Travelers Companies, Inc.
TRV- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Travelers Companies, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,304
- +122 vs. Q3 2022
- Shares held
- 191.8M
- −1.07M (−0.6%) vs. Q3 2022
- Total value
- $36.0B
- +$6.40B (+21.7%) vs. Q3 2022
- New holders
- 204
- 412 more added
- Sold out
- 82
- 427 more reduced
22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $36.0B |
| Q3 2022 | 1,204 | $29.7B |
| Q2 2022 | 1,222 | $33.1B |
| Q1 2022 | 1,277 | $36.0B |
| Q4 2021 | 1,229 | $31.3B |
| Q3 2021 | 1,137 | $31.1B |
| Q2 2021 | 1,138 | $31.0B |
| Q1 2021 | 1,172 | $31.5B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 14,661 | $2.75M | 1.77% | +54+0.4% | Added |
| YorkBridge Wealth Partners, LLC | 14,662 | $2.75M | 0.70% | −441−2.9% | Reduced |
| Wunderlich Capital Managemnt | 14,751 | $2.77M | 1.54% | −143−1.0% | Reduced |
| JustInvest LLC | 14,796 | $2.77M | 0.11% | +1,520+11.4% | Added |
| Fulton Bank, N.A. | 14,867 | $2.79M | 0.16% | +65+0.4% | Added |
| BDO Wealth Advisors, LLC | 14,950 | $2.80M | 0.35% | +401+2.8% | Added |
| Left Brain Wealth Management, LLC | 15,076 | $2.83M | 2.12% | +15,076 | New |
| Louisiana State Employees Retirement System | 15,100 | $2.83M | 0.08% | −100−0.7% | Reduced |
| Atria Investments LLC | 15,151 | $2.84M | 0.06% | +2,647+21.2% | Added |
| Arden Trust Co | 15,277 | $2.86M | 0.58% | −291−1.9% | Reduced |
| Investment Management Corp of Ontario | 15,602 | $2.93M | 0.14% | +15,602 | New |
| Siemens Fonds Invest GmbH | 15,623 | $2.93M | 0.29% | −1,306−7.7% | Reduced |
| Lincoln Capital LLC | 15,659 | $2.94M | 0.85% | −241−1.5% | Reduced |
| Prudential PLC | 15,693 | $2.94M | 0.04% | −10,851−40.9% | Reduced |
| Somerset Group LLC | 15,762 | $2.96M | 2.61% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 15,864 | $2.97M | 0.56% | −341−2.1% | Reduced |
| FDx Advisors, Inc. | 15,874 | $2.98M | 0.13% | −792−4.8% | Reduced |
| Toroso Investments, LLC | 15,973 | $3.00M | 0.12% | +13,146+465.0% | Added |
| Horizon Investments, LLC | 16,060 | $3.01M | 0.09% | +5,832+57.0% | Added |
| Ethic Inc. | 16,202 | $3.04M | 0.16% | +1,406+9.5% | Added |
| 1st Source Bank | 16,224 | $3.04M | 0.20% | −331−2.0% | Reduced |
| Principle Wealth Partners LLC | 16,240 | $3.04M | 0.35% | −70−0.4% | Reduced |
| Verdence Capital Advisors LLC | 16,276 | $3.05M | 0.38% | +16,276 | New |
| Alberta Investment Management Corp | 16,332 | $3.06M | 0.03% | −2,646−13.9% | Reduced |
| Oppenheimer & Co Inc | 16,425 | $3.08M | 0.07% | −559−3.3% | Reduced |
| Romano Brothers and Company | 16,676 | $3.13M | 0.47% | −16,676−50.0% | Reduced |
| Assenagon Asset Management S.A. | 16,722 | $3.13M | 0.01% | −66,073−79.8% | Reduced |
| Tower Research Capital LLC (TRC) | 16,761 | $3.14M | 0.13% | −34,489−67.3% | Reduced |
| Osborne Partners Capital Management, LLC | 16,833 | $3.16M | 0.25% | +300+1.8% | Added |
| Renaissance Technologies LLC | 16,900 | $3.17M | 0.00% | +16,900 | New |
| Beacon Pointe Advisors, LLC | 17,092 | $3.20M | 0.06% | +4,775+38.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,163 | $3.22M | 0.07% | 00.0% | Unchanged |
| Garner Asset Management Corp | 17,170 | $3.22M | 1.59% | +40.0% | Added |
| Applied Capital LLC | 17,322 | $3.25M | 3.24% | +17,322 | New |
| Raymond James Trust N.A. | 17,810 | $3.34M | 0.11% | +136+0.8% | Added |
| Arjuna Capital | 17,965 | $3.37M | 1.55% | +466+2.7% | Added |
| Agf Management Ltd | 18,156 | $3.40M | 0.02% | +18,156 | New |
| Allspring Global Investments Holdings, LLC | 18,216 | $3.42M | 0.01% | −8,858−32.7% | Reduced |
| Meridian Investment Counsel Inc. | 18,356 | $3.44M | 1.37% | −250−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 18,371 | $3.44M | 0.12% | +349+1.9% | Added |
| Maryland State Retirement & Pension System | 18,381 | $3.45M | 0.10% | +18,381 | New |
| Winton Group Ltd | 18,412 | $3.45M | 0.23% | −458−2.4% | Reduced |
| Wealthfront Advisers LLC | 18,601 | $3.49M | 0.02% | +1,548+9.1% | Added |
| Kentucky Retirement Systems | 18,658 | $3.50M | 0.14% | +82+0.4% | Added |
| Flputnam Investment Management Co | 18,826 | $3.53M | 0.13% | +502+2.7% | Added |
| Bridgeway Capital Management, LLC | 18,850 | $3.53M | 0.09% | −50,000−72.6% | Reduced |
| Stonegate Investment Group, LLC | 18,869 | $3.54M | 0.15% | −2,483−11.6% | Reduced |
| Penserra Capital Management LLC | 18,913 | $3.54M | 0.08% | +16,317+628.5% | Added |
| Occudo Quantitative Strategies LP | 19,004 | $3.56M | 0.42% | +987+5.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,053 | $3.57M | 0.06% | +3,741+24.4% | Added |
| Miracle Mile Advisors, LLC | 19,076 | $3.58M | 0.12% | +1,479+8.4% | Added |
| Peapack Gladstone Financial Corp | 19,271 | $3.61M | 0.07% | −1,050−5.2% | Reduced |
| Securian Asset Management, Inc | 19,498 | $3.66M | 0.10% | +245+1.3% | Added |
| Cullinan Associates Inc | 19,704 | $3.69M | 0.20% | +304+1.6% | Added |
| Stephens Inc | 19,733 | $3.70M | 0.08% | −547−2.7% | Reduced |
| Money Concepts Capital Corp | 19,907 | $3.73M | 0.17% | +2,801+16.4% | Added |
| MML Investors Services, LLC | 19,950 | $3.74M | 0.02% | +276+1.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.77M | 3.73% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.78M | 1.03% | +155+0.8% | Added |
| Hancock Whitney Corp | 20,609 | $3.86M | 0.15% | −349−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,673 | $3.88M | 0.19% | +9,930+92.4% | Added |
| Culbertson A N & Co Inc | 20,805 | $3.90M | 0.82% | −40−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 20,974 | $3.93M | 0.25% | −2,562−10.9% | Reduced |
| British Columbia Investment Management Corp | 21,026 | $3.94M | 0.04% | −2,648−11.2% | Reduced |
| Cetera Advisor Networks LLC | 21,061 | $3.95M | 0.03% | +7,759+58.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,431 | $4.02M | 0.45% | +663+3.2% | Added |
| Ferguson Wellman Capital Management, Inc | 21,745 | $4.08M | 0.11% | +14,000+180.8% | Added |
| Private Management Group Inc | 21,898 | $4.11M | 0.18% | −5,943−21.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,072 | $4.14M | 0.16% | +99+0.5% | Added |
| EHP Funds Inc. | 22,110 | $4.14M | 0.87% | −590−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,218 | $4.17M | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 22,443 | $4.21M | 0.68% | 00.0% | Unchanged |
| Hartford Investment Management Co | 22,452 | $4.21M | 0.13% | −347−1.5% | Reduced |
| J. W. Coons Advisors, LLC | 22,550 | $4.23M | 1.26% | +4,700+26.3% | Added |
| Crossmark Global Holdings, Inc. | 22,610 | $4.24M | 0.11% | −566−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 22,697 | $4.26M | 0.78% | +310+1.4% | Added |
| Pathstone Family Office, LLC | 28,300 | $4.28M | 0.09% | +6,640+30.7% | Added |
| Northwestern Mutual Wealth Management Co | 23,290 | $4.37M | 0.01% | +914+4.1% | Added |
| Foster & Motley Inc | 23,342 | $4.38M | 0.37% | +374+1.6% | Added |
| Citizens Business Bank | 23,667 | $4.44M | 1.02% | −251−1.0% | Reduced |
| Olstein Capital Management, L.P. | 24,000 | $4.50M | 0.71% | −3,000−11.1% | Reduced |
| Bristlecone Advisors, LLC | 24,037 | $4.51M | 0.55% | −139−0.6% | Reduced |
| Monte Financial Group, LLC | 24,549 | $4.60M | 2.37% | −2,291−8.5% | Reduced |
| Commerce Bank | 24,675 | $4.63M | 0.04% | +399+1.6% | Added |
| KCM Investment Advisors LLC | 24,862 | $4.66M | 0.20% | −974−3.8% | Reduced |
| HM Payson & Co | 24,906 | $4.67M | 0.12% | −57−0.2% | Reduced |
| FIL Ltd | 25,216 | $4.73M | 0.01% | +2,096+9.1% | Added |
| Unigestion Holding SA | 25,046 | $4.74M | 0.25% | +15,755+169.6% | Added |
| BerganKDV Wealth Management, LLC | 25,399 | $4.76M | 0.52% | +1,750+7.4% | Added |
| Vestmark Advisory Solutions, Inc. | 25,568 | $4.79M | 0.23% | +7,980+45.4% | Added |
| New Vernon Investment Management LLC | 25,584 | $4.80M | 7.36% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25,841 | $4.84M | 0.08% | +7,400+40.1% | Added |
| Catalyst Capital Advisors LLC | 26,050 | $4.88M | 0.16% | −700−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,164 | $4.91M | 0.03% | +2,670+11.4% | Added |
| Northwest Bancshares, Inc. | 26,190 | $4.91M | 0.99% | −673−2.5% | Reduced |
| KWMG, LLC | 26,623 | $4.99M | 0.71% | −531−2.0% | Reduced |
| Hallmark Capital Management Inc | 26,963 | $5.06M | 0.47% | −175−0.6% | Reduced |
| Stansberry Asset Management, LLC | 27,354 | $5.13M | 1.06% | +643+2.4% | Added |
| Czech National Bank | 27,431 | $5.14M | 0.14% | −148−0.5% | Reduced |
| Meyer Handelman Co | 27,450 | $5.15M | 0.22% | 00.0% | Unchanged |