Exploring The Travelers Companies, Inc. (TRV) Investor Profile: Who’s Buying and Why?

Exploring The Travelers Companies, Inc. (TRV) Investor Profile: Who’s Buying and Why?

US | Financial Services | Insurance - Property & Casualty | NYSE

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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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