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
- 1,303
- +121 vs. Q3 2022
- Shares held
- 191.8M
- −1.07M (−0.6%) vs. Q3 2022
- Total value
- $36.0B
- +$6.40B (+21.6%) vs. Q3 2022
- New holders
- 203
- 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 |
|---|---|---|---|---|---|
| JustInvest LLC | 14,796 | $2.77M | 0.11% | +1,520+11.4% | Added |
| Wunderlich Capital Managemnt | 14,751 | $2.77M | 1.54% | −143−1.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 14,662 | $2.75M | 0.70% | −441−2.9% | Reduced |
| L2 Asset Management, LLC | 14,661 | $2.75M | 1.77% | +54+0.4% | Added |
| Unison Advisors LLC | 14,643 | $2.75M | 0.36% | +87+0.6% | Added |
| Cantor Fitzgerald, L. P. | 14,622 | $2.74M | 0.06% | −181−1.2% | Reduced |
| Wellington Management Group LLP | 14,560 | $2.73M | 0.00% | +14,560 | New |
| Avantax Advisory Services, Inc. | 14,553 | $2.73M | 0.04% | +476+3.4% | Added |
| FORA Capital, LLC | 14,428 | $2.71M | 0.44% | +14,428 | New |
| Penobscot Investment Management Company, Inc. | 14,417 | $2.70M | 0.47% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,258 | $2.67M | 0.02% | −517−3.5% | Reduced |
| Rossmore Private Capital | 14,197 | $2.66M | 0.43% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,159 | $2.65M | 0.00% | −2,125−13.0% | Reduced |
| Atria Wealth Solutions, Inc. | 14,000 | $2.62M | 0.04% | −156−1.1% | Reduced |
| MAI Capital Management | 13,986 | $2.62M | 0.04% | +566+4.2% | Added |
| Mount Lucas Management LP | 13,983 | $2.62M | 0.86% | −1,213−8.0% | Reduced |
| BKD Wealth Advisors, LLC | 13,880 | $2.60M | 0.09% | −283−2.0% | Reduced |
| Advisor Partners II, LLC | 13,873 | $2.60M | 0.16% | −287−2.0% | Reduced |
| SYSTM Wealth Solutions LLC | 13,779 | $2.58M | 0.32% | +13,779 | New |
| Cornercap Investment Counsel Inc | 13,728 | $2.57M | 0.45% | −835−5.7% | Reduced |
| Acropolis Investment Management, LLC | 13,505 | $2.53M | 0.23% | −78−0.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,473 | $2.53M | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 13,473 | $2.52M | 0.27% | +6,279+87.3% | Added |
| Eagle Rock Investment Company, LLC | 13,173 | $2.52M | 0.58% | +13,173 | New |
| Metropolitan Life Insurance Co | 13,256 | $2.49M | 0.11% | −872−6.2% | Reduced |
| Argent Trust Co | 13,169 | $2.47M | 0.16% | +3,371+34.4% | Added |
| Liberty One Investment Management, LLC | 13,167 | $2.47M | 0.35% | +157+1.2% | Added |
| Pinnacle Financial Partners Inc | 13,150 | $2.47M | 0.07% | −417−3.1% | 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 |
| Slow Capital, Inc. | 13,123 | $2.46M | 0.55% | −711−5.1% | Reduced |
| Azimuth Capital Investment Management LLC | 13,027 | $2.44M | 0.12% | −421−3.1% | Reduced |
| Pinnacle Associates Ltd | 13,003 | $2.44M | 0.05% | +176+1.4% | Added |
| CIBC Private Wealth Group, LLC | 17,027 | $2.43M | 0.01% | −995−5.5% | Reduced |
| Veritable, L.P. | 12,943 | $2.43M | 0.04% | −973−7.0% | Reduced |
| Private Advisor Group, LLC | 26,495 | $2.42M | 0.12% | +490+1.9% | Added |
| Lee Danner & Bass Inc | 12,852 | $2.41M | 0.23% | −222−1.7% | Reduced |
| Compass Wealth Management LLC | 12,666 | $2.37M | 0.78% | +12,666 | New |
| Twin Capital Management Inc | 12,589 | $2.36M | 0.31% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,432 | $2.33M | 0.07% | −229−1.8% | Reduced |
| 1832 Asset Management L.P. | 12,359 | $2.32M | 0.00% | −2,512−16.9% | Reduced |
| Sigma Planning Corp | 12,349 | $2.32M | 0.08% | +192+1.6% | Added |
| Delta Financial Advisors LLC | 12,309 | $2.31M | 1.12% | +60.0% | Added |
| Seeyond | 12,164 | $2.28M | 0.22% | +2,370+24.2% | Added |
| Connectus Wealth, LLC | 12,071 | $2.27M | 0.06% | +12,071 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,994 | $2.25M | 1.54% | +34+0.3% | Added |
| TD Private Client Wealth LLC | 11,948 | $2.24M | 0.11% | −562−4.5% | Reduced |
| TownSquare Capital, LLC | 11,919 | $2.23M | 0.06% | +6,817+133.6% | Added |
| Exeter Financial, LLC | 11,764 | $2.21M | 1.15% | −22−0.2% | Reduced |
| La Banque Postale Asset Management SA | 11,689 | $2.19M | 0.06% | +11,689 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 11,594 | $2.17M | 0.01% | +191+1.7% | Added |
| National Asset Management, Inc. | 11,570 | $2.17M | 0.06% | +540+4.9% | Added |
| Pinnacle Holdings, LLC | 11,423 | $2.14M | 0.96% | −1,618−12.4% | Reduced |
| White Pine Capital LLC | 11,406 | $2.14M | 0.83% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 11,372 | $2.13M | 0.21% | +4,239+59.4% | Added |
| Kinneret Advisory, LLC | 11,346 | $2.13M | 0.28% | −100−0.9% | Reduced |
| Vident Investment Advisory, LLC | 11,290 | $2.12M | 0.08% | −13,785−55.0% | Reduced |
| D.A. Davidson & Co. | 11,204 | $2.10M | 0.02% | +110+1.0% | Added |
| New Mexico Educational Retirement Board | 11,178 | $2.10M | 0.11% | −1,100−9.0% | Reduced |
| Symmetry Partners, LLC | 11,017 | $2.07M | 0.12% | +3,669+49.9% | Added |
| Bokf, NA | 10,579 | $1.98M | 0.04% | +776+7.9% | Added |
| Evercore Wealth Management, LLC | 10,471 | $1.96M | 0.04% | +20+0.2% | Added |
| Horiko Capital Management LLC | 10,427 | $1.95M | 1.66% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,392 | $1.95M | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,379 | $1.95M | 0.08% | −84−0.8% | Reduced |
| Wetherby Asset Management Inc | 10,334 | $1.94M | 0.12% | +961+10.3% | Added |
| HB Wealth Management, LLC | 10,293 | $1.93M | 0.04% | +438+4.4% | Added |
| Montag A & Associates Inc | 10,266 | $1.92M | 0.13% | −32−0.3% | Reduced |
| ING Groep NV | 10,260 | $1.92M | 0.02% | −31,349−75.3% | Reduced |
| Peddock Capital Advisors, LLC | 10,226 | $1.92M | 0.74% | +382+3.9% | Added |
| Arrow Financial Corp | 10,199 | $1.91M | 0.26% | −162−1.6% | Reduced |
| Parsons Capital Management Inc | 10,196 | $1.91M | 0.16% | 00.0% | Unchanged |
| Cohen Lawrence B | 10,151 | $1.90M | 0.99% | +79+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 10,055 | $1.89M | 0.23% | +1,421+16.5% | Added |
| Colony Group LLC | 10,026 | $1.88M | 0.03% | +123+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 9,998 | $1.87M | 0.14% | −393−3.8% | Reduced |
| Jefferies Financial Group Inc. | 9,946 | $1.86M | 0.03% | +9,946 | New |
| Segall Bryant & Hamill, LLC | 9,900 | $1.86M | 0.02% | −868−8.1% | Reduced |
| BSW Wealth Partners | 9,855 | $1.85M | 0.40% | +406+4.3% | Added |
| Belpointe Asset Management LLC | 9,841 | $1.85M | 0.11% | −1,931−16.4% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.83M | 0.22% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,714 | $1.82M | 0.17% | −15−0.2% | Reduced |
| South Dakota Investment Council | 9,695 | $1.82M | 0.04% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 9,654 | $1.81M | 0.24% | −1,000−9.4% | Reduced |
| Ontario Teachers Pension Plan Board | 9,650 | $1.81M | 0.02% | −1,001−9.4% | Reduced |
| Greenleaf Trust | 9,597 | $1.80M | 0.02% | +930+10.7% | Added |
| Railway Pension Investments Ltd | 9,534 | $1.79M | 0.02% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 9,413 | $1.76M | 0.11% | +9,413 | New |
| Brinker Capital Investments, LLC | 9,347 | $1.75M | 0.03% | −754−7.5% | Reduced |
| CoreCap Advisors, LLC | 9,191 | $1.72M | 0.12% | −6,484−41.4% | Reduced |
| Orleans Capital Management Corp | 9,130 | $1.71M | 1.31% | +25+0.3% | Added |
| Advisor OS, LLC | 9,124 | $1.71M | 0.45% | +3,263+55.7% | Added |
| Connolly Sarah T. | 9,071 | $1.70M | 1.16% | +8+0.1% | Added |
| Old National Bancorp | 9,024 | $1.69M | 0.05% | −409−4.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,022 | $1.69M | 0.00% | −2,119−19.0% | Reduced |
| Canvas Wealth Advisors, LLC | 9,170 | $1.68M | 0.70% | −1,073−10.5% | Reduced |
| Quadrature Capital Ltd | 8,960 | $1.68M | 0.05% | −8,032−47.3% | Reduced |
| Nixon Peabody Trust Co | 8,922 | $1.67M | 1.36% | −7−0.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,873 | $1.66M | 1.15% | −31−0.3% | Reduced |
| Banque Pictet & Cie SA | 8,848 | $1.66M | 0.02% | +8,848 | New |