The Travelers Companies, Inc.
The Travelers Companies, Inc. (TRV) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · TRV · as of Mar 31, 2025
Ownership Breakdown
1,669
Institutional Holders
▲ 59 vs Q4
$49.72B
Total Inst. Value
▲ $4.15B vs Q4
212.64M
Shares Outstanding
freeFloat 99.49%
188.07M
13F Shares Held
▼ 1.25M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
TRV largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC fire, marine & casualty insurance | 21.73M | 9.58% | 9.58% | $5.75T | May 9, 2025 | ▲ 115.8K |
BLACKROCK, INC. fire, marine & casualty insurance | 20.78M | 9.16% | 9.16% | $5.50T | May 2, 2025 | ▲ 958.9K |
STATE STREET CORP fire, marine & casualty insurance | 15.69M | 6.91% | 6.91% | $4.15T | May 15, 2025 | ▼ 77.2K |
FMR LLC fire, marine & casualty insurance | 15.12M | 6.66% | 6.66% | $4.00T | May 12, 2025 | ▲ 838.1K |
JPMORGAN CHASE & CO fire, marine & casualty insurance | 6.88M | 3.03% | 3.03% | $1.82T | May 12, 2025 | ▼ 534.0K |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ fire, marine & casualty insurance | 5.85M | 2.58% | 2.58% | $1.55T | May 2, 2025 | ▼ 183.7K |
GEODE CAPITAL MANAGEMENT, LLC fire, marine & casualty insurance | 5.49M | 2.42% | 2.42% | $1.45T | May 13, 2025 | ▲ 229.0K |
MORGAN STANLEY fire, marine & casualty insurance | 4.44M | 1.96% | 1.96% | $1.17T | May 15, 2025 | ▼ 9.2K |
CLEARBRIDGE INVESTMENTS, LLC fire, marine & casualty insurance | 4.15M | 1.83% | 1.83% | $1.10T | May 13, 2025 | ▲ 34.5K |
BANK OF AMERICA CORP /DE/ fire, marine & casualty insurance | 3.57M | 1.57% | 1.57% | $944.75B | May 15, 2025 | ▲ 65.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
25
Increased
+5.31M shares1
New Positions
first time holders24
Decreased
−5.46M shares0
Sold Out
fully exitedNet shares change (top 50)
152.2K
+5.31M / −5.46M
Net new holders
+2
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
TRV insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
6
Buy transactions
22
Sell transactions
0.27
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Klein Michael Frederick EVP & President, Personal Ins. | May 26, 2026 | Sale | 6,069 | $307.10 | $1.86M | 49.1K | Form 4 ↗ |
Klein Michael Frederick EVP & President, Personal Ins. | May 26, 2026 | Sale | 2,412 | $308.33 | $743.7K | 46.6K | Form 4 ↗ |
Klein Michael Frederick EVP & President, Personal Ins. | May 26, 2026 | Sale | 1,519 | $308.79 | $469.1K | 45.1K | Form 4 ↗ |
BESSETTE ANDY F EVP and Chief Admin Officer | May 22, 2026 | Sale | 4,255 | $308.11 | $1.31M | 24.3K | Form 4 ↗ |
Kess Avrohom J. Vice Chmn. & Chief Legal Off. | Apr 30, 2026 | Gift | 1,000 | — | — | 47.7K | Form 4 ↗ |
Kess Avrohom J. Vice Chmn. & Chief Legal Off. | Apr 28, 2026 | Tax Withhold | 20,951 | $309.03 | $6.47M | 55.5K | Form 4 ↗ |
Kess Avrohom J. Vice Chmn. & Chief Legal Off. | Apr 28, 2026 | Sale | 6,735 | $308.78 | $2.08M | 48.7K | Form 4 ↗ |
HEYMAN WILLIAM H Vice Chairman | Apr 28, 2026 | Sale | 557 | $310.00 | $172.7K | 260.6K | Form 4 ↗ |
HEYMAN WILLIAM H Vice Chairman | Apr 28, 2026 | Sale | 1,000 | $311.00 | $311.0K | 259.6K | Form 4 ↗ |
THOMSEN LAURIE J director | Apr 23, 2026 | Gift | 631 | — | — | 62.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
The Travelers Companies, Inc. (TRV) is primarily owned by institutional investors, who hold approximately 88.5% of total shares outstanding. Company insiders own approximately 0.51%, while retail and public investors account for the remaining 11.04%.
The largest institutional shareholder of The Travelers Companies, Inc. is VANGUARD GROUP INC, holding approximately 21.73 million shares — equal to 9.58% of outstanding shares — as of March 31, 2025.
A total of 1,669 institutional investors currently hold TRV stock, with a combined institutional value of approximately $49.72 billion as of the most recent 13F filing period.
Frequently asked questions
TRV ownershipThe Travelers Companies, Inc. (TRV) is primarily owned by institutional investors, who hold approximately 88.5% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.58% stake. Company insiders hold 0.51%. Data sourced from SEC Form 13F as of March 31, 2025.