Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TRV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 21.6M | $6.31B | -3.0% | 10.004% | 0.11% |
| 2 | STATE STREET CORP | 16.1M | $4.71B | +0.8% | 7.461% | 0.16% |
| 3 | FMR LLC | 12.0M | $3.50B | -6.5% | 5.549% | 0.19% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 5.6M | $1.66B | +0.9% | 2.609% | 0.10% |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.9M | $1.44B | -5.5% | 2.268% | 0.48% |
| 6 | MORGAN STANLEY | 3.6M | $1.04B | -5.8% | 1.652% | 0.06% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 3.5M | $1.02B | +3.7% | 1.612% | 0.21% |
| 8 | BANK OF AMERICA CORP /DE/ | 3.4M | $997.6M | -4.3% | 1.582% | 0.07% |
| 9 | NORTHERN TRUST CORP | 3.0M | $883.0M | -2.6% | 1.400% | 0.12% |
| 10 | Clearbridge Investments, LLC | 2.8M | $816.2M | -2.5% | 1.294% | 0.71% |
| 11 | UBS ASSET MANAGEMENT AMERICAS INC | 2.7M | $794.6M | +13.1% | 1.260% | 0.17% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 2.5M | $717.1M | +43.7% | 1.137% | 0.33% |
| 13 | UBS Group AG | 2.1M | $620.0M | +19.8% | 0.983% | 0.09% |
| 14 | Invesco Ltd. | 2.0M | $575.8M | +9.2% | 0.913% | 0.09% |
| 15 | Legal & General Group Plc | 1.8M | $513.6M | +2.9% | 0.814% | 0.12% |
| 16 | FIRST TRUST ADVISORS LP | 1.7M | $497.4M | +7.2% | 0.789% | 0.36% |
| 17 | Bank of New York Mellon Corp | 1.5M | $434.6M | -5.2% | 0.689% | 0.08% |
| 18 | GOLDMAN SACHS GROUP INC | 1.5M | $431.1M | -8.3% | 0.683% | 0.05% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $415.6M | -0.2% | 0.659% | 0.06% |
| 20 | Amundi | 1.4M | $406.2M | +36.6% | 0.644% | 0.11% |
| 21 | FEDERATED HERMES, INC. | 1.1M | $335.1M | +17.7% | 0.531% | 0.55% |
| 22 | Nuveen, LLC | 1.1M | $328.1M | +2.8% | 0.520% | 0.09% |
| 23 | Boston Partners | 993K | $289.6M | -4.0% | 0.459% | 0.30% |
| 24 | Robeco Institutional Asset Management B.V. | 960K | $280.1M | +6.5% | 0.444% | 0.40% |
| 25 | AustralianSuper Pty Ltd | 936K | $273.0M | +3.0% | 0.433% | 1.42% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TRV — a direct measure of their conviction.
Filings activity in TRV during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,738 | +1.3% | 65.19% | 13.32 pp | $42.92B | 17% |
| Q4 2025 | 1,715 | +6.8% | 78.51% | +4.07 pp | $51.69B | +5.5% |
| Q3 2025 | 1,606 | +2.0% | 74.44% | +2.33 pp | $49.01B | +3.2% |
| Q2 2025 | 1,575 | 0.4% | 72.11% | +2.28 pp | $47.48B | +3.3% |
| Q1 2025 | 1,581 | +4.4% | 69.83% | 0.94 pp | $45.97B | 1.3% |
| Q4 2024 | 1,514 | +7.2% | 70.77% | +8.82 pp | $46.59B | +14% |
| Q3 2024 | 1,412 | +5.1% | 61.95% | +4.83 pp | $40.78B | +8.5% |
| Q2 2024 | 1,344 | — | 57.12% | — | $37.61B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TRV stock.
Based on Q1 2026 13F filings, institutional ownership of The Travelers Companies, Inc. stands at 65.2%, held across 1,738 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TRV, with approximately 21,633,053 shares worth $6.31B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TRV.
Our composite Smart Money Score for TRV is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
185 institutions opened new positions in TRV during Q1 2026, while 162 fully exited. 999 added to existing positions and 546 trimmed.
TRV institutional ownership fell by 13.32 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 52.1% of all reported 13F value in TRV, and the top 25 account for 68.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Travelers Companies, Inc. (TRV) Institutional Ownership