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. 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 3.23% 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 |
|---|---|---|---|
| Vanguard group | 22.11M | 9.86% | $6.41B |
| Blackrock funding, inc. /de | 21.63M | 9.65% | $6.31B |
| Blackrock | 20.17M | 8.81% | $4.10B |
| State street | 15.51M | 6.92% | $4.33B |
| Fmr | 14.52M | 6.48% | $4.05B |
| 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 |
| Jpmorgan chase | 3.73M | 1.66% | $1.09B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Park circle | 44.83K | 10.49% | $12.52M |
| Rit capital partners | 100.20K | 7.81% | $29.22M |
| New vernon investment management | 20.04K | 5.22% | $5.60M |
| R.h. investment group | 20.32K | 4.73% | $6.13M |
| Palmer knight | 31.11K | 4.43% | $9.08M |
| St. james investment company | 89.22K | 4.15% | $25.88M |
| Murphy pohlad asset management | 31.94K | 3.34% | $9.32M |
| Elevate capital advisors | 17.20K | 3.24% | $5.02M |
| Spurstone advisory services | 596.00 | 2.98% | $173.84K |
| Steigerwald, gordon & koch | 94.56K | 2.83% | $27.58M |
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 |
| Voya investment management | 406.80K | 0.12% | 371.60K |
| Woodline partners lp | 356.99K | 0.47% | 356.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 3.73M | 0.07% | -3.44M |
| Viking global investors lp | - | - | -671.75K |
| Blackrock funding, inc. /de | 21.63M | 0.11% | -671.36K |
| Amundi | 705.17K | 0.06% | -521.14K |
| Balyasny asset management | 163.28K | 0.07% | -514.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.49M | 0.08% | 2.49M | $723.34M |
| Samlyn capital | 181.91K | 0.70% | 181.91K | $50.79M |
| Axa investment managers | 125.48K | 0.09% | 125.48K | $35.04M |
| Aware super pty ltd as trustee of aware super | 93.30K | 0.41% | 93.30K | $27.21M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 79.05K | 0.18% | 79.05K | $16.07M |
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 | 6.86M | 3.23% | -190.37K |
| Vanguard US Total Market Shares ETF | 7.23M | 3.19% | -16.10K |
| Vanguard 500 Index Investor | 5.50M | 2.59% | -232.91K |
| State Street® Dow Jones Indstr AvrgETFTr | 5.54M | 2.56% | -43.08K |
| State Street®SPDR®DowJonesIndstrAvgETFTr | 5.30M | 2.49% | -40.00K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.33M | 2.37% | -9.22K |
| MFS Large Cap Value Equity | 3.37M | 1.58% | -251.09K |
| MFS Value A | 3.37M | 1.58% | -107.06K |
| iShares Core S&P 500 ETF | 2.80M | 1.32% | 8.19K |
| Fidelity 500 Index | 2.76M | 1.30% | -77.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 28, 2026 | Kess Avrohom J. | Vice Chmn. & Chief Legal Off. | Sell | $2.08M |
| Apr 28, 2026 | HEYMAN WILLIAM H | Vice Chairman | Sell | $311.00K |
| Apr 28, 2026 | HEYMAN WILLIAM H | Vice Chairman | Sell | $172.67K |
| Apr 20, 2026 | Kurtzman Diane | EVP & Chief HR Officer | Sell | $449.13K |
| Apr 20, 2026 | Kurtzman Diane | EVP & Chief HR Officer | Sell | $420.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 8 |
| 2026 Q1 | - | 23 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 6 |
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