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 |
|---|---|---|---|---|---|
| Allstate Investment Management Co | 8,642 | $1.62M | 0.05% | +8,642 | New |
| Community Bank, N.A. | 8,673 | $1.63M | 0.23% | +70+0.8% | Added |
| Comerica Securities,inc. | 8,760 | $1.64M | 0.12% | +8,760 | New |
| Erste Asset Management GmbH | 8,700 | $1.65M | 0.03% | +400+4.8% | Added |
| Banque Pictet & Cie SA | 8,848 | $1.66M | 0.02% | +8,848 | New |
| FOCUS Wealth Advisors, LLC | 8,873 | $1.66M | 1.15% | −31−0.3% | Reduced |
| Nixon Peabody Trust Co | 8,922 | $1.67M | 1.36% | −7−0.1% | Reduced |
| Quadrature Capital Ltd | 8,960 | $1.68M | 0.05% | −8,032−47.3% | Reduced |
| Canvas Wealth Advisors, LLC | 9,170 | $1.68M | 0.70% | −1,073−10.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,022 | $1.69M | 0.00% | −2,119−19.0% | Reduced |
| Old National Bancorp | 9,024 | $1.69M | 0.05% | −409−4.3% | Reduced |
| Connolly Sarah T. | 9,071 | $1.70M | 1.16% | +8+0.1% | Added |
| Advisor OS, LLC | 9,124 | $1.71M | 0.45% | +3,263+55.7% | Added |
| Orleans Capital Management Corp | 9,130 | $1.71M | 1.31% | +25+0.3% | Added |
| CoreCap Advisors, LLC | 9,191 | $1.72M | 0.12% | −6,484−41.4% | Reduced |
| Brinker Capital Investments, LLC | 9,347 | $1.75M | 0.03% | −754−7.5% | Reduced |
| Waratah Capital Advisors Ltd. | 9,413 | $1.76M | 0.11% | +9,413 | New |
| Railway Pension Investments Ltd | 9,534 | $1.79M | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 9,597 | $1.80M | 0.02% | +930+10.7% | Added |
| Ontario Teachers Pension Plan Board | 9,650 | $1.81M | 0.02% | −1,001−9.4% | Reduced |
| Levin Capital Strategies, L.P. | 9,654 | $1.81M | 0.24% | −1,000−9.4% | Reduced |
| South Dakota Investment Council | 9,695 | $1.82M | 0.04% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,714 | $1.82M | 0.17% | −15−0.2% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.83M | 0.22% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,841 | $1.85M | 0.11% | −1,931−16.4% | Reduced |
| BSW Wealth Partners | 9,855 | $1.85M | 0.40% | +406+4.3% | Added |
| Segall Bryant & Hamill, LLC | 9,900 | $1.86M | 0.02% | −868−8.1% | Reduced |
| Jefferies Financial Group Inc. | 9,946 | $1.86M | 0.03% | +9,946 | New |
| Cary Street Partner Investment Advisory LLC | 9,998 | $1.87M | 0.14% | −393−3.8% | Reduced |
| Colony Group LLC | 10,026 | $1.88M | 0.03% | +123+1.2% | Added |
| Baker Tilly Wealth Management, LLC | 10,055 | $1.89M | 0.23% | +1,421+16.5% | Added |
| Cohen Lawrence B | 10,151 | $1.90M | 0.99% | +79+0.8% | Added |
| Parsons Capital Management Inc | 10,196 | $1.91M | 0.16% | 00.0% | Unchanged |
| Arrow Financial Corp | 10,199 | $1.91M | 0.26% | −162−1.6% | Reduced |
| Peddock Capital Advisors, LLC | 10,226 | $1.92M | 0.74% | +382+3.9% | Added |
| ING Groep NV | 10,260 | $1.92M | 0.02% | −31,349−75.3% | Reduced |
| Montag A & Associates Inc | 10,266 | $1.92M | 0.13% | −32−0.3% | Reduced |
| HB Wealth Management, LLC | 10,293 | $1.93M | 0.04% | +438+4.4% | Added |
| Wetherby Asset Management Inc | 10,334 | $1.94M | 0.12% | +961+10.3% | Added |
| Carnegie Capital Asset Management, LLC | 10,379 | $1.95M | 0.08% | −84−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 10,392 | $1.95M | 0.09% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 10,427 | $1.95M | 1.66% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,471 | $1.96M | 0.04% | +20+0.2% | Added |
| Bokf, NA | 10,579 | $1.98M | 0.04% | +776+7.9% | Added |
| Symmetry Partners, LLC | 11,017 | $2.07M | 0.12% | +3,669+49.9% | Added |
| New Mexico Educational Retirement Board | 11,178 | $2.10M | 0.11% | −1,100−9.0% | Reduced |
| D.A. Davidson & Co. | 11,204 | $2.10M | 0.02% | +110+1.0% | Added |
| Vident Investment Advisory, LLC | 11,290 | $2.12M | 0.08% | −13,785−55.0% | Reduced |
| Kinneret Advisory, LLC | 11,346 | $2.13M | 0.28% | −100−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,372 | $2.13M | 0.21% | +4,239+59.4% | Added |
| White Pine Capital LLC | 11,406 | $2.14M | 0.83% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,423 | $2.14M | 0.96% | −1,618−12.4% | Reduced |
| National Asset Management, Inc. | 11,570 | $2.17M | 0.06% | +540+4.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,594 | $2.17M | 0.01% | +191+1.7% | Added |
| La Banque Postale Asset Management SA | 11,689 | $2.19M | 0.06% | +11,689 | New |
| Exeter Financial, LLC | 11,764 | $2.21M | 1.15% | −22−0.2% | Reduced |
| TownSquare Capital, LLC | 11,919 | $2.23M | 0.06% | +6,817+133.6% | Added |
| TD Private Client Wealth LLC | 11,948 | $2.24M | 0.11% | −562−4.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,994 | $2.25M | 1.54% | +34+0.3% | Added |
| Connectus Wealth, LLC | 12,071 | $2.27M | 0.06% | +12,071 | New |
| Seeyond | 12,164 | $2.28M | 0.22% | +2,370+24.2% | Added |
| Delta Financial Advisors LLC | 12,309 | $2.31M | 1.12% | +60.0% | Added |
| Sigma Planning Corp | 12,349 | $2.32M | 0.08% | +192+1.6% | Added |
| 1832 Asset Management L.P. | 12,359 | $2.32M | 0.00% | −2,512−16.9% | Reduced |
| Advisory Services Network, LLC | 12,432 | $2.33M | 0.07% | −229−1.8% | Reduced |
| Twin Capital Management Inc | 12,589 | $2.36M | 0.31% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 12,666 | $2.37M | 0.78% | +12,666 | New |
| Lee Danner & Bass Inc | 12,852 | $2.41M | 0.23% | −222−1.7% | Reduced |
| Private Advisor Group, LLC | 26,495 | $2.42M | 0.12% | +490+1.9% | Added |
| Veritable, L.P. | 12,943 | $2.43M | 0.04% | −973−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 17,027 | $2.43M | 0.01% | −995−5.5% | Reduced |
| Pinnacle Associates Ltd | 13,003 | $2.44M | 0.05% | +176+1.4% | Added |
| Azimuth Capital Investment Management LLC | 13,027 | $2.44M | 0.12% | −421−3.1% | Reduced |
| Slow Capital, Inc. | 13,123 | $2.46M | 0.55% | −711−5.1% | Reduced |
| Canandaigua National Corp | 13,136 | $2.46M | 0.42% | −267−2.0% | Reduced |
| Thrivent Financial for Lutherans | 13,138 | $2.46M | 0.01% | +51+0.4% | Added |
| Pinnacle Financial Partners Inc | 13,150 | $2.47M | 0.07% | −417−3.1% | Reduced |
| Liberty One Investment Management, LLC | 13,167 | $2.47M | 0.35% | +157+1.2% | Added |
| Argent Trust Co | 13,169 | $2.47M | 0.16% | +3,371+34.4% | Added |
| Metropolitan Life Insurance Co | 13,256 | $2.49M | 0.11% | −872−6.2% | Reduced |
| Eagle Rock Investment Company, LLC | 13,173 | $2.52M | 0.58% | +13,173 | New |
| Essex Financial Services, Inc. | 13,473 | $2.52M | 0.27% | +6,279+87.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 13,473 | $2.53M | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 13,505 | $2.53M | 0.23% | −78−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 13,728 | $2.57M | 0.45% | −835−5.7% | Reduced |
| SYSTM Wealth Solutions LLC | 13,779 | $2.58M | 0.32% | +13,779 | New |
| Advisor Partners II, LLC | 13,873 | $2.60M | 0.16% | −287−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 13,880 | $2.60M | 0.09% | −283−2.0% | Reduced |
| Mount Lucas Management LP | 13,983 | $2.62M | 0.86% | −1,213−8.0% | Reduced |
| MAI Capital Management | 13,986 | $2.62M | 0.04% | +566+4.2% | Added |
| Atria Wealth Solutions, Inc. | 14,000 | $2.62M | 0.04% | −156−1.1% | Reduced |
| Jane Street Group, LLC | 14,159 | $2.65M | 0.00% | −2,125−13.0% | Reduced |
| Rossmore Private Capital | 14,197 | $2.66M | 0.43% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,258 | $2.67M | 0.02% | −517−3.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,417 | $2.70M | 0.47% | 00.0% | Unchanged |
| FORA Capital, LLC | 14,428 | $2.71M | 0.44% | +14,428 | New |
| Avantax Advisory Services, Inc. | 14,553 | $2.73M | 0.04% | +476+3.4% | Added |
| Wellington Management Group LLP | 14,560 | $2.73M | 0.00% | +14,560 | New |
| Cantor Fitzgerald, L. P. | 14,622 | $2.74M | 0.06% | −181−1.2% | Reduced |
| Unison Advisors LLC | 14,643 | $2.75M | 0.36% | +87+0.6% | Added |