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
- 1,270
- −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
- 406 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 |
|---|---|---|---|---|---|
| Creative Planning | 62,874 | $10.8M | 0.02% | +1,460+2.4% | Added |
| Amalgamated Bank | 61,978 | $10.6M | 0.09% | +208+0.3% | Added |
| Jane Street Group, LLC | 60,725 | $10.4M | 0.02% | +46,566+328.9% | Added |
| Glenmede Trust Co NA | 60,612 | $10.4M | 0.06% | +49+0.1% | Added |
| Steel Peak Wealth Management LLC | 60,410 | $10.4M | 0.71% | +54,100+857.4% | Added |
| MetLife Investment Management | 59,698 | $10.2M | 0.07% | −887−1.5% | Reduced |
| Achmea Investment Management B.V. | 59,206 | $10.1M | 0.29% | +6,126+11.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,745 | $10.1M | 0.02% | +5,275+9.9% | Added |
| Cerity Partners LLC | 53,131 | $10.1M | 0.05% | +53,131 | New |
| Hancock Whitney Corp | 58,093 | $9.96M | 0.40% | +37,484+181.9% | Added |
| Talbot Financial, LLC | 56,797 | $9.74M | 1.81% | +27,417+93.3% | Added |
| CIBC Asset Management Inc | 55,768 | $9.56M | 0.04% | +20,662+58.9% | Added |
| Te Ahumairangi Investment Management Ltd | 55,761 | $9.56M | 1.37% | +7,610+15.8% | Added |
| Public Sector Pension Investment Board | 54,231 | $9.30M | 0.07% | −390−0.7% | Reduced |
| Formuepleje A/S | 53,185 | $9.12M | 0.67% | +3,842+7.8% | Added |
| Independent Advisor Alliance | 52,991 | $9.08M | 0.44% | −4,795−8.3% | Reduced |
| Regions Financial Corp | 52,657 | $9.03M | 0.08% | −1,120−2.1% | Reduced |
| New York Life Investment Management LLC | 52,417 | $8.98M | 0.10% | −1,340−2.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 50,883 | $8.72M | 0.40% | +6,680+15.1% | Added |
| First National Bank of Omaha | 50,608 | $8.67M | 0.53% | −505−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 50,436 | $8.65M | 0.01% | −52,051−50.8% | Reduced |
| Auxier Asset Management | 49,685 | $8.52M | 1.47% | −304−0.6% | Reduced |
| Telos Capital Management, Inc. | 49,014 | $8.40M | 1.17% | −436−0.9% | Reduced |
| First Manhattan Co | 48,856 | $8.37M | 0.03% | −14,549−22.9% | Reduced |
| Stonebridge Capital Advisors LLC | 48,585 | $8.33M | 0.95% | +167+0.3% | Added |
| Texas Permanent School Fund | 48,180 | $8.26M | 0.08% | +14,884+44.7% | Added |
| Citizens Financial Group Inc | 48,106 | $8.25M | 0.30% | −92−0.2% | Reduced |
| DnB Asset Management AS | 46,475 | $7.97M | 0.05% | +1,708+3.8% | Added |
| GHP Investment Advisors, Inc. | 46,443 | $7.96M | 0.51% | +39+0.1% | Added |
| Shorepoint Capital Partners LLC | 45,878 | $7.86M | 2.25% | −906−1.9% | Reduced |
| PGGM Investments | 45,670 | $7.83M | 0.13% | −5,467−10.7% | Reduced |
| State of Alaska, Department of Revenue | 45,214 | $7.75M | 0.09% | −890−1.9% | Reduced |
| Park Circle Co | 44,825 | $7.68M | 7.46% | −825−1.8% | Reduced |
| Yousif Capital Management, LLC | 44,752 | $7.67M | 0.10% | −3,199−6.7% | Reduced |
| Northwest & Ethical Investments L.P. | 44,707 | $7.66M | 0.25% | −22,413−33.4% | Reduced |
| Oregon Public Employees Retirement Fund | 44,354 | $7.60M | 0.09% | −63−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 44,245 | $7.58M | 1.35% | −796−1.8% | Reduced |
| CIBC World Markets Corp | 43,900 | $7.52M | 0.12% | −33,623−43.4% | Reduced |
| Goelzer Investment Management, Inc. | 43,533 | $7.46M | 0.65% | +4,387+11.2% | Added |
| Tiaa, FSB | 43,520 | $7.46M | 0.03% | −1,674−3.7% | Reduced |
| Captrust Financial Advisors | 43,344 | $7.43M | 0.03% | +2,429+5.9% | Added |
| IFM Investors Pty Ltd | 42,853 | $7.35M | 0.11% | −186−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 42,135 | $7.22M | 0.05% | −125−0.3% | Reduced |
| Utah Retirement Systems | 41,707 | $7.15M | 0.10% | +100+0.2% | Added |
| Greystone Financial Group, LLC | 41,411 | $7.10M | 1.79% | −3,605−8.0% | Reduced |
| Leuthold Group, LLC | 41,352 | $7.09M | 0.94% | −845−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,751 | $6.99M | 0.13% | −1,250−3.0% | Reduced |
| Bartlett & Co. LLC | 40,751 | $6.99M | 0.13% | −1,250−3.0% | Reduced |
| Hantz Financial Services, Inc. | 40,620 | $6.96M | 0.19% | +413+1.0% | Added |
| Perigon Wealth Management, LLC | 40,508 | $6.94M | 0.39% | +248+0.6% | Added |
| Bradley Foster & Sargent Inc | 40,497 | $6.94M | 0.17% | −245−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 17,640 | $6.93M | 0.02% | +613+3.6% | Added |
| Palmer Knight Co | 39,813 | $6.82M | 4.33% | +2,000+5.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,177 | $6.72M | 0.06% | −436−1.1% | Reduced |
| Executive Wealth Management, LLC | 39,164 | $6.71M | 0.74% | −3,471−8.1% | Reduced |
| Burney Co | 38,581 | $6.61M | 0.33% | −1,234−3.1% | Reduced |
| Contravisory Investment Management, Inc. | 38,408 | $6.58M | 1.86% | −39−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 38,307 | $6.57M | 0.03% | −229−0.6% | Reduced |
| Carret Asset Management, LLC | 38,124 | $6.54M | 0.91% | −1,904−4.8% | Reduced |
| Gateway Investment Advisers LLC | 37,280 | $6.39M | 0.08% | −66−0.2% | Reduced |
| State of Tennessee, Treasury Department | 37,241 | $6.38M | 0.03% | −33,502−47.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 36,990 | $6.34M | 2.63% | −280−0.8% | Reduced |
| Brown Advisory Inc | 36,452 | $6.25M | 0.01% | +70.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 36,132 | $6.19M | 1.97% | −3,916−9.8% | Reduced |
| Benedict Financial Advisors Inc | 35,887 | $6.15M | 1.73% | +333+0.9% | Added |
| Blair William & Co | 35,632 | $6.11M | 0.02% | −373−1.0% | Reduced |
| NFP Retirement, Inc. | 35,415 | $6.07M | 1.21% | +24+0.1% | Added |
| Candriam Luxembourg S.C.A. | 37,942 | $5.99M | 0.04% | −1,689−4.3% | Reduced |
| Lazard Asset Management LLC | 34,747 | $5.96M | 0.01% | −28,053−44.7% | Reduced |
| Natixis | 34,318 | $5.88M | 0.05% | −59,690−63.5% | Reduced |
| Trexquant Investment LP | 34,136 | $5.85M | 0.16% | +34,136 | New |
| Andra AP-fonden | 33,900 | $5.81M | 0.15% | +1,200+3.7% | Added |
| Vestmark Advisory Solutions, Inc. | 33,503 | $5.74M | 0.25% | +7,935+31.0% | Added |
| Mutual of America Capital Management LLC | 33,081 | $5.67M | 0.07% | −404−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 32,678 | $5.60M | 0.18% | +15,917+95.0% | Added |
| Moreno Evelyn V | 32,597 | $5.59M | 1.27% | +1,812+5.9% | Added |
| Stansberry Asset Management, LLC | 32,517 | $5.57M | 1.08% | +5,163+18.9% | Added |
| tru Independence LLC | 32,017 | $5.49M | 1.77% | −1,097−3.3% | Reduced |
| Ritholtz Wealth Management | 31,928 | $5.47M | 0.27% | −9,706−23.3% | Reduced |
| Koshinski Asset Management, Inc. | 31,795 | $5.45M | 0.53% | +10.0% | Added |
| Garland Capital Management Inc | 31,530 | $5.40M | 3.67% | −1,420−4.3% | Reduced |
| Capital City Trust Co | 31,388 | $5.38M | 1.71% | +37+0.1% | Added |
| Webster Bank, N. A. | 31,344 | $5.37M | 0.70% | −612−1.9% | Reduced |
| Aviance Capital Partners, LLC | 31,104 | $5.33M | 1.19% | +183+0.6% | Added |
| Gulf International Bank (UK) Ltd | 30,844 | $5.29M | 0.11% | −8,660−21.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,370 | $5.21M | 0.23% | +2,702+9.8% | Added |
| Qube Research & Technologies Ltd | 30,174 | $5.17M | 0.03% | −85,042−73.8% | Reduced |
| Norinchukin Bank, The | 29,638 | $5.08M | 0.10% | +131+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 29,140 | $4.99M | 0.08% | +3,299+12.8% | Added |
| First National Trust Co | 29,125 | $4.99M | 0.27% | −140−0.5% | Reduced |
| ING Groep NV | 29,070 | $4.98M | 0.05% | +18,810+183.3% | Added |
| EP Wealth Advisors, LLC | 94,649 | $4.96M | 0.10% | +92,877+5,241.4% | Added |
| Olstein Capital Management, L.P. | 28,500 | $4.88M | 0.77% | +4,500+18.8% | Added |
| Hyman Charles D | 28,359 | $4.86M | 0.32% | 00.0% | Unchanged |
| Xponance, Inc. | 28,316 | $4.85M | 0.07% | −5,359−15.9% | Reduced |
| Abner Herrman & Brock LLC | 28,257 | $4.84M | 0.73% | −75−0.3% | Reduced |
| Point72 Asset Management, L.P. | 28,206 | $4.83M | 0.02% | +28,206 | New |
| Shell Asset Management Co | 28,105 | $4.82M | 0.20% | +317+1.1% | Added |
| Freestone Capital Holdings, LLC | 27,734 | $4.75M | 0.21% | −302−1.1% | Reduced |
| Nissay Asset Management Corp | 27,493 | $4.71M | 0.04% | −1,153−4.0% | Reduced |