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, Q1 2023
Institutional positions in Travelers Companies, Inc. as of Mar 31, 2023. 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
- 1,269
- −2 vs. Q4 2022
- Shares held
- 190.3M
- −1.13M (−0.6%) vs. Q4 2022
- Total value
- $32.3B
- −$3.62B (−10.1%) vs. Q4 2022
- New holders
- 109
- 405 more added
- Sold out
- 111
- 494 more reduced
32 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 6,452 | $1.11M | 0.16% | +382+6.3% | Added |
| DFPG Investments, LLC | 6,500 | $1.11M | 0.12% | +3,602+124.3% | Added |
| Veriti Management LLC | 6,501 | $1.11M | 0.13% | +215+3.4% | Added |
| Signaturefd, LLC | 6,561 | $1.12M | 0.03% | +202+3.2% | Added |
| Versor Investments LP | 6,582 | $1.13M | 0.15% | +4,988+312.9% | Added |
| Tudor Investment Corp Et Al | 6,675 | $1.14M | 0.02% | +6,675 | New |
| Empirical Finance, LLC | 6,805 | $1.17M | 0.11% | +291+4.5% | Added |
| Kula Investments, LLC | 6,807 | $1.17M | 0.29% | +6,807 | New |
| Eagle Capital Management LLC | 6,900 | $1.18M | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,908 | $1.18M | 0.01% | −2,742−28.4% | Reduced |
| Vaughan David Investments LLC | 6,915 | $1.19M | 0.04% | +100+1.5% | Added |
| Kestra Private Wealth Services, LLC | 6,922 | $1.19M | 0.05% | +2,877+71.1% | Added |
| Atlantic Union Bankshares Corp | 6,938 | $1.19M | 0.12% | +150+2.2% | Added |
| DAGCO, Inc. | 6,983 | $1.20M | 0.64% | −48−0.7% | Reduced |
| Gifford Fong Associates | 7,000 | $1.20M | 0.32% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 7,012 | $1.20M | 0.16% | −231−3.2% | Reduced |
| Venture Visionary Partners LLC | 7,086 | $1.21M | 0.08% | −51−0.7% | Reduced |
| Guardian Capital Advisors LP | 6,993 | $1.22M | 0.14% | −265−3.7% | Reduced |
| Profund Advisors LLC | 7,111 | $1.22M | 0.08% | −334−4.5% | Reduced |
| Peapack Gladstone Financial Corp | 7,120 | $1.22M | 0.02% | −12,151−63.1% | Reduced |
| Everence Capital Management Inc | 7,233 | $1.24M | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,265 | $1.25M | 0.03% | −80−1.1% | Reduced |
| David Loasby | 7,281 | $1.25M | 0.14% | +5,977+458.4% | Added |
| Vinva Investment Management Ltd | 7,332 | $1.25M | 0.11% | +7,332 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,416 | $1.27M | 0.40% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 7,424 | $1.27M | 0.04% | −11,402−60.6% | Reduced |
| Tevis Investment Management | 7,442 | $1.28M | 1.30% | +95+1.3% | Added |
| Ergoteles LLC | 7,447 | $1.28M | 0.05% | −53,594−87.8% | Reduced |
| SYSTM Wealth Solutions LLC | 7,589 | $1.30M | 0.20% | −6,190−44.9% | Reduced |
| GSB Wealth Management, LLC | 7,756 | $1.33M | 0.43% | +159+2.1% | Added |
| Moody National Bank Trust Division | 7,759 | $1.33M | 0.11% | −19−0.2% | Reduced |
| Savant Capital, LLC | 7,782 | $1.33M | 0.02% | −89−1.1% | Reduced |
| Sumitomo Life Insurance Co | 7,871 | $1.35M | 0.11% | −81−1.0% | Reduced |
| Ieq Capital, LLC | 7,872 | $1.35M | 0.03% | +814+11.5% | Added |
| Canvas Wealth Advisors, LLC | 7,563 | $1.36M | 0.57% | −1,607−17.5% | Reduced |
| Cetera Investment Advisers | 7,993 | $1.37M | 0.01% | +2,050+34.5% | Added |
| Investment Management of Virginia LLC | 7,996 | $1.37M | 0.26% | +54+0.7% | Added |
| Pensionfund Sabic | 8,000 | $1.37M | 0.48% | 00.0% | Unchanged |
| Colony Group LLC | 8,015 | $1.37M | 0.02% | −2,011−20.1% | Reduced |
| We Are One Seven, LLC | 8,032 | $1.38M | 0.09% | +398+5.2% | Added |
| Capital Wealth Planning, LLC | 8,036 | $1.38M | 0.02% | +30.0% | Added |
| Members Capital Advisors Inc | 8,083 | $1.39M | 1.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,124 | $1.39M | 0.15% | −83−1.0% | Reduced |
| Academy Capital Management Inc | 8,132 | $1.39M | 0.30% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,154 | $1.40M | 0.04% | +42+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 8,156 | $1.40M | 0.00% | −141,792−94.6% | Reduced |
| Essex Financial Services, Inc. | 8,165 | $1.40M | 0.15% | −5,308−39.4% | Reduced |
| Parallel Advisors, LLC | 8,167 | $1.40M | 0.05% | +99+1.2% | Added |
| Nilsine Partners, LLC | 8,170 | $1.40M | 0.22% | +8,170 | New |
| Blueshift Asset Management, LLC | 8,177 | $1.40M | 0.59% | −324−3.8% | Reduced |
| Bessemer Group Inc | 8,187 | $1.40M | 0.00% | −432−5.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,194 | $1.40M | 0.12% | −3,178−27.9% | Reduced |
| Benin Management CORP | 8,207 | $1.41M | 0.53% | −117−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,223 | $1.41M | 0.12% | −282−3.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,230 | $1.41M | 0.11% | −138−1.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,275 | $1.42M | 0.03% | −289−3.4% | Reduced |
| FRG Family Wealth Advisors LLC | 8,275 | $1.42M | 0.32% | −200−2.4% | Reduced |
| Desjardins Global Asset Management Inc. | 8,288 | $1.42M | 0.18% | −323−3.8% | Reduced |
| Occudo Quantitative Strategies LP | 8,388 | $1.44M | 0.13% | −10,616−55.9% | Reduced |
| Jacobi Capital Management LLC | 8,408 | $1.44M | 0.17% | +253+3.1% | Added |
| Naples Global Advisors, LLC | 8,415 | $1.44M | 0.18% | −98−1.2% | Reduced |
| Argent Advisors, Inc. | 9,533 | $1.44M | 0.69% | +1,514+18.9% | Added |
| ISAM Funds (UK) Ltd | 8,515 | $1.46M | 1.86% | +6,075+249.0% | Added |
| Bailard, Inc. | 8,544 | $1.46M | 0.05% | −22−0.3% | Reduced |
| Comerica Securities,inc. | 8,609 | $1.48M | 0.11% | −151−1.7% | Reduced |
| Community Bank, N.A. | 8,630 | $1.48M | 0.20% | −43−0.5% | Reduced |
| Granite Investment Partners, LLC | 8,730 | $1.50M | 0.06% | +105+1.2% | Added |
| FOCUS Wealth Advisors, LLC | 8,787 | $1.51M | 0.99% | −86−1.0% | Reduced |
| Virtu Financial LLC | 8,872 | $1.52M | 0.16% | +5,332+150.6% | Added |
| Advisor OS, LLC | 8,900 | $1.53M | 0.37% | −224−2.5% | Reduced |
| Old National Bancorp | 8,921 | $1.53M | 0.05% | −103−1.1% | Reduced |
| Bokf, NA | 9,007 | $1.54M | 0.03% | −1,572−14.9% | Reduced |
| Orleans Capital Management Corp | 9,030 | $1.55M | 1.14% | −100−1.1% | Reduced |
| Redwood Investment Management, LLC | 9,162 | $1.57M | 0.17% | +9,162 | New |
| NJ State Employees Deferred Compensation Plan | 9,243 | $1.58M | 0.24% | −13,200−58.8% | Reduced |
| Bleakley Financial Group, LLC | 9,252 | $1.59M | 0.05% | +615+7.1% | Added |
| Sawtooth Solutions, LLC | 9,254 | $1.59M | 0.04% | +3,993+75.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,361 | $1.60M | 0.00% | +339+3.8% | Added |
| Belpointe Asset Management LLC | 9,383 | $1.61M | 0.09% | −458−4.7% | Reduced |
| Connolly Sarah T. | 9,396 | $1.61M | 1.02% | +325+3.6% | Added |
| WBH Advisory Inc | 9,422 | $1.62M | 0.20% | +9,422 | New |
| Quantinno Capital Management LP | 9,470 | $1.62M | 0.11% | +5,509+139.1% | Added |
| BancorpSouth Bank | 9,563 | $1.64M | 0.15% | −151−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,622 | $1.65M | 0.10% | +1,790+22.9% | Added |
| Greenleaf Trust | 9,639 | $1.65M | 0.02% | +42+0.4% | Added |
| Levin Capital Strategies, L.P. | 9,654 | $1.65M | 0.21% | 00.0% | Unchanged |
| South Dakota Investment Council | 9,695 | $1.66M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,730 | $1.67M | 0.02% | −25,775−72.6% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.67M | 0.19% | 00.0% | Unchanged |
| BSW Wealth Partners | 9,813 | $1.68M | 0.34% | −42−0.4% | Reduced |
| Fifth Third Bancorp | 9,856 | $1.69M | 0.01% | +2,740+38.5% | Added |
| Erste Asset Management GmbH | 9,900 | $1.69M | 0.03% | +1,200+13.8% | Added |
| Cary Street Partner Investment Advisory LLC | 9,882 | $1.69M | 0.12% | −116−1.2% | Reduced |
| E. Ohman J:or Asset Management AB | 9,892 | $1.70M | 0.07% | −500−4.8% | Reduced |
| Arrow Financial Corp | 9,939 | $1.70M | 0.22% | −260−2.5% | Reduced |
| Segall Bryant & Hamill, LLC | 9,950 | $1.71M | 0.02% | +50+0.5% | Added |
| Magnetar Financial LLC | 10,022 | $1.72M | 0.03% | +10,022 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.74M | 0.04% | −7,000−40.8% | Reduced |
| Parsons Capital Management Inc | 10,196 | $1.75M | 0.14% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,266 | $1.76M | 0.12% | 00.0% | Unchanged |