.44M |
| Sixth street partners management company | 1.43M | 0.06% | 1.43M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 10.27M | 0.15% | -1.73M |
| Blackrock funding, inc. /de | 20.95M | 0.10% | -683.37K |
| Viking global investors lp | - | - | -671.75K |
| Massachusetts financial services co /ma/ | 4.24M | 0.44% | -662.38K |
| Jpmorgan chase | 3.11M | 0.06% | -613.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.58M | 0.09% | 2.58M | $853.23M |
| Gqg partners | 2.39M | 1.47% | 2.39M | $789.02M |
| Sixth street partners management company | 1.43M | 0.06% | 1.43M | $470.95M |
| Marex group | 250.65K | 0.35% | 250.65K | $82.75M |
| Samlyn capital | 181.91K | 0.70% | 181.91K | $50.79M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Goalvest advisory | -1.00 |
| Guardian wealth management | -2.00 |
| Hoey investments | -2.00 |
| Greenline partners | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 1,871 | 2.46% | 186,208,682 | 4.35% | 86 | 1.26% | 868 | 6.24% | 614 | -5.10% |
| Mar 31, 2026 | 1,297 | -27.78% | 45,228,221 | -75.58% | 21 | 0.31% | 582 | -31.85% | 437 | -24.52% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 6.77M | 3.24% | 17.70K |
| Vanguard Morn Total Stk Mkt Idx Investor | 6.75M | 3.24% | -127.54K |
| Vanguard US Total Market Shares ETF | 7.23M | 3.19% | -16.10K |
| Vanguard Total Stock Mkt Idx Inv | 6.75M | 3.17% | -127.54K |
| Vanguard 500 Index Investor | 5.58M | 2.68% | 58.94K |
| State Street® Dow Jones Indstr AvrgETFTr | 5.54M | 2.56% | -43.08K |
| State Street®SPDR®DowJonesIndstrAvgETFTr | 5.12M | 2.45% | 8.90K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.33M | 2.37% | -9.22K |
| MFS Large Cap Value Equity | 2.93M | 1.41% | -436.41K |
| iShares Core S&P 500 ETF | 2.87M | 1.38% | 4.59K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 24, 2026 | Yin Daniel Tei-Hwa | EVP & Co-Chief Invest. Officer | Sell | $2.77M |
| Jul 24, 2026 | Kurtzman Diane | EVP & Chief HR Officer | Sell | $1.61M |
| Jul 22, 2026 | Rowland David Donnay | EVP & Co-Chief Invest. Officer | Sell | $1.86M |
| Jul 22, 2026 | Munson Paul E. | SVP & Corp. Controller | Sell | $564.11K |
| Jul 22, 2026 | BESSETTE ANDY F | EVP and Chief Admin Officer | Sell | $36.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 10 |
| 2026 Q2 | - | 12 |
| 2026 Q1 | - | 23 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 12 |
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