The Travelers Companies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 21.50 M | $5.03 B | 0.61% | 9.46% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 19.32 M | $4.52 B | 100.00% | 8.50% |
| STATE STREET CORP | 11/14/2024 | 15.57 M | $3.64 B | 0.78% | 6.85% |
| FMR LLC | 11/13/2024 | 14.05 M | $3.29 B | 12.57% | 6.18% |
| JPMORGAN CHASE & CO | 12/26/2024 | 11.68 M | $2.73 B | -13.09% | 5.14% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 6.77 M | $1.59 B | -2.13% | 2.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 5.08 M | $1.19 B | 2.31% | 2.23% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 4.22 M | $987.40 M | -1.17% | 1.85% |
| MORGAN STANLEY | 11/14/2024 | 4.18 M | $979.50 M | 8.96% | 1.84% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 3.68 M | $862.14 M | -8.25% | 1.62% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.13 M | $733.90 M | 2.94% | 1.38% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 2.19 M | $513.57 M | -6.05% | 0.96% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.00 M | $467.34 M | -1.92% | 0.88% |
| UBS GROUP AG | 11/14/2024 | 1.70 M | $397.58 M | -3.89% | 0.75% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.59 M | $372.08 M | 0.37% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.50 M | $350.40 M | 0.69% | 0.66% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.36 M | $317.97 M | -8.50% | 0.60% |
| INVESCO LTD. | 11/12/2024 | 1.33 M | $311.72 M | -14.79% | 0.59% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.28 M | $298.77 M | -0.99% | 0.56% |
| BOSTON PARTNERS | 11/12/2024 | 1.24 M | $290.64 M | -9.35% | 0.55% |
| BARCLAYS PLC | 11/19/2024 | 1.20 M | $281.64 M | 24.50% | 0.53% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.18 M | $276.38 M | 2.68% | 0.52% |
| BAHL & GAYNOR INC | 11/12/2024 | 1.14 M | $266.35 M | 14.84% | 0.50% |
| AMUNDI | 11/13/2024 | 1.11 M | $254.69 M | -15.25% | 0.49% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 1.09 M | $254.17 M | 3.99% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.04 M | $243.75 M | -69.01% | 0.46% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.02 M | $238.90 M | -2.71% | 0.45% |
| LIDO ADVISORS, LLC | 11/14/2024 | 924,651 | $1.78 M | 17,795.32% | 0.41% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 890,910 | $208.58 M | 1.00% | 0.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 863,027 | $202.05 M | -14.78% | 0.38% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 843,824 | $197.56 M | -0.61% | 0.37% |
| CULLEN CAPITAL MANAGEMENT, LLC | 11/12/2024 | 743,336 | $174.03 M | -3.40% | 0.33% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 711,284 | $166.50 M | -18.11% | 0.31% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 705,793 | $166.64 M | 66.89% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 683,873 | $160.11 M | 3.75% | 0.30% |
| SWISS NATIONAL BANK | 11/07/2024 | 679,700 | $159.13 M | 0.25% | 0.30% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 674,518 | $157.92 M | 12.30% | 0.30% |
| ROYAL BANK OF CANADA | 11/14/2024 | 616,252 | $144.28 M | 2.85% | 0.27% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 592,219 | $138.65 M | 82.92% | 0.26% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 590,073 | $138.15 M | 100.00% | 0.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 584,571 | $136.99 M | -10.68% | 0.26% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 558,722 | $131.05 M | -15.23% | 0.25% |
| US BANCORP \DE\ | 10/28/2024 | 546,683 | $127.99 M | -1.58% | 0.24% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 520,291 | $2.22 M | 23,378.84% | 0.23% |
| POLAR CAPITAL HOLDINGS PLC | 11/14/2024 | 520,000 | $121.74 M | -2.26% | 0.23% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 452,048 | $105.83 M | 0.45% | 0.20% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 447,690 | $104.81 M | 7.51% | 0.20% |
| RHUMBLINE ADVISERS | 11/12/2024 | 439,839 | $102.97 M | 1.63% | 0.19% |
| EQUITY INVESTMENT CORP | 11/07/2024 | 402,447 | $94.22 M | -0.17% | 0.18% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 397,822 | $93.14 M | -1.40% | 0.17% |
The Travelers Companies, Inc.institutional Ownership - FAQ's
During the previous two years, 2017 institutional investors and hedge funds held shares of The Travelers Companies, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 21.5 M
BlackRock Funding, Inc. /DE: 19.32 M
STATE STREET CORP: 15.57 M
FMR LLC: 14.05 M
JPMORGAN CHASE & CO: 11.68 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 6.77 M
80.89% of The Travelers Companies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 247.69 M shares in the last 24 months. This purchase volume represents approximately $60.05 B in transactions.