Who Owns Travelers Companies Stock?
NYSE: TRVFinanceProperty-Casualty InsurersUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 91.19%
- Held by insiders
- 0.28%
- Institutional holders
- 2,395
- Institutions 91.2%
- Insiders 0.3%
- Public and other 8.5%
Who owns Travelers Companies stock?
Institutional investors own about 91.2% of Travelers Companies's shares, spread across 2,395 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.28% of TRV.
The largest institutional holders are Blackrock Inc. (10.04%), State Street Corporation (7.53%) and Vanguard Capital Management LLC (6.66%). Together, the top 10 institutions control 43.2% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their TRV positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of TRV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 20.95M | 10.04% | -3.2% |
| State Street Corporation | 15.71M | 7.53% | -2.6% |
| Vanguard Capital Management LLC | 13.89M | 6.66% | -1.2% |
| FMR, LLC | 10.27M | 4.93% | -14.4% |
| Vanguard Portfolio Management LLC | 8.31M | 3.99% | +54.3% |
| Geode Capital Management, LLC | 6.32M | 3.03% | +12.0% |
| Massachusetts Financial Services Co. | 4.24M | 2.03% | -13.5% |
| Morgan Stanley | 3.83M | 1.83% | +7.1% |
| Dimensional Fund Advisors LP | 3.56M | 1.70% | +2.0% |
| JPMORGAN CHASE & CO | 3.11M | 1.49% | -16.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of TRV
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 6.75M | 3.24% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 5.51M | 2.64% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | 5.08M | 2.44% |
| MFS SERIES TRUST I-MFS Value Fund | 3.21M | 1.54% |
| iShares Trust-iShares Core S&P 500 ETF | 2.83M | 1.36% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 2.76M | 1.32% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 2.60M | 1.25% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.30M | 1.10% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 2.02M | 0.97% |
| BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF | 1.62M | 0.78% |
Frequently asked questions
Who is the largest shareholder of Travelers Companies?
Blackrock Inc. is the largest institutional shareholder of TRV, owning 10.04% of shares outstanding (20.95M shares) as of its latest 13F filing.
What percentage of Travelers Companies is owned by institutions?
Institutions own about 91.2% of TRV shares and 91.5% of the public float.
How much of Travelers Companies do insiders own?
Insiders, such as officers and directors, own about 0.28% of TRV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.