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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 8,700 | $1.65M | 0.03% | +400+4.8% | Added |
| Comerica Securities,inc. | 8,760 | $1.64M | 0.12% | +8,760 | New |
| Community Bank, N.A. | 8,673 | $1.63M | 0.23% | +70+0.8% | Added |
| Allstate Corp | 8,642 | $1.62M | 0.05% | +77+0.9% | Added |
| Allstate Investment Management Co | 8,642 | $1.62M | 0.05% | +8,642 | New |
| Bleakley Financial Group, LLC | 8,637 | $1.62M | 0.06% | +8,637 | New |
| Cambria Investment Management, L.P. | 8,632 | $1.62M | 0.14% | +1,016+13.3% | Added |
| Granite Investment Partners, LLC | 8,625 | $1.62M | 0.07% | +5,625+187.5% | Added |
| Bessemer Group Inc | 8,619 | $1.61M | 0.00% | −2,643−23.5% | Reduced |
| Desjardins Global Asset Management Inc. | 8,611 | $1.61M | 0.25% | −3,777−30.5% | Reduced |
| Bailard, Inc. | 8,566 | $1.61M | 0.06% | +10+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 8,564 | $1.61M | 0.03% | +990+13.1% | Added |
| Naples Global Advisors, LLC | 8,513 | $1.60M | 0.20% | −23−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,505 | $1.59M | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,501 | $1.59M | 0.74% | −10,108−54.3% | Reduced |
| FRG Family Wealth Advisors LLC | 8,475 | $1.59M | 0.38% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,883 | $1.57M | 0.04% | +1,622+13.2% | Added |
| Lowe Brockenbrough & Co Inc | 8,368 | $1.57M | 0.14% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8,341 | $1.56M | 0.17% | −216−2.5% | Reduced |
| Benin Management CORP | 8,324 | $1.56M | 0.63% | −225−2.6% | Reduced |
| Financial Advisory Service, Inc. | 8,207 | $1.54M | 0.17% | +1,045+14.6% | Added |
| Jacobi Capital Management LLC | 8,155 | $1.53M | 0.19% | +118+1.5% | Added |
| Academy Capital Management Inc | 8,132 | $1.52M | 0.33% | +3,262+67.0% | Added |
| Ancora Advisors, LLC | 8,112 | $1.52M | 0.04% | +518+6.8% | Added |
| Members Capital Advisors Inc | 8,083 | $1.52M | 1.09% | +8,083 | New |
| Parallel Advisors, LLC | 8,068 | $1.51M | 0.07% | +810+11.2% | Added |
| Metis Global Partners, LLC | 8,045 | $1.51M | 0.13% | +4,093+103.6% | Added |
| Capital Wealth Planning, LLC | 8,033 | $1.51M | 0.02% | +7+0.1% | Added |
| Argent Advisors, Inc. | 8,019 | $1.50M | 0.78% | −15−0.2% | Reduced |
| Pensionfund Sabic | 8,000 | $1.50M | 0.49% | +8,000 | New |
| Sumitomo Life Insurance Co | 7,952 | $1.49M | 0.11% | −165−2.0% | Reduced |
| Investment Management of Virginia LLC | 7,942 | $1.49M | 0.29% | −65−0.8% | Reduced |
| Savant Capital, LLC | 7,871 | $1.48M | 0.04% | +140+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,832 | $1.47M | 0.09% | +4,189+115.0% | Added |
| Moody National Bank Trust Division | 7,778 | $1.46M | 0.13% | −202−2.5% | Reduced |
| We Are One Seven, LLC | 7,634 | $1.43M | 0.14% | +835+12.3% | Added |
| GSB Wealth Management, LLC | 7,597 | $1.42M | 0.51% | +445+6.2% | Added |
| United Capital Financial Advisers, LLC | 7,587 | $1.42M | 0.01% | −2,602−25.5% | Reduced |
| Balentine LLC | 7,522 | $1.41M | 0.05% | +787+11.7% | Added |
| Rational Advisors LLC | 7,471 | $1.40M | 0.12% | −2,240−23.1% | Reduced |
| Profund Advisors LLC | 7,445 | $1.40M | 0.09% | +423+6.0% | Added |
| Guardian Capital Advisors LP | 7,258 | $1.39M | 0.16% | −190−2.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,416 | $1.39M | 0.47% | −567−7.1% | Reduced |
| Jump Financial, LLC | 7,377 | $1.38M | 0.07% | −1,387−15.8% | Reduced |
| Tevis Investment Management | 7,347 | $1.38M | 1.47% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,345 | $1.38M | 0.04% | −1,469−16.7% | Reduced |
| Sawgrass Asset Management LLC | 7,243 | $1.36M | 0.19% | −1,471−16.9% | Reduced |
| Connecticut Wealth Management, LLC | 7,239 | $1.36M | 0.12% | +10+0.1% | Added |
| Everence Capital Management Inc | 7,233 | $1.36M | 0.12% | −6,020−45.4% | Reduced |
| Venture Visionary Partners LLC | 7,137 | $1.34M | 0.10% | −14−0.2% | Reduced |
| Fifth Third Bancorp | 7,116 | $1.33M | 0.01% | −438−5.8% | Reduced |
| Ieq Capital, LLC | 7,058 | $1.32M | 0.04% | +108+1.6% | Added |
| DAGCO, Inc. | 7,031 | $1.32M | 0.77% | −123−1.7% | Reduced |
| Gifford Fong Associates | 7,000 | $1.31M | 0.30% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 6,900 | $1.29M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,886 | $1.29M | 0.01% | +359+5.5% | Added |
| Vaughan David Investments LLC | 6,815 | $1.28M | 0.04% | −16−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 6,788 | $1.27M | 0.14% | +9+0.1% | Added |
| Silvercrest Asset Management Group LLC | 6,787 | $1.27M | 0.01% | −5−0.1% | Reduced |
| Resources Management Corp | 6,642 | $1.25M | 0.20% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,514 | $1.22M | 0.13% | +448+7.4% | Added |
| Cubic Asset Management, LLC | 6,396 | $1.20M | 0.34% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,359 | $1.19M | 0.03% | +523+9.0% | Added |
| Mount Yale Investment Advisors, LLC | 6,317 | $1.18M | 0.13% | +2,550+67.7% | Added |
| Ballast, Inc. | 6,312 | $1.18M | 0.52% | −282−4.3% | Reduced |
| Steel Peak Wealth Management LLC | 6,310 | $1.18M | 0.09% | −1,553−19.8% | Reduced |
| Veriti Management LLC | 6,286 | $1.18M | 0.16% | −570−8.3% | Reduced |
| Northern Financial Advisors Inc | 6,235 | $1.17M | 1.32% | +6,235 | New |
| Bard Financial Services, Inc. | 6,185 | $1.16M | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,185 | $1.16M | 0.25% | +24+0.4% | Added |
| Dynamic Advisor Solutions LLC | 6,164 | $1.16M | 0.08% | +233+3.9% | Added |
| Elmwood Wealth Management, Inc. | 6,139 | $1.15M | 0.58% | 00.0% | Unchanged |
| Verity & Verity, LLC | 6,115 | $1.15M | 0.15% | +6,115 | New |
| Private Trust Co NA | 6,097 | $1.14M | 0.17% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,070 | $1.14M | 0.18% | +346+6.0% | Added |
| Park Avenue Securities LLC | 6,058 | $1.14M | 0.02% | +1,134+23.0% | Added |
| Cetera Advisors LLC | 5,982 | $1.12M | 0.02% | −3,296−35.5% | Reduced |
| Impax Asset Management Group plc | 5,959 | $1.12M | 0.00% | −1,806−23.3% | Reduced |
| Tocqueville Asset Management L.P. | 5,950 | $1.12M | 0.02% | −100−1.7% | Reduced |
| Hanson & Doremus Investment Management | 5,946 | $1.11M | 0.24% | +893+17.7% | Added |
| Roundview Capital LLC | 5,946 | $1.11M | 0.13% | +149+2.6% | Added |
| Cetera Investment Advisers | 5,943 | $1.11M | 0.01% | −2,811−32.1% | Reduced |
| MB, Levis & Associates, LLC | 5,934 | $1.11M | 0.87% | +5,934 | New |
| Aureus Asset Management, LLC | 5,930 | $1.11M | 0.10% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 5,898 | $1.11M | 0.03% | +5,898 | New |
| Tectonic Advisors LLC | 5,859 | $1.10M | 0.17% | −864−12.9% | Reduced |
| Focus Financial Network, Inc. | 5,804 | $1.09M | 0.09% | +46+0.8% | Added |
| M Holdings Securities, Inc. | 5,710 | $1.07M | 0.11% | +214+3.9% | Added |
| Moors & Cabot, Inc. | 5,670 | $1.06M | 0.07% | +1,266+28.7% | Added |
| Pendal Group Limited | 5,653 | $1.06M | 0.01% | +5,653 | New |
| Vestcor Inc | 5,630 | $1.06M | 0.04% | −885−13.6% | Reduced |
| AMG National Trust Bank | 5,597 | $1.05M | 0.04% | 00.0% | Unchanged |
| Weik Capital Management | 5,525 | $1.04M | 0.48% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 5,518 | $1.03M | 0.99% | +5,518 | New |
| Douglass Winthrop Advisors, LLC | 5,487 | $1.03M | 0.03% | +7+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,455 | $1.02M | 0.01% | −6−0.1% | Reduced |
| Dakota Wealth Management | 5,365 | $1.01M | 0.07% | −85−1.6% | Reduced |
| Lincoln National Corp | 5,303 | $994.1K | 0.02% | +602+12.8% | Added |
| Sawtooth Solutions, LLC | 5,261 | $986.3K | 0.13% | +229+4.6% | Added |
| Harvest Volatility Management LLC | 5,250 | $984.3K | 0.20% | −1,201−18.6% | Reduced |