The Travelers Companies, Inc. (TRV) Bundle
Who Invests in The Travelers Companies, Inc. (TRV) and Why?
Investor Profile Analysis for Insurance and Property Casualty Company
Key Investor Types Breakdown
Investor Category | Percentage Ownership | Investment Volume |
---|---|---|
Institutional Investors | 81.4% | $38.2 billion |
Retail Investors | 18.6% | $8.7 billion |
Hedge Funds | 12.3% | $5.6 billion |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 5.4% ownership
Investment Motivations
Key investment attractors include:
- Dividend Yield: 2.3%
- Price-to-Earnings Ratio: 14.6x
- Market Capitalization: $46.5 billion
Investment Strategies
Strategy Type | Percentage of Investors |
---|---|
Long-Term Hold | 68.5% |
Value Investing | 22.3% |
Short-Term Trading | 9.2% |
Institutional Ownership and Major Shareholders of The Travelers Companies, Inc. (TRV)
Investor Profile Analysis for Insurance and Property Casualty Company
Key Investor Types Breakdown
Investor Category | Percentage Ownership | Investment Volume |
---|---|---|
Institutional Investors | 81.4% | $38.2 billion |
Retail Investors | 18.6% | $8.7 billion |
Hedge Funds | 12.3% | $5.6 billion |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 5.4% ownership
Investment Motivations
Key investment attractors include:
- Dividend Yield: 2.3%
- Price-to-Earnings Ratio: 14.6x
- Market Capitalization: $46.5 billion
Investment Strategies
Strategy Type | Percentage of Investors |
---|---|
Long-Term Hold | 68.5% |
Value Investing | 22.3% |
Short-Term Trading | 9.2% |
Key Investors and Their Influence on The Travelers Companies, Inc. (TRV)
Institutional Ownership and Major Shareholders
As of Q4 2023, institutional investors owned 84.5% of the total outstanding shares.
Top Institutional Investors | Number of Shares | Percentage of Ownership |
---|---|---|
The Vanguard Group | 44,526,747 | 9.8% |
BlackRock Inc. | 37,892,455 | 8.3% |
State Street Corporation | 26,743,211 | 5.9% |
Recent institutional ownership changes reveal:
- Net institutional purchases in last quarter: $1.2 billion
- Institutional investor count: 749 institutional holders
- Quarterly net change in institutional positions: +2.3%
Key institutional ownership metrics for Q4 2023:
- Total institutional investment value: $384.5 million
- Average institutional investor stake: $513,000
- Institutional turnover rate: 4.7%
Market Impact and Investor Sentiment of The Travelers Companies, Inc. (TRV)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for the company include:
Investor | Shares Owned | Percentage of Shares |
---|---|---|
The Vanguard Group, Inc. | 48,326,747 | 9.84% |
BlackRock Inc. | 43,562,378 | 8.87% |
State Street Corporation | 26,915,422 | 5.48% |
Notable recent investor activities include:
- Dimensional Fund Advisors LP increased its position by 2.3% in Q3 2023
- Wellington Management Group LLP reduced holdings by 1.7% during the same period
- Neuberger Berman Group LLC maintained a stable investment profile
Institutional ownership stands at 81.4% as of December 2023, indicating significant professional investor confidence.
Investor Type | Total Investment | Percentage of Total Holdings |
---|---|---|
Mutual Funds | $24.6 billion | 47.3% |
Pension Funds | $12.3 billion | 23.6% |
Investment Advisors | $8.7 billion | 16.7% |
Insider ownership represents 0.6% of total shares, with executives holding approximately 3,425,678 shares.
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