Travelers Companies, Inc. (TRV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

227,600,000Shares Outstanding

183,949,903Shares held by institutions

$55,446,179,762Value of institutional holdings

80.82%Institutional ownership %

-3.44%Shares Changed QoQ

1,717No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Travelers Companies, Inc. (NYSE:TRV) is held by 1,709 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 79.7% of outstanding shares in December 2025, down from 86.1% in September 2025.
Their total shares held in TRV decreased -3.5% from the prior quarter, while the number of investors in Travelers Companies increased 10.97% year over year.
During the quarter, 823 of these 1,709 funds increased positions in TRV, 570 reduced exposure, and 316 held steady.
Altogether, these fund groups held 181.4Mn shares in TRV by December 2025, down by 6.58Mn shares quarter on quarter, and down 16.43Mn shares year over year.
LVM CAPITAL MANAGEMENT LTD/MI leads ownership in TRV with 3.25K shares as of December 31, 2025, equal to 0.0% of outstanding shares.
The largest buyers of Travelers Companies for the quarter ending December 2025 were Ares Financial Consulting, LLC (150), Aspect Partners, LLC (16), Somerset Trust Co (4), Crumly & Associates Inc. (4).
The largest sellers of Travelers Companies for the quarter ending December 2025 were Investors Research Corp (86), First Financial Bank - Trust Division (57).
Per Business Quant data, the top 10 holders of Travelers Companies for the quarter ending December 2025 are LVM CAPITAL MANAGEMENT LTD/MI (3.25K), Hickory Point Bank & Trust (1.42K), Somerset Trust Co (1.3K), Crumly & Associates Inc. (1.08K), NEVILLE RODIE & SHAW INC (850), Horizons Wealth Management (812), First Financial Bank - Trust Division (724), ADIRONDACK TRUST CO (630), Hilltop National Bank (612), Investors Research Corp (600).

1,717 Institutional Holders

183,949,903 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	22,304,411	297,945	1.35%	$6,469,617,481.00
VANGUARD GROUP INC	31 Dec, 2025	22,109,933	110,311	0.50%	$6,413,207,166.00
State Street Corp	31 Dec, 2025	16,000,457	486,861	3.14%	$4,641,092,557.00
FMR LLC	31 Dec, 2025	12,834,811	-1,686,059	-11.61%	$3,722,865,282.00
Jpmorgan Chase & Co	31 Dec, 2025	7,168,621	-8,323,841	-53.73%	$2,079,330,612.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,590,511	-14,767	-0.26%	$1,626,105,908.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	5,188,555	-186,477	-3.47%	$1,504,992,263.00
Morgan Stanley	31 Dec, 2025	3,793,750	85,298	2.30%	$1,100,415,888.00
Bank Of America Corp /De/	31 Dec, 2025	3,572,216	-3,334,768	-48.28%	$1,036,156,990.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,361,112	81,497	2.48%	$974,992,984.00
Goldman Sachs Group Inc	31 Dec, 2025	3,224,098	1,507,861	87.86%	$935,181,838.00
Northern Trust Corp	31 Dec, 2025	3,106,999	-53,265	-1.69%	$901,216,129.00
Clearbridge Investments, LLC	31 Dec, 2025	2,870,373	-365,072	-11.28%	$832,580,513.00
NORGES BANK	31 Dec, 2025	2,493,756	2,493,756	0.00%	$723,338,865.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	2,409,637	165,219	7.36%	$698,939,308.00
Invesco Ltd.	31 Dec, 2025	1,807,164	237,494	15.13%	$524,186,061.00
UBS Group AG	31 Dec, 2025	1,774,756	89,159	5.29%	$514,785,724.00
HSBC HOLDINGS PLC	31 Dec, 2025	1,730,356	938,828	118.61%	$502,233,026.00
Legal & General Group Plc	31 Dec, 2025	1,711,785	41,769	2.50%	$496,520,360.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,710,426	-74,862	-4.19%	$496,126,309.00

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