TRV (The Travelers) Institutional Ownership: 85.47% (As of Aug. 01, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

TRV The Travelers Companies Inc TRV
74 GF Score
Price $374.36
GF Value $279.78
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is The Travelers Institutional Ownership?

The Travelers TRV -0.43% 74 Institutional Ownership is 85.47% as of Aug. 01, 2026. GuruFocus rates TRV with a GF Score™ of 74/100 and a GF Value™ of $279.78 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, The Travelers's institutional ownership is 85.47%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, The Travelers's Insider Ownership is 1.51%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, The Travelers's Float Percentage Of Total Shares Outstanding is 88.88%.


The Travelers Institutional Ownership Historical Data

* Premium members only.

The historical data trend for The Travelers's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

The Travelers Institutional Ownership Chart

The Travelers Historical Data

The historical data trend for The Travelers can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 58.93 61.43 62.39 60.55 59.60 60.14 59.27 56.50 59.16 61.33
TRV
74GF Score
The Travelers Companies Inc TRV
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Travelers Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 85.47% mean?
The Travelers (TRV) has a Institutional Ownership of 85.47% as of Aug. 01, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on The Travelers and its competitors.
Is The Travelers' Institutional Ownership too high?
The Travelers' current Institutional Ownership is 85.47%. Overall, The Travelers has a GF Score™ of 74/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does The Travelers' Institutional Ownership compare to ALL and PGR?
The Travelers' Institutional Ownership of 85.47% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Insurance company?
A good Institutional Ownership depends on the Insurance industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on The Travelers and its competitors. The Travelers's current Institutional Ownership is 85.47%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Travelers stock overvalued right now?
Based on GuruFocus' analysis, The Travelers (TRV) is currently considered Significantly Overvalued. The stock's GF Value™ is $279.78, compared to a current price of $374.36 — trading 33.8% above its estimated fair value. The current Institutional Ownership is 85.47%. The Travelers' overall GF Score™ is 74/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For The Travelers (TRV), the current Institutional Ownership is 85.47% as of Aug. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The Travelers (TRV) Overvalued in 2026?

Based on GuruFocus' analysis, The Travelers stock appears to be overvalued. The current stock price of $374.36 is trading 33.8% above its estimated GF Value™ of $279.78. GuruFocus considers The Travelers to be Significantly Overvalued.

Key valuation signals for TRV:

  • Institutional Ownership: 85.47%
  • GF Value™: $279.78 vs. price of $374.36 (33.8% above fair value)
  • GF Score™: 74/100 with 6 warning signs

No single metric tells the full story. See the TRV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


The Travelers Business Description

Address 485 Lexington Avenue, New York, NY, USA, 10017
Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance.
74GF Score

Get the complete analysis for TRV

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$374.36
Price
$279.78
GF Value