TRAVELERS COMPANIES, INC. - Common Stock (TRV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TRV on NYSE
Shares outstanding
226,568,000
Price per share
$290.06
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
184,642,964
Total reported value
$51,540,837,576
% of total 13F portfolios
0.03%
Share change
-4,530,745
Value change
-$1,226,200,934
Number of holders
1,638
Price from insider filings
$290.06
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TRAVELERS COMPANIES, INC. - Common Stock (TRV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.6% $4,272,075,581 17,219,168 BlackRock, Inc. 31 Mar 2025
FMR LLC 6.6% $3,739,508,728 15,072,587 FMR LLC 31 Mar 2025

As of 30 Sep 2025, 1,638 institutional investors reported holding 184,642,964 shares of TRAVELERS COMPANIES, INC. - Common Stock (TRV). This represents 81% of the company’s total 226,568,000 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TRAVELERS COMPANIES, INC. - Common Stock (TRV) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.7% 22,006,466 +2.1% 0.11% $6,144,645,421
VANGUARD GROUP INC 9.7% 21,999,622 -0.21% 0.09% $6,142,734,456
STATE STREET CORP 6.8% 15,513,596 -0.69% 0.15% $4,331,706,275
FMR LLC 6.4% 14,520,870 -2.2% 0.21% $4,054,517,248
JPMORGAN CHASE & CO 3.4% 7,746,231 +1.6% 0.14% $2,162,916,997
PRICE T ROWE ASSOCIATES INC /MD/ 2.5% 5,742,739 +4% 0.17% $1,603,489,000
GEODE CAPITAL MANAGEMENT, LLC 2.5% 5,605,278 +1.1% 0.1% $1,567,541,557
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.4% 5,375,032 -1.8% 0.46% $1,500,816,435
MORGAN STANLEY 1.6% 3,708,452 -10% 0.06% $1,035,474,883
BANK OF AMERICA CORP /DE/ 1.5% 3,453,492 -1.4% 0.07% $964,284,136
DIMENSIONAL FUND ADVISORS LP 1.4% 3,279,615 -4.4% 0.2% $915,646,948
Clearbridge Investments, LLC 1.4% 3,235,445 -17% 0.68% $903,401,068
NORTHERN TRUST CORP 1.4% 3,160,264 -1.1% 0.11% $882,408,914
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.99% 2,244,418 -24% 0.14% $626,686,393
AQR CAPITAL MANAGEMENT LLC 0.79% 1,785,288 +23% 0.32% $496,872,456
GOLDMAN SACHS GROUP INC 0.76% 1,716,237 -2% 0.07% $479,207,639
UBS Group AG 0.74% 1,685,597 -17% 0.09% $470,652,394
Legal & General Group Plc 0.74% 1,670,016 +2.7% 0.1% $466,301,869
Bank of New York Mellon Corp 0.71% 1,598,843 -2% 0.08% $446,429,127
Invesco Ltd. 0.69% 1,569,670 +1.4% 0.07% $438,283,349
FIRST TRUST ADVISORS LP 0.66% 1,490,778 +2.1% 0.31% $416,254,957
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.64% 1,449,802 -2.4% 0.06% $404,813,714
BARCLAYS PLC 0.57% 1,302,361 +0.9% 0.14% $363,645,237
BAHL & GAYNOR INC 0.49% 1,112,951 -4.5% 1.5% $310,758,175
Nuveen, LLC 0.48% 1,098,214 -2.3% 0.08% $306,643,313

Institutional Holders of TRAVELERS COMPANIES, INC. - Common Stock (TRV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,103,879 $319,217,094 -$65,421,773 $290.06 121
2025 Q3 184,642,964 $51,540,837,576 -$1,226,200,934 $279.22 1,638
2025 Q2 189,213,780 $50,588,513,631 +$1,153,878,309 $267.54 1,609
2025 Q1 185,071,913 $48,934,237,690 -$913,699,615 $264.46 1,613
2024 Q4 188,746,230 $45,466,416,075 +$929,471,283 $240.89 1,548
2024 Q3 183,668,107 $42,998,905,005 -$1,294,364,803 $234.12 1,441
2024 Q2 190,293,801 $38,695,762,104 +$1,082,307,604 $203.34 1,383
2024 Q1 184,613,861 $42,452,251,584 -$326,939,087 $230.14 1,414
2023 Q4 850,036 $161,911,478 +$1,508,708 $190.49 20
2023 Q3 184,134,698 $30,076,520,514 -$101,897,845 $163.31 1,224
2023 Q2 184,828,940 $32,084,996,262 -$837,312,947 $173.66 1,249
2023 Q1 186,978,803 $32,047,124,018 -$612,602,442 $171.41 1,232
2022 Q4 190,717,233 $35,760,847,503 -$263,684,611 $187.49 1,261
2022 Q3 191,286,908 $29,318,673,900 -$441,878,190 $153.20 1,153
2022 Q2 173,346,601 $29,271,498,436 +$11,194,839 $169.13 1,190
2022 Q1 173,140,776 $31,629,549,195 -$1,078,438,512 $182.73 1,240
2021 Q4 197,807,965 $30,942,111,285 -$761,571,816 $156.43 1,188
2021 Q3 202,329,060 $30,750,588,249 -$341,608,623 $152.01 1,109
2021 Q2 204,869,069 $30,651,262,739 -$549,536,568 $149.71 1,109
2021 Q1 207,796,040 $31,238,101,106 -$156,268,987 $150.40 1,138
2020 Q4 209,324,890 $29,360,986,762 +$253,504,081 $140.37 1,087
2020 Q3 201,572,957 $21,803,998,417 +$244,783,626 $108.19 993
2020 Q2 199,482,816 $22,737,259,067 +$358,206,933 $114.05 1,006
2020 Q1 204,178,052 $20,285,561,904 -$87,511,948 $99.35 1,004
2019 Q4 205,692,948 $28,155,320,851 -$401,057,473 $136.95 1,136
2019 Q3 209,316,676 $31,102,334,244 -$574,490,931 $148.69 1,120
2019 Q2 212,969,379 $31,820,798,950 +$741,233,996 $149.52 1,108
2019 Q1 208,221,582 $28,551,435,213 +$78,341,797 $137.16 1,080
2018 Q4 199,472,525 $23,864,860,198 +$36,213,185 $119.75 1,079
2018 Q3 209,763,219 $27,165,131,945 -$15,159,743 $129.71 1,047
2018 Q2 212,567,079 $25,964,062,200 -$202,405,915 $122.34 1,079
2018 Q1 215,230,114 $29,822,263,498 -$391,109,692 $138.86 1,084
2017 Q4 217,665,414 $29,468,375,312 +$107,818,629 $135.64 1,083
2017 Q3 217,434,469 $26,645,881,354 +$14,375,136 $122.52 993
2017 Q2 217,216,616 $27,481,337,401 -$212,662,103 $126.53 1,005
2017 Q1 219,190,194 $26,421,562,476 +$2,033,787,199 $120.54 991
2016 Q4 222,230,362 $27,177,343,914 -$437,478,087 $122.42 980
2016 Q3 222,277,161 $25,457,339,807 -$561,480,457 $114.55 949
2016 Q2 230,664,482 $27,440,504,109 -$317,036,226 $119.04 956
2016 Q1 233,670,548 $27,260,020,982 -$594,832,384 $116.71 934
2015 Q4 239,305,050 $27,009,530,942 +$1,054,760,044 $112.86 932
2015 Q3 230,061,660 $22,894,496,180 +$64,567,930 $99.53 898
2015 Q2 227,421,046 $21,985,854,560 -$2,841,676,565 $96.66 932
2015 Q1 259,318,696 $28,033,961,636 -$581,797,489 $108.13 921
2014 Q4 264,040,153 $27,949,142,483 -$831,950,544 $105.85 910
2014 Q3 270,991,756 $25,456,345,812 -$707,930,999 $93.94 831
2014 Q2 278,565,744 $26,204,226,241 -$442,926,706 $94.07 828
2014 Q1 283,785,423 $24,154,269,146 -$343,746,393 $85.10 822