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
-$1,226,200,930
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% $4,462,519,579 17,219,168 BlackRock, Inc. 31 Mar 2025
FMR LLC 6.6% $3,906,211,535 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 1,993,013 $577,017,452 -$66,977,130 $290.06 227
2025 Q3 184,642,964 $51,540,837,576 -$1,226,200,930 $279.22 1,638
2025 Q2 189,213,780 $50,588,513,631 +$1,153,878,225 $267.54 1,609
2025 Q1 185,234,062 $48,977,119,303 -$918,964,550 $264.46 1,616
2024 Q4 188,845,214 $45,490,459,479 +$300,609,831 $240.89 1,560
2024 Q3 186,389,947 $43,636,162,573 -$642,244,365 $234.12 1,446
2024 Q2 190,098,492 $38,656,133,788 +$488,923,877 $203.34 1,392
2024 Q1 187,875,868 $43,200,897,769 -$53,165,255 $230.14 1,425
2023 Q4 188,458,768 $35,893,905,741 +$391,357,129 $190.49 1,312
2023 Q3 186,273,195 $30,425,789,585 -$97,257,227 $163.31 1,248
2023 Q2 186,726,181 $32,414,463,982 -$209,442,535 $173.66 1,271
2023 Q1 187,381,461 $32,116,138,005 -$604,894,289 $171.41 1,249
2022 Q4 191,533,810 $35,914,007,029 -$245,205,828 $187.49 1,280
2022 Q3 193,148,998 $29,603,963,532 -$471,724,197 $153.20 1,174
2022 Q2 195,425,141 $33,033,518,615 +$65,557,300 $169.13 1,206
2022 Q1 196,823,168 $35,957,125,093 -$555,049,923 $182.73 1,261
2021 Q4 199,977,194 $31,281,810,333 -$692,407,962 $156.43 1,207
2021 Q3 204,017,332 $31,007,518,700 -$369,872,355 $152.01 1,123
2021 Q2 206,578,777 $30,908,415,110 -$483,691,760 $149.71 1,122
2021 Q1 209,119,528 $31,437,117,180 -$214,348,948 $150.40 1,150
2020 Q4 210,942,121 $29,586,835,837 +$224,218,381 $140.37 1,102
2020 Q3 209,856,964 $22,697,922,722 +$40,537,184 $108.19 1,003
2020 Q2 208,836,780 $23,803,313,066 +$318,829,917 $114.05 1,016
2020 Q1 206,447,800 $20,510,105,475 -$105,967,879 $99.35 1,017
2019 Q4 206,429,722 $28,254,321,175 -$389,516,786 $136.95 1,147
2019 Q3 209,864,856 $31,181,873,051 -$585,609,612 $148.69 1,128
2019 Q2 213,630,939 $31,917,467,584 +$576,613,712 $149.52 1,118
2019 Q1 210,996,395 $28,932,026,837 +$88,921,164 $137.16 1,091
2018 Q4 210,624,894 $25,200,330,632 -$141,356,976 $119.75 1,091
2018 Q3 212,036,679 $27,460,010,726 -$16,791,260 $129.71 1,056
2018 Q2 212,615,429 $25,969,970,631 -$380,416,007 $122.34 1,087
2018 Q1 215,373,485 $29,841,846,438 -$388,899,859 $138.86 1,089
2017 Q4 218,865,462 $29,631,136,146 +$102,930,105 $135.64 1,094
2017 Q3 217,485,131 $26,652,428,393 +$15,282,825 $122.52 999
2017 Q2 217,285,469 $27,490,042,651 -$114,631,854 $126.53 1,013
2017 Q1 219,672,198 $26,479,663,756 +$2,150,280,419 $120.54 1,001
2016 Q4 222,557,139 $27,217,016,355 -$489,300,580 $122.42 987
2016 Q3 226,027,529 $25,886,943,965 -$552,938,332 $114.55 954
2016 Q2 231,300,226 $27,516,181,999 -$333,292,840 $119.04 962
2016 Q1 233,889,081 $27,285,410,982 -$604,814,260 $116.71 937
2015 Q4 239,336,044 $27,013,023,942 +$1,049,139,453 $112.86 937
2015 Q3 230,065,502 $22,894,878,180 +$39,684,392 $99.53 900
2015 Q2 232,283,609 $22,457,011,560 -$2,833,732,951 $96.66 937
2015 Q1 259,565,202 $28,060,616,756 -$599,528,748 $108.13 925
2014 Q4 265,457,314 $28,099,148,483 -$761,647,664 $105.85 916
2014 Q3 272,243,700 $25,573,950,812 -$707,416,772 $93.94 835
2014 Q2 279,810,871 $26,321,353,241 -$441,141,349 $94.07 830
2014 Q1 284,996,249 $24,257,308,146 -$314,537,700 $85.10 824