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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.

Institutional holdersQ4 2022: 1,304 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ4 2022: $36.0B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2022.

Institutions holding TRV in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pacer Advisors, Inc.61,744$11.6M0.06%+61,260+12,657.0%Added
Schroder Investment Management Group61,688$11.6M0.02%−1,687−2.7%Reduced
Creative Planning61,414$11.5M0.02%+2,134+3.6%Added
Ergoteles LLC61,041$11.4M0.42%+11,487+23.2%Added
MetLife Investment Management60,585$11.4M0.09%−1,782−2.9%Reduced
Glenmede Trust Co NA60,563$11.4M0.07%+844+1.4%Added
Mariner, LLC60,474$11.3M0.04%+8,622+16.6%Added
Westpac Banking Corp59,822$11.2M0.17%+1,296+2.2%Added
Comerica Bank59,899$11.1M0.09%−1,152−1.9%Reduced
Rockefeller Capital Management L.P.58,080$10.9M0.05%+4,830+9.1%Added
Independent Advisor Alliance57,786$10.8M1.33%−432−0.7%Reduced
Gofen & Glossberg LLC55,151$10.3M0.27%+200+0.4%Added
Public Sector Pension Investment Board54,621$10.2M0.08%+6,783+14.2%Added
Regions Financial Corp53,777$10.1M0.09%−3,929−6.8%Reduced
New York Life Investment Management LLC53,757$10.1M0.12%−853−1.6%Reduced
Raymond James Financial Services Advisors, Inc.53,470$10.0M0.02%−24,658−31.6%Reduced
National Bank of Canada52,253$9.78M0.03%+43,861+522.7%Added
PGGM Investments51,137$9.59M0.17%−7,468−12.7%Reduced
First National Bank of Omaha51,113$9.58M0.59%−126−0.2%Reduced
Alaska Permanent Fund Corp50,729$9.51M0.16%−1,296−2.5%Reduced
Auxier Asset Management49,989$9.37M1.62%−2,101−4.0%Reduced
Achmea Investment Management B.V.53,080$9.32M0.31%+6,743+14.6%Added
Telos Capital Management, Inc.49,450$9.27M1.35%−277−0.6%Reduced
Formuepleje A/S49,343$9.25M0.78%+28,754+139.7%Added
Stonebridge Capital Advisors LLC48,418$9.08M1.08%+670+1.4%Added
Citizens Financial Group Inc48,198$9.04M0.35%−453−0.9%Reduced
Te Ahumairangi Investment Management Ltd48,151$9.03M1.41%−665−1.4%Reduced
Yousif Capital Management, LLC47,951$8.99M0.12%−1,519−3.1%Reduced
Shorepoint Capital Partners LLC46,784$8.77M2.44%+20,496+78.0%Added
GHP Investment Advisors, Inc.46,404$8.70M0.59%+809+1.8%Added
State of Alaska, Department of Revenue46,104$8.64M0.11%−670−1.4%Reduced
Chemung Canal Trust Co45,649$8.56M1.95%+1,051+2.4%Added
Park Circle Co45,650$8.56M8.35%00.0%Unchanged
Tiaa, FSB45,194$8.47M0.03%−2,653−5.5%Reduced
Greatmark Investment Partners, Inc.45,041$8.44M1.54%−3,270−6.8%Reduced
Greystone Financial Group, LLC45,016$8.44M2.48%−446−1.0%Reduced
DnB Asset Management AS44,767$8.39M0.06%+413+0.9%Added
Oregon Public Employees Retirement Fund44,417$8.33M0.11%+26,297+145.1%Added
USS Investment Management Ltd44,258$8.30M0.12%+7,800+21.4%Added
U.S. Capital Wealth Advisors, LLC44,203$8.29M0.38%−904−2.0%Reduced
IFM Investors Pty Ltd43,039$8.07M0.14%+1,394+3.3%Added
Executive Wealth Management, LLC42,635$7.99M0.98%+36,434+587.6%Added
Bank of Nova Scotia42,492$7.97M0.02%+15,167+55.5%Added
Skandinaviska Enskilda Banken AB (publ)42,260$7.92M0.06%−2,467−5.5%Reduced
Leuthold Group, LLC42,197$7.91M1.07%−1,384−3.2%Reduced
Bartlett & Co. LLC42,001$7.88M0.16%−100−0.2%Reduced
Bartlett & Co. Wealth Management LLC42,001$7.87M0.16%−100−0.2%Reduced
Ritholtz Wealth Management41,634$7.81M0.44%+9,367+29.0%Added
Utah Retirement Systems41,607$7.80M0.12%−900−2.1%Reduced
Captrust Financial Advisors40,915$7.67M0.04%+1,621+4.1%Added
Two Sigma Investments, LP40,844$7.66M0.02%+40,844New
Bradley Foster & Sargent Inc40,742$7.64M0.19%+58+0.1%Added
Perigon Wealth Management, LLC40,260$7.55M0.47%+9,144+29.4%Added
Hantz Financial Services, Inc.40,207$7.54M0.23%+285+0.7%Added
Asahi Life Asset Management Co., Ltd.40,048$7.51M2.48%−12,748−24.1%Reduced
Carret Asset Management, LLC40,028$7.50M1.04%−178−0.4%Reduced
Burney Co39,815$7.46M0.38%−8,153−17.0%Reduced
Candriam Luxembourg S.C.A.39,631$7.43M0.05%−5,267−11.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,613$7.43M0.06%+4,901+14.1%Added
Gulf International Bank (UK) Ltd39,504$7.41M0.13%00.0%Unchanged
Goelzer Investment Management, Inc.39,146$7.34M0.63%−25−0.1%Reduced
Public Employees Retirement Association of Colorado38,536$7.22M0.04%−196−0.5%Reduced
Contravisory Investment Management, Inc.38,447$7.21M2.00%+752+2.0%Added
Palmer Knight Co37,813$7.09M6.33%−48−0.1%Reduced
Gateway Investment Advisers LLC37,346$7.00M0.09%+1,745+4.9%Added
Murphy Pohlad Asset Management LLC37,270$6.99M2.86%+30+0.1%Added
Brown Advisory Inc36,445$6.83M0.01%−87−0.2%Reduced
Blair William & Co36,005$6.75M0.03%−1,181−3.2%Reduced
Benedict Financial Advisors Inc35,554$6.67M1.98%−96−0.3%Reduced
SG Americas Securities, LLC35,505$6.66M0.10%−236−0.7%Reduced
NFP Retirement, Inc.35,391$6.64M1.46%−70−0.2%Reduced
CIBC Asset Management Inc35,106$6.58M0.03%−8,354−19.2%Reduced
Aigen Investment Management, LP34,852$6.53M0.92%+34,852New
Ossiam34,705$6.51M0.17%−33,399−49.0%Reduced
Cubist Systematic Strategies, LLC34,168$6.41M0.05%−31,224−47.7%Reduced
Industrial Alliance Investment Management Inc.33,725$6.32M0.18%−20,950−38.3%Reduced
Xponance, Inc.33,675$6.31M0.10%+3,914+13.2%Added
Mutual of America Capital Management LLC33,485$6.28M0.08%+623+1.9%Added
Texas Permanent School Fund33,296$6.24M0.09%−282−0.8%Reduced
tru Independence LLC33,114$6.21M2.01%+33,114New
Garland Capital Management Inc32,950$6.18M4.03%+32,950New
Millennium Management LLC32,933$6.17M0.01%−246,134−88.2%Reduced
Andra AP-fonden32,700$6.13M0.19%−13,000−28.4%Reduced
Webster Bank, N. A.31,956$5.99M0.81%−357−1.1%Reduced
Koshinski Asset Management, Inc.31,794$5.96M0.58%+31,794New
Capital City Trust Co31,351$5.88M1.94%−387−1.2%Reduced
Aviance Capital Partners, LLC30,921$5.80M1.35%+1,278+4.3%Added
Moreno Evelyn V30,785$5.77M1.33%+18,575+152.1%Added
Berger Financial Group, Inc30,261$5.67M0.75%+667+2.3%Added
Peregrine Asset Advisers, Inc.30,225$5.67M6.02%+30,225New
Norinchukin Bank, The29,507$5.53M0.12%−4,882−14.2%Reduced
Talbot Financial, LLC29,380$5.51M1.13%+29,380New
First National Trust Co29,265$5.49M0.29%+27+0.1%Added
Nissay Asset Management Corp28,646$5.37M0.05%−110.0%Reduced
Hyman Charles D28,359$5.32M0.36%−120−0.4%Reduced
Abner Herrman & Brock LLC28,332$5.31M0.82%−2,150−7.1%Reduced
Kestra Advisory Services, LLC28,283$5.30M0.05%+10,627+60.2%Added
Freestone Capital Holdings, LLC28,036$5.26M0.24%−310−1.1%Reduced
Marshall Wace, LLP27,862$5.22M0.01%−148,264−84.2%Reduced
Sandhill Capital Partners LLC27,832$5.22M0.56%−417−1.5%Reduced