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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 27,552 | $5.17M | 0.59% | −714−2.5% | Reduced |
| Sawyer & Company, Inc | 27,584 | $5.17M | 2.55% | +36+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,668 | $5.19M | 0.24% | +881+3.3% | Added |
| Shell Asset Management Co | 27,788 | $5.21M | 0.23% | −3,064−9.9% | Reduced |
| Sandhill Capital Partners LLC | 27,832 | $5.22M | 0.56% | −417−1.5% | Reduced |
| Marshall Wace, LLP | 27,862 | $5.22M | 0.01% | −148,264−84.2% | Reduced |
| Freestone Capital Holdings, LLC | 28,036 | $5.26M | 0.24% | −310−1.1% | Reduced |
| Kestra Advisory Services, LLC | 28,283 | $5.30M | 0.05% | +10,627+60.2% | Added |
| Abner Herrman & Brock LLC | 28,332 | $5.31M | 0.82% | −2,150−7.1% | Reduced |
| Hyman Charles D | 28,359 | $5.32M | 0.36% | −120−0.4% | Reduced |
| Nissay Asset Management Corp | 28,646 | $5.37M | 0.05% | −110.0% | Reduced |
| First National Trust Co | 29,265 | $5.49M | 0.29% | +27+0.1% | Added |
| Talbot Financial, LLC | 29,380 | $5.51M | 1.13% | +29,380 | New |
| Norinchukin Bank, The | 29,507 | $5.53M | 0.12% | −4,882−14.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 30,225 | $5.67M | 6.02% | +30,225 | New |
| Berger Financial Group, Inc | 30,261 | $5.67M | 0.75% | +667+2.3% | Added |
| Moreno Evelyn V | 30,785 | $5.77M | 1.33% | +18,575+152.1% | Added |
| Aviance Capital Partners, LLC | 30,921 | $5.80M | 1.35% | +1,278+4.3% | Added |
| Capital City Trust Co | 31,351 | $5.88M | 1.94% | −387−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 31,794 | $5.96M | 0.58% | +31,794 | New |
| Webster Bank, N. A. | 31,956 | $5.99M | 0.81% | −357−1.1% | Reduced |
| Andra AP-fonden | 32,700 | $6.13M | 0.19% | −13,000−28.4% | Reduced |
| Millennium Management LLC | 32,933 | $6.17M | 0.01% | −246,134−88.2% | Reduced |
| Garland Capital Management Inc | 32,950 | $6.18M | 4.03% | +32,950 | New |
| tru Independence LLC | 33,114 | $6.21M | 2.01% | +33,114 | New |
| Texas Permanent School Fund | 33,296 | $6.24M | 0.09% | −282−0.8% | Reduced |
| Mutual of America Capital Management LLC | 33,485 | $6.28M | 0.08% | +623+1.9% | Added |
| Xponance, Inc. | 33,675 | $6.31M | 0.10% | +3,914+13.2% | Added |
| Industrial Alliance Investment Management Inc. | 33,725 | $6.32M | 0.18% | −20,950−38.3% | Reduced |
| Cubist Systematic Strategies, LLC | 34,168 | $6.41M | 0.05% | −31,224−47.7% | Reduced |
| Ossiam | 34,705 | $6.51M | 0.17% | −33,399−49.0% | Reduced |
| Aigen Investment Management, LP | 34,852 | $6.53M | 0.92% | +34,852 | New |
| CIBC Asset Management Inc | 35,106 | $6.58M | 0.03% | −8,354−19.2% | Reduced |
| NFP Retirement, Inc. | 35,391 | $6.64M | 1.46% | −70−0.2% | Reduced |
| SG Americas Securities, LLC | 35,505 | $6.66M | 0.10% | −236−0.7% | Reduced |
| Benedict Financial Advisors Inc | 35,554 | $6.67M | 1.98% | −96−0.3% | Reduced |
| Blair William & Co | 36,005 | $6.75M | 0.03% | −1,181−3.2% | Reduced |
| Brown Advisory Inc | 36,445 | $6.83M | 0.01% | −87−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 37,270 | $6.99M | 2.86% | +30+0.1% | Added |
| Gateway Investment Advisers LLC | 37,346 | $7.00M | 0.09% | +1,745+4.9% | Added |
| Palmer Knight Co | 37,813 | $7.09M | 6.33% | −48−0.1% | Reduced |
| Contravisory Investment Management, Inc. | 38,447 | $7.21M | 2.00% | +752+2.0% | Added |
| Public Employees Retirement Association of Colorado | 38,536 | $7.22M | 0.04% | −196−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 39,146 | $7.34M | 0.63% | −25−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 39,504 | $7.41M | 0.13% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,613 | $7.43M | 0.06% | +4,901+14.1% | Added |
| Candriam Luxembourg S.C.A. | 39,631 | $7.43M | 0.05% | −5,267−11.7% | Reduced |
| Burney Co | 39,815 | $7.46M | 0.38% | −8,153−17.0% | Reduced |
| Carret Asset Management, LLC | 40,028 | $7.50M | 1.04% | −178−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 40,048 | $7.51M | 2.48% | −12,748−24.1% | Reduced |
| Hantz Financial Services, Inc. | 40,207 | $7.54M | 0.23% | +285+0.7% | Added |
| Perigon Wealth Management, LLC | 40,260 | $7.55M | 0.47% | +9,144+29.4% | Added |
| Bradley Foster & Sargent Inc | 40,742 | $7.64M | 0.19% | +58+0.1% | Added |
| Two Sigma Investments, LP | 40,844 | $7.66M | 0.02% | +40,844 | New |
| Captrust Financial Advisors | 40,915 | $7.67M | 0.04% | +1,621+4.1% | Added |
| Utah Retirement Systems | 41,607 | $7.80M | 0.12% | −900−2.1% | Reduced |
| Ritholtz Wealth Management | 41,634 | $7.81M | 0.44% | +9,367+29.0% | Added |
| Bartlett & Co. Wealth Management LLC | 42,001 | $7.87M | 0.16% | −100−0.2% | Reduced |
| Bartlett & Co. LLC | 42,001 | $7.88M | 0.16% | −100−0.2% | Reduced |
| Leuthold Group, LLC | 42,197 | $7.91M | 1.07% | −1,384−3.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 42,260 | $7.92M | 0.06% | −2,467−5.5% | Reduced |
| Bank of Nova Scotia | 42,492 | $7.97M | 0.02% | +15,167+55.5% | Added |
| Executive Wealth Management, LLC | 42,635 | $7.99M | 0.98% | +36,434+587.6% | Added |
| IFM Investors Pty Ltd | 43,039 | $8.07M | 0.14% | +1,394+3.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 44,203 | $8.29M | 0.38% | −904−2.0% | Reduced |
| USS Investment Management Ltd | 44,258 | $8.30M | 0.12% | +7,800+21.4% | Added |
| Oregon Public Employees Retirement Fund | 44,417 | $8.33M | 0.11% | +26,297+145.1% | Added |
| DnB Asset Management AS | 44,767 | $8.39M | 0.06% | +413+0.9% | Added |
| Greystone Financial Group, LLC | 45,016 | $8.44M | 2.48% | −446−1.0% | Reduced |
| Greatmark Investment Partners, Inc. | 45,041 | $8.44M | 1.54% | −3,270−6.8% | Reduced |
| Tiaa, FSB | 45,194 | $8.47M | 0.03% | −2,653−5.5% | Reduced |
| Park Circle Co | 45,650 | $8.56M | 8.35% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 45,649 | $8.56M | 1.95% | +1,051+2.4% | Added |
| State of Alaska, Department of Revenue | 46,104 | $8.64M | 0.11% | −670−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 46,404 | $8.70M | 0.59% | +809+1.8% | Added |
| Shorepoint Capital Partners LLC | 46,784 | $8.77M | 2.44% | +20,496+78.0% | Added |
| Yousif Capital Management, LLC | 47,951 | $8.99M | 0.12% | −1,519−3.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 48,151 | $9.03M | 1.41% | −665−1.4% | Reduced |
| Citizens Financial Group Inc | 48,198 | $9.04M | 0.35% | −453−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 48,418 | $9.08M | 1.08% | +670+1.4% | Added |
| Formuepleje A/S | 49,343 | $9.25M | 0.78% | +28,754+139.7% | Added |
| Telos Capital Management, Inc. | 49,450 | $9.27M | 1.35% | −277−0.6% | Reduced |
| Achmea Investment Management B.V. | 53,080 | $9.32M | 0.31% | +6,743+14.6% | Added |
| Auxier Asset Management | 49,989 | $9.37M | 1.62% | −2,101−4.0% | Reduced |
| Alaska Permanent Fund Corp | 50,729 | $9.51M | 0.16% | −1,296−2.5% | Reduced |
| First National Bank of Omaha | 51,113 | $9.58M | 0.59% | −126−0.2% | Reduced |
| PGGM Investments | 51,137 | $9.59M | 0.17% | −7,468−12.7% | Reduced |
| National Bank of Canada | 52,253 | $9.78M | 0.03% | +43,861+522.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,470 | $10.0M | 0.02% | −24,658−31.6% | Reduced |
| New York Life Investment Management LLC | 53,757 | $10.1M | 0.12% | −853−1.6% | Reduced |
| Regions Financial Corp | 53,777 | $10.1M | 0.09% | −3,929−6.8% | Reduced |
| Public Sector Pension Investment Board | 54,621 | $10.2M | 0.08% | +6,783+14.2% | Added |
| Gofen & Glossberg LLC | 55,151 | $10.3M | 0.27% | +200+0.4% | Added |
| Independent Advisor Alliance | 57,786 | $10.8M | 1.33% | −432−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 58,080 | $10.9M | 0.05% | +4,830+9.1% | Added |
| Comerica Bank | 59,899 | $11.1M | 0.09% | −1,152−1.9% | Reduced |
| Westpac Banking Corp | 59,822 | $11.2M | 0.17% | +1,296+2.2% | Added |
| Mariner, LLC | 60,474 | $11.3M | 0.04% | +8,622+16.6% | Added |
| Glenmede Trust Co NA | 60,563 | $11.4M | 0.07% | +844+1.4% | Added |
| MetLife Investment Management | 60,585 | $11.4M | 0.09% | −1,782−2.9% | Reduced |