Travelers Companies TRV Institutional Ownership

NYSE TRV

$376.04 +9.86 (+2.69%)

As of: Sep 3, 2026 · 3:44 PM EDT

Institutions by Trading Activity

1,830 Institutions

Increased 872 47.7%

Unchanged 359 19.6%

Reduced 599 32.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.42%

▲+17.00 pp QoQ

Shares Held by Institutions

188.23Mn

of 210.50Mn outstanding

▲+22.66% QoQ

Shares Outstanding

210.50Mn

22.27Mn held outside 13F filers

Institutional Investors

1,830

filed 13F for Jun 2026

▲+57 vs prior quarter

Net Shares Added (QoQ)

+34.77Mn

accumulated since last quarter

Value of Holdings

$68.50Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Travelers Companies, Inc. (NYSE:TRV) showed up in the 13F filings of 1,830 institutional investors as of June 2026.

These investors held 89.4% of outstanding shares in June 2026, up from 72.4% in March 2026.
They increased total shares held in Travelers Companies by 22.66% from the prior quarter, while the number of investors in TRV increased 13.17% year over year.
Among the 1,830 funds, 872 bought more Travelers Companies shares, 599 sold down, and 359 held their ground.
In total, institutional investors held 188.23Mn shares in Travelers Companies as of June 2026, up by 34.77Mn shares quarter on quarter, and down 5.18Mn shares year over year.
As of June 30, 2026, the biggest holder of Travelers Companies is BlackRock, Inc. at 20.95Mn shares, representing 9.95% of shares outstanding.
The biggest buyers of Travelers Companies for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (13.89Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (8.31Mn), Curated Wealth Partners LLC (2.76Mn), NORGES BANK (2.58Mn), GQG Partners LLC (2.39Mn).
Leading sellers of Travelers Companies shares for the quarter ending June 2026 were FMR LLC (1.73Mn), BlackRock, Inc. (683.37K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (662.38K), Jpmorgan Chase & Co (613.9K), Bank Of America Corp /De/ (596.46K).
Per Business Quant, the top 10 investors in TRV for the quarter ending June 2026 include BlackRock, Inc. (20.95Mn), State Street Corp (15.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (13.89Mn), FMR LLC (10.27Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (8.31Mn), GEODE CAPITAL MANAGEMENT, LLC (6.32Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.24Mn), Morgan Stanley (3.83Mn), DIMENSIONAL FUND ADVISORS LP (3.56Mn), Jpmorgan Chase & Co (3.11Mn).

Form 13F Holdings

1,831 Institutional Holders

Report period 30 Jun, 2026

Total shares held 188.23Mn

Of outstanding 89.42%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	20,949,680	9.95%	▼683,373	-3.16%	$6.92Bn
2	State Street Corp	0000093751	15,706,016	7.46%	▼427,965	-2.65%	$5.18Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	13,886,981	6.60%	▲13,886,981	0.00%	$4.58Bn
4	FMR LLC	0000315066	10,272,794	4.88%	▼1,726,651	-14.39%	$3.39Bn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	8,314,274	3.95%	▲8,314,274	0.00%	$2.74Bn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	6,320,694	3.00%	▲679,167	+12.04%	$2.10Bn
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	4,241,289	2.01%	▼662,376	-13.51%	$1.40Bn
8	Morgan Stanley	0000895421	3,826,776	1.82%	▲254,290	+7.12%	$1.26Bn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	3,555,980	1.69%	▲71,304	+2.05%	$1.17Bn
10	Jpmorgan Chase & Co	0000019617	3,112,602	1.48%	▼613,900	-16.47%	$1.03Bn
11	AQR CAPITAL MANAGEMENT LLC	0001167557	2,837,834	1.35%	▲379,342	+15.43%	$936.83Mn
12	Bank Of America Corp /De/	0000070858	2,823,646	1.34%	▼596,458	-17.44%	$932.14Mn
13	Northern Trust Corp	0000073124	2,814,455	1.34%	▼212,938	-7.03%	$929.11Mn
14	Clearbridge Investments, LLC	0001348883	2,812,080	1.34%	▲13,652	+0.49%	$928.32Mn
15	Curated Wealth Partners LLC	0001781284	2,757,456	1.31%	▲2,756,660	+346,314.06%	$2.90Mn
16	NORGES BANK	0001374170	2,584,600	1.23%	▲2,584,600	0.00%	$853.23Mn
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	2,504,288	1.19%	▼219,905	-8.07%	$826.72Mn
18	GQG Partners LLC	0001697233	2,390,090	1.14%	▲2,390,090	0.00%	$789.02Mn
19	Invesco Ltd.	0000914208	2,386,277	1.13%	▲412,216	+20.88%	$787.76Mn
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	2,258,732	1.07%	▲1,436,848	+174.82%	$745.65Mn

Showing 1 to 20 of 1,831 holders