Travelers Companies TRV Institutional Ownership

NYSE TRV
$393.27 -1.93 (-0.49%)
As of: Nov 9, 2026 · 10:25 AM EST

Institutions by Trading Activity

1,842 Institutions
Increased 879 47.7%
Unchanged 359 19.5%
Reduced 604 32.8%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
87.45%
▲+15.17 pp QoQ
Shares Held by Institutions
184.08Mn
of 210.50Mn outstanding
▲+18.34% QoQ
Shares Outstanding
210.50Mn
26.42Mn held outside 13F filers
Institutional Investors
1,842
filed 13F for Jun 2026
▲+63 vs prior quarter
Net Shares Added (QoQ)
+28.54Mn
accumulated since last quarter
Value of Holdings
$74.14Bn
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

Travelers Companies, Inc. (NYSE:TRV) was reported as a holding by 1,842 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

1,844 Institutional Holders

Report period 30 Jun, 2026
Total shares held 184.08Mn
Of outstanding 87.45%
Download Data
# 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 NORGES BANK 0001374170 2,584,600 1.23% ▲2,584,600 0.00% $853.23Mn
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0000861177 2,504,288 1.19% ▼219,905 -8.07% $826.72Mn
17 GQG Partners LLC 0001697233 2,390,090 1.14% ▲2,390,090 0.00% $789.02Mn
18 Invesco Ltd. 0000914208 2,386,277 1.13% ▲412,216 +20.88% $787.76Mn
19 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0001164508 2,258,732 1.07% ▲1,436,848 +174.82% $745.65Mn
20 UBS Group AG 0001610520 1,946,122 0.92% ▼179,619 -8.45% $642.45Mn