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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 10,337 | $1.77M | 0.09% | −2,919−22.0% | Reduced |
| Metis Global Partners, LLC | 10,339 | $1.77M | 0.11% | +2,294+28.5% | Added |
| Baker Tilly Wealth Management, LLC | 10,344 | $1.77M | 0.20% | +289+2.9% | Added |
| Brinker Capital Investments, LLC | 10,378 | $1.78M | 0.02% | +1,031+11.0% | Added |
| Orion Portfolio Solutions, LLC | 10,378 | $1.78M | 0.02% | +8,398+424.1% | Added |
| Cohen Lawrence B | 10,387 | $1.78M | 1.20% | +236+2.3% | Added |
| Horiko Capital Management LLC | 10,427 | $1.79M | 1.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,452 | $1.79M | 0.03% | +159+1.5% | Added |
| Evercore Wealth Management, LLC | 10,460 | $1.79M | 0.04% | −11−0.1% | Reduced |
| Gotham Asset Management, LLC | 10,551 | $1.81M | 0.04% | +5,728+118.8% | Added |
| Peddock Capital Advisors, LLC | 10,646 | $1.82M | 0.63% | +420+4.1% | Added |
| Inceptionr LLC | 10,710 | $1.84M | 0.59% | +10,710 | New |
| Kinneret Advisory, LLC | 10,768 | $1.85M | 0.24% | −578−5.1% | Reduced |
| D.A. Davidson & Co. | 10,791 | $1.85M | 0.02% | −413−3.7% | Reduced |
| Wetherby Asset Management Inc | 10,809 | $1.85M | 0.11% | +475+4.6% | Added |
| BlueCrest Capital Management Ltd | 10,820 | $1.85M | 0.20% | +10,820 | New |
| New Mexico Educational Retirement Board | 10,878 | $1.86M | 0.09% | −300−2.7% | Reduced |
| Twin Capital Management Inc | 10,882 | $1.87M | 0.25% | −1,707−13.6% | Reduced |
| Nixon Peabody Trust Co | 10,953 | $1.88M | 1.31% | +2,031+22.8% | Added |
| White Pine Capital LLC | 11,005 | $1.89M | 0.73% | −401−3.5% | Reduced |
| La Banque Postale Asset Management SA | 11,172 | $1.91M | 0.05% | −517−4.4% | Reduced |
| Veritable, L.P. | 11,323 | $1.94M | 0.03% | −1,620−12.5% | Reduced |
| Pinnacle Holdings, LLC | 11,392 | $1.95M | 0.90% | −31−0.3% | Reduced |
| TownSquare Capital, LLC | 11,440 | $1.96M | 0.04% | −479−4.0% | Reduced |
| Exeter Financial, LLC | 11,396 | $1.97M | 0.99% | −368−3.1% | Reduced |
| Sigma Planning Corp | 11,691 | $2.00M | 0.07% | −658−5.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,993 | $2.06M | 0.11% | −8,680−42.0% | Reduced |
| Horizon Investments, LLC | 12,008 | $2.06M | 0.06% | −4,052−25.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,165 | $2.09M | 0.08% | +1,786+17.2% | Added |
| Delta Financial Advisors LLC | 12,191 | $2.09M | 1.01% | −118−1.0% | Reduced |
| National Asset Management, Inc. | 12,206 | $2.09M | 0.06% | +636+5.5% | Added |
| Compass Wealth Management LLC | 12,216 | $2.09M | 0.67% | −450−3.6% | Reduced |
| Advisory Services Network, LLC | 12,307 | $2.11M | 0.06% | −125−1.0% | Reduced |
| Icon Wealth Partners, LLC | 12,321 | $2.11M | 0.23% | +12,321 | New |
| TD Private Client Wealth LLC | 12,375 | $2.12M | 0.10% | +427+3.6% | Added |
| Centiva Capital, LP | 12,379 | $2.12M | 0.12% | +7,584+158.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,415 | $2.13M | 1.42% | +421+3.5% | Added |
| Azimuth Capital Investment Management LLC | 12,427 | $2.13M | 0.10% | −600−4.6% | Reduced |
| Walleye Capital LLC | 12,519 | $2.15M | 0.04% | +12,519 | New |
| Winton Group Ltd | 12,583 | $2.16M | 0.13% | −5,829−31.7% | Reduced |
| Cantor Fitzgerald, L. P. | 12,963 | $2.22M | 0.05% | −1,659−11.3% | Reduced |
| Thrivent Financial for Lutherans | 12,960 | $2.22M | 0.01% | −178−1.4% | Reduced |
| Shay Capital LLC | 13,000 | $2.23M | 0.92% | +13,000 | New |
| Canandaigua National Bank & Trust Co | 13,063 | $2.24M | 0.38% | +13,063 | New |
| Symmetry Partners, LLC | 13,069 | $2.24M | 0.12% | +2,052+18.6% | Added |
| Arden Trust Co | 13,083 | $2.24M | 0.40% | −2,194−14.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,114 | $2.25M | 0.02% | +13,114 | New |
| Eagle Rock Investment Company, LLC | 13,344 | $2.29M | 0.53% | +171+1.3% | Added |
| HRT Financial LP | 13,365 | $2.29M | 0.03% | +13,365 | New |
| Avantax Advisory Services, Inc. | 13,479 | $2.31M | 0.03% | −1,074−7.4% | Reduced |
| Rockefeller Capital Management L.P. | 13,501 | $2.31M | 0.01% | −44,579−76.8% | Reduced |
| Acropolis Investment Management, LLC | 13,556 | $2.32M | 0.19% | +51+0.4% | Added |
| Pinnacle Financial Partners Inc | 13,610 | $2.33M | 0.06% | +460+3.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 13,626 | $2.34M | 0.01% | +153+1.1% | Added |
| MAI Capital Management | 13,645 | $2.34M | 0.04% | −341−2.4% | Reduced |
| Argent Trust Co | 13,646 | $2.34M | 0.15% | +477+3.6% | Added |
| Rossmore Private Capital | 13,659 | $2.34M | 0.37% | −538−3.8% | Reduced |
| Pinnacle Associates Ltd | 13,871 | $2.38M | 0.05% | +868+6.7% | Added |
| GWM Advisors LLC | 13,854 | $2.39M | 0.03% | −29−0.2% | Reduced |
| Liberty One Investment Management, LLC | 14,093 | $2.42M | 0.33% | +926+7.0% | Added |
| Atria Wealth Solutions, Inc. | 14,190 | $2.43M | 0.04% | +190+1.4% | Added |
| BKD Wealth Advisors, LLC | 14,234 | $2.44M | 0.08% | +354+2.6% | Added |
| Toroso Investments, LLC | 14,372 | $2.46M | 0.08% | −1,601−10.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,387 | $2.47M | 0.43% | −30−0.2% | Reduced |
| Two Sigma Advisers, LP | 14,500 | $2.49M | 0.01% | +14,500 | New |
| Pacer Advisors, Inc. | 14,546 | $2.49M | 0.01% | −47,198−76.4% | Reduced |
| Advisor Partners II, LLC | 14,605 | $2.50M | 0.14% | +732+5.3% | Added |
| BDO Wealth Advisors, LLC | 14,649 | $2.51M | 0.31% | −301−2.0% | Reduced |
| Mount Lucas Management LP | 14,692 | $2.52M | 0.86% | +709+5.1% | Added |
| Unison Advisors LLC | 14,731 | $2.53M | 0.28% | +88+0.6% | Added |
| Empire Financial Management Company, LLC | 14,747 | $2.53M | 1.03% | +14,747 | New |
| Ostrum Asset Management | 14,752 | $2.53M | 0.22% | +14,752 | New |
| Stonegate Investment Group, LLC | 14,802 | $2.54M | 0.10% | −4,067−21.6% | Reduced |
| Wunderlich Capital Managemnt | 14,928 | $2.56M | 1.33% | +177+1.2% | Added |
| Louisiana State Employees Retirement System | 15,000 | $2.57M | 0.07% | −100−0.7% | Reduced |
| Fulton Bank, N.A. | 15,096 | $2.59M | 0.14% | +229+1.5% | Added |
| NEIRG Wealth Management, LLC | 15,199 | $2.61M | 0.45% | −665−4.2% | Reduced |
| Siemens Fonds Invest GmbH | 15,556 | $2.67M | 0.28% | −67−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,591 | $2.67M | 0.03% | +10,136+185.8% | Added |
| Lincoln Capital LLC | 15,611 | $2.68M | 0.74% | −48−0.3% | Reduced |
| Lee Danner & Bass Inc | 15,669 | $2.69M | 0.25% | +2,817+21.9% | Added |
| Somerset Group LLC | 15,762 | $2.70M | 2.35% | 00.0% | Unchanged |
| Romano Brothers and Company | 15,776 | $2.70M | 0.42% | −900−5.4% | Reduced |
| Oppenheimer & Co Inc | 15,849 | $2.72M | 0.06% | −576−3.5% | Reduced |
| 1st Source Bank | 16,057 | $2.75M | 0.18% | −167−1.0% | Reduced |
| Wellington Management Group LLP | 16,078 | $2.76M | 0.00% | +1,518+10.4% | Added |
| Investment Management Corp of Ontario | 16,153 | $2.77M | 0.11% | +551+3.5% | Added |
| Principle Wealth Partners LLC | 16,471 | $2.82M | 0.30% | +231+1.4% | Added |
| Prudential PLC | 16,602 | $2.85M | 0.03% | +909+5.8% | Added |
| Verdence Capital Advisors LLC | 16,626 | $2.85M | 0.34% | +350+2.2% | Added |
| Atria Investments LLC | 16,824 | $2.88M | 0.05% | +1,673+11.0% | Added |
| Osborne Partners Capital Management, LLC | 16,833 | $2.89M | 0.21% | 00.0% | Unchanged |
| Applied Capital LLC | 17,018 | $2.92M | 2.89% | −304−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 17,151 | $2.94M | 0.05% | +59+0.3% | Added |
| FORA Capital, LLC | 17,229 | $2.95M | 0.30% | +2,801+19.4% | Added |
| FDx Advisors, Inc. | 15,874 | $2.98M | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 17,374 | $2.98M | 0.04% | −42,448−71.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,465 | $2.99M | 0.00% | −751−4.1% | Reduced |
| Garner Asset Management Corp | 17,484 | $3.00M | 1.42% | +314+1.8% | Added |
| Money Concepts Capital Corp | 17,275 | $3.01M | 0.17% | −2,632−13.2% | Reduced |