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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
Shell Asset Management Co27,788$5.21M0.23%−3,064−9.9%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,668$5.19M0.24%+881+3.3%Added
Sawyer & Company, Inc27,584$5.17M2.55%+36+0.1%Added
Palisade Asset Management, LLC27,552$5.17M0.59%−714−2.5%Reduced
Meyer Handelman Co27,450$5.15M0.22%00.0%Unchanged
Czech National Bank27,431$5.14M0.14%−148−0.5%Reduced
Stansberry Asset Management, LLC27,354$5.13M1.06%+643+2.4%Added
Hallmark Capital Management Inc26,963$5.06M0.47%−175−0.6%Reduced
KWMG, LLC26,623$4.99M0.71%−531−2.0%Reduced
Northwest Bancshares, Inc.26,190$4.91M0.99%−673−2.5%Reduced
Cambridge Investment Research Advisors, Inc.26,164$4.91M0.03%+2,670+11.4%Added
Catalyst Capital Advisors LLC26,050$4.88M0.16%−700−2.6%Reduced
Steward Partners Investment Advisory, LLC25,841$4.84M0.08%+7,400+40.1%Added
New Vernon Investment Management LLC25,584$4.80M7.36%00.0%Unchanged
Vestmark Advisory Solutions, Inc.25,568$4.79M0.23%+7,980+45.4%Added
BerganKDV Wealth Management, LLC25,399$4.76M0.52%+1,750+7.4%Added
Unigestion Holding SA25,046$4.74M0.25%+15,755+169.6%Added
FIL Ltd25,216$4.73M0.01%+2,096+9.1%Added
HM Payson & Co24,906$4.67M0.12%−57−0.2%Reduced
KCM Investment Advisors LLC24,862$4.66M0.20%−974−3.8%Reduced
Commerce Bank24,675$4.63M0.04%+399+1.6%Added
Monte Financial Group, LLC24,549$4.60M2.37%−2,291−8.5%Reduced
Bristlecone Advisors, LLC24,037$4.51M0.55%−139−0.6%Reduced
Olstein Capital Management, L.P.24,000$4.50M0.71%−3,000−11.1%Reduced
Citizens Business Bank23,667$4.44M1.02%−251−1.0%Reduced
Foster & Motley Inc23,342$4.38M0.37%+374+1.6%Added
Northwestern Mutual Wealth Management Co23,290$4.37M0.01%+914+4.1%Added
Pathstone Family Office, LLC28,300$4.28M0.09%+6,640+30.7%Added
Patton Albertson Miller Group, LLC22,697$4.26M0.78%+310+1.4%Added
Crossmark Global Holdings, Inc.22,610$4.24M0.11%−566−2.4%Reduced
J. W. Coons Advisors, LLC22,550$4.23M1.26%+4,700+26.3%Added
Hartford Investment Management Co22,452$4.21M0.13%−347−1.5%Reduced
NJ State Employees Deferred Compensation Plan22,443$4.21M0.68%00.0%Unchanged
Teachers Retirement System of the State of Kentucky22,218$4.17M0.04%00.0%Unchanged
EHP Funds Inc.22,110$4.14M0.87%−590−2.6%Reduced
Whittier Trust Co of Nevada Inc22,072$4.14M0.16%+99+0.5%Added
Private Management Group Inc21,898$4.11M0.18%−5,943−21.3%Reduced
Ferguson Wellman Capital Management, Inc21,745$4.08M0.11%+14,000+180.8%Added
Sheaff Brock Investment Advisors, LLC21,431$4.02M0.45%+663+3.2%Added
Cetera Advisor Networks LLC21,061$3.95M0.03%+7,759+58.3%Added
British Columbia Investment Management Corp21,026$3.94M0.04%−2,648−11.2%Reduced
Commerzbank Aktiengesellschaft20,974$3.93M0.25%−2,562−10.9%Reduced
Culbertson A N & Co Inc20,805$3.90M0.82%−40−0.2%Reduced
Meiji Yasuda Asset Management Co Ltd.20,673$3.88M0.19%+9,930+92.4%Added
Hancock Whitney Corp20,609$3.86M0.15%−349−1.7%Reduced
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus20,155$3.78M1.03%+155+0.8%Added
Generali Powszechne Towarzystwo Emerytalne20,118$3.77M3.73%00.0%Unchanged
MML Investors Services, LLC19,950$3.74M0.02%+276+1.4%Added
Money Concepts Capital Corp19,907$3.73M0.17%+2,801+16.4%Added
Stephens Inc19,733$3.70M0.08%−547−2.7%Reduced
Cullinan Associates Inc19,704$3.69M0.20%+304+1.6%Added
Securian Asset Management, Inc19,498$3.66M0.10%+245+1.3%Added
Peapack Gladstone Financial Corp19,271$3.61M0.07%−1,050−5.2%Reduced
Miracle Mile Advisors, LLC19,076$3.58M0.12%+1,479+8.4%Added
B. Metzler seel. Sohn & Co. AG19,053$3.57M0.06%+3,741+24.4%Added
Occudo Quantitative Strategies LP19,004$3.56M0.42%+987+5.5%Added
Penserra Capital Management LLC18,913$3.54M0.08%+16,317+628.5%Added
Stonegate Investment Group, LLC18,869$3.54M0.15%−2,483−11.6%Reduced
Bridgeway Capital Management, LLC18,850$3.53M0.09%−50,000−72.6%Reduced
Flputnam Investment Management Co18,826$3.53M0.13%+502+2.7%Added
Kentucky Retirement Systems18,658$3.50M0.14%+82+0.4%Added
Wealthfront Advisers LLC18,601$3.49M0.02%+1,548+9.1%Added
Winton Group Ltd18,412$3.45M0.23%−458−2.4%Reduced
Maryland State Retirement & Pension System18,381$3.45M0.10%+18,381New
Elo Mutual Pension Insurance Co18,371$3.44M0.12%+349+1.9%Added
Meridian Investment Counsel Inc.18,356$3.44M1.37%−250−1.3%Reduced
Allspring Global Investments Holdings, LLC18,216$3.42M0.01%−8,858−32.7%Reduced
Agf Management Ltd18,156$3.40M0.02%+18,156New
Arjuna Capital17,965$3.37M1.55%+466+2.7%Added
Raymond James Trust N.A.17,810$3.34M0.11%+136+0.8%Added
Applied Capital LLC17,322$3.25M3.24%+17,322New
Garner Asset Management Corp17,170$3.22M1.59%+40.0%Added
Dai-Ichi Life Insurance Company, Ltd17,163$3.22M0.07%00.0%Unchanged
Beacon Pointe Advisors, LLC17,092$3.20M0.06%+4,775+38.8%Added
Renaissance Technologies LLC16,900$3.17M0.00%+16,900New
Osborne Partners Capital Management, LLC16,833$3.16M0.25%+300+1.8%Added
Tower Research Capital LLC (TRC)16,761$3.14M0.13%−34,489−67.3%Reduced
Assenagon Asset Management S.A.16,722$3.13M0.01%−66,073−79.8%Reduced
Romano Brothers and Company16,676$3.13M0.47%−16,676−50.0%Reduced
Oppenheimer & Co Inc16,425$3.08M0.07%−559−3.3%Reduced
Alberta Investment Management Corp16,332$3.06M0.03%−2,646−13.9%Reduced
Verdence Capital Advisors LLC16,276$3.05M0.38%+16,276New
Principle Wealth Partners LLC16,240$3.04M0.35%−70−0.4%Reduced
1st Source Bank16,224$3.04M0.20%−331−2.0%Reduced
Ethic Inc.16,202$3.04M0.16%+1,406+9.5%Added
Horizon Investments, LLC16,060$3.01M0.09%+5,832+57.0%Added
Toroso Investments, LLC15,973$3.00M0.12%+13,146+465.0%Added
FDx Advisors, Inc.15,874$2.98M0.13%−792−4.8%Reduced
NEIRG Wealth Management, LLC15,864$2.97M0.56%−341−2.1%Reduced
Somerset Group LLC15,762$2.96M2.61%00.0%Unchanged
Prudential PLC15,693$2.94M0.04%−10,851−40.9%Reduced
Lincoln Capital LLC15,659$2.94M0.85%−241−1.5%Reduced
Siemens Fonds Invest GmbH15,623$2.93M0.29%−1,306−7.7%Reduced
Investment Management Corp of Ontario15,602$2.93M0.14%+15,602New
Arden Trust Co15,277$2.86M0.58%−291−1.9%Reduced
Atria Investments LLC15,151$2.84M0.06%+2,647+21.2%Added
Louisiana State Employees Retirement System15,100$2.83M0.08%−100−0.7%Reduced
Left Brain Wealth Management, LLC15,076$2.83M2.12%+15,076New
BDO Wealth Advisors, LLC14,950$2.80M0.35%+401+2.8%Added
Fulton Bank, N.A.14,867$2.79M0.16%+65+0.4%Added