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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 27,476 | $4.71M | 0.58% | −76−0.3% | Reduced |
| Meyer Handelman Co | 27,450 | $4.71M | 0.20% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 27,113 | $4.68M | 2.52% | −471−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,260 | $4.67M | 0.02% | +1,096+4.2% | Added |
| Czech National Bank | 27,225 | $4.67M | 0.12% | −206−0.8% | Reduced |
| KWMG, LLC | 27,002 | $4.63M | 0.62% | +379+1.4% | Added |
| BerganKDV Wealth Management, LLC | 26,627 | $4.56M | 0.47% | +1,228+4.8% | Added |
| Berger Financial Group, Inc | 26,478 | $4.54M | 0.55% | −3,783−12.5% | Reduced |
| Hallmark Capital Management Inc | 26,419 | $4.53M | 0.41% | −544−2.0% | Reduced |
| Northwest Bancshares, Inc. | 26,389 | $4.52M | 0.87% | +199+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 26,198 | $4.49M | 0.01% | +2,908+12.5% | Added |
| Unigestion Holding SA | 25,752 | $4.40M | 0.24% | +706+2.8% | Added |
| New Vernon Investment Management LLC | 25,584 | $4.39M | 9.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 25,381 | $4.35M | 0.18% | +519+2.1% | Added |
| Cetera Advisor Networks LLC | 25,149 | $4.31M | 0.03% | +4,088+19.4% | Added |
| Commerce Bank | 24,901 | $4.27M | 0.03% | +226+0.9% | Added |
| Ethic Inc. | 24,666 | $4.23M | 0.17% | +8,464+52.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 24,598 | $4.22M | 0.07% | +5,545+29.1% | Added |
| HM Payson & Co | 24,547 | $4.21M | 0.10% | −359−1.4% | Reduced |
| Catalyst Capital Advisors LLC | 24,300 | $4.17M | 0.13% | −1,750−6.7% | Reduced |
| Monte Financial Group, LLC | 24,254 | $4.16M | 2.20% | −295−1.2% | Reduced |
| Bristlecone Advisors, LLC | 23,985 | $4.11M | 0.45% | −52−0.2% | Reduced |
| Private Advisor Group, LLC | 23,967 | $4.11M | 0.04% | −2,528−9.5% | Reduced |
| FIL Ltd | 23,710 | $4.06M | 0.00% | −1,506−6.0% | Reduced |
| Patton Albertson Miller Group, LLC | 23,272 | $3.99M | 0.73% | +575+2.5% | Added |
| Chemung Canal Trust Co | 23,218 | $3.98M | 0.92% | −22,431−49.1% | Reduced |
| Foster & Motley Inc | 23,170 | $3.97M | 0.32% | −172−0.7% | Reduced |
| Worldquant Millennium Advisors LLC | 23,024 | $3.95M | 0.07% | +17,126+290.4% | Added |
| Railway Pension Investments Ltd | 22,834 | $3.91M | 0.04% | +13,300+139.5% | Added |
| J. W. Coons Advisors, LLC | 22,550 | $3.87M | 1.11% | 00.0% | Unchanged |
| National Bank of Canada | 22,491 | $3.86M | 0.01% | −29,762−57.0% | Reduced |
| Pathstone Family Office, LLC | 22,567 | $3.85M | 0.06% | −5,733−20.3% | Reduced |
| Citizens Business Bank | 22,375 | $3.84M | 0.88% | −1,292−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,218 | $3.81M | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 22,116 | $3.79M | 0.13% | +7,320+49.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 22,115 | $3.79M | 0.39% | +684+3.2% | Added |
| Crossmark Global Holdings, Inc. | 22,099 | $3.79M | 0.09% | −511−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,067 | $3.78M | 0.14% | −50.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,528 | $3.69M | 0.09% | −217−1.0% | Reduced |
| Commerzbank Aktiengesellschaft | 21,510 | $3.69M | 0.20% | +536+2.6% | Added |
| Bank of Nova Scotia | 21,342 | $3.66M | 0.01% | −21,150−49.8% | Reduced |
| Kestra Advisory Services, LLC | 21,002 | $3.60M | 0.04% | −7,281−25.7% | Reduced |
| Duality Advisers, LP | 20,946 | $3.59M | 0.41% | +20,946 | New |
| British Columbia Investment Management Corp | 20,873 | $3.58M | 0.04% | −153−0.7% | Reduced |
| 1832 Asset Management L.P. | 20,714 | $3.55M | 0.01% | +8,355+67.6% | Added |
| Culbertson A N & Co Inc | 20,641 | $3.54M | 0.72% | −164−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,349 | $3.49M | 0.04% | +20,349 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.45M | 0.88% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.45M | 3.23% | 00.0% | Unchanged |
| Cullinan Associates Inc | 20,050 | $3.44M | 0.20% | +346+1.8% | Added |
| EHP Funds Inc. | 19,810 | $3.40M | 0.75% | −2,300−10.4% | Reduced |
| Hartford Investment Management Co | 19,686 | $3.37M | 0.11% | −2,766−12.3% | Reduced |
| Renaissance Technologies LLC | 19,472 | $3.34M | 0.00% | +2,572+15.2% | Added |
| Securian Asset Management, Inc | 19,398 | $3.33M | 0.09% | −100−0.5% | Reduced |
| Wealthfront Advisers LLC | 19,305 | $3.31M | 0.02% | +704+3.8% | Added |
| Vident Investment Advisory, LLC | 19,170 | $3.29M | 0.11% | +7,880+69.8% | Added |
| Agf Management Ltd | 19,067 | $3.27M | 0.02% | +911+5.0% | Added |
| Raymond James Trust N.A. | 18,948 | $3.25M | 0.10% | +1,138+6.4% | Added |
| Resources Management Corp | 11,674 | $3.24M | 0.65% | +5,032+75.8% | Added |
| Elo Mutual Pension Insurance Co | 18,712 | $3.21M | 0.10% | +341+1.9% | Added |
| Arjuna Capital | 18,579 | $3.18M | 1.25% | +614+3.4% | Added |
| Stephens Inc | 18,565 | $3.18M | 0.06% | −1,168−5.9% | Reduced |
| L2 Asset Management, LLC | 18,530 | $3.18M | 1.90% | +3,869+26.4% | Added |
| Maryland State Retirement & Pension System | 18,381 | $3.15M | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 18,356 | $3.15M | 1.20% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 18,282 | $3.13M | 0.12% | +18,282 | New |
| Kentucky Retirement Systems | 18,272 | $3.13M | 0.12% | −386−2.1% | Reduced |
| Miracle Mile Advisors, LLC | 17,687 | $3.03M | 0.10% | −1,389−7.3% | Reduced |
| Slow Capital, Inc. | 17,661 | $3.03M | 0.57% | +4,538+34.6% | Added |
| Money Concepts Capital Corp | 17,275 | $3.01M | 0.17% | −2,632−13.2% | Reduced |
| Garner Asset Management Corp | 17,484 | $3.00M | 1.42% | +314+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 17,465 | $2.99M | 0.00% | −751−4.1% | Reduced |
| Westpac Banking Corp | 17,374 | $2.98M | 0.04% | −42,448−71.0% | Reduced |
| FDx Advisors, Inc. | 15,874 | $2.98M | 0.13% | 00.0% | Unchanged |
| FORA Capital, LLC | 17,229 | $2.95M | 0.30% | +2,801+19.4% | Added |
| Beacon Pointe Advisors, LLC | 17,151 | $2.94M | 0.05% | +59+0.3% | Added |
| Applied Capital LLC | 17,018 | $2.92M | 2.89% | −304−1.8% | Reduced |
| Osborne Partners Capital Management, LLC | 16,833 | $2.89M | 0.21% | 00.0% | Unchanged |
| Atria Investments LLC | 16,824 | $2.88M | 0.05% | +1,673+11.0% | Added |
| Verdence Capital Advisors LLC | 16,626 | $2.85M | 0.34% | +350+2.2% | Added |
| Prudential PLC | 16,602 | $2.85M | 0.03% | +909+5.8% | Added |
| Principle Wealth Partners LLC | 16,471 | $2.82M | 0.30% | +231+1.4% | Added |
| Investment Management Corp of Ontario | 16,153 | $2.77M | 0.11% | +551+3.5% | Added |
| Wellington Management Group LLP | 16,078 | $2.76M | 0.00% | +1,518+10.4% | Added |
| 1st Source Bank | 16,057 | $2.75M | 0.18% | −167−1.0% | Reduced |
| Oppenheimer & Co Inc | 15,849 | $2.72M | 0.06% | −576−3.5% | Reduced |
| Romano Brothers and Company | 15,776 | $2.70M | 0.42% | −900−5.4% | Reduced |
| Somerset Group LLC | 15,762 | $2.70M | 2.35% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 15,669 | $2.69M | 0.25% | +2,817+21.9% | Added |
| Lincoln Capital LLC | 15,611 | $2.68M | 0.74% | −48−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,591 | $2.67M | 0.03% | +10,136+185.8% | Added |
| Siemens Fonds Invest GmbH | 15,556 | $2.67M | 0.28% | −67−0.4% | Reduced |
| NEIRG Wealth Management, LLC | 15,199 | $2.61M | 0.45% | −665−4.2% | Reduced |
| Fulton Bank, N.A. | 15,096 | $2.59M | 0.14% | +229+1.5% | Added |
| Louisiana State Employees Retirement System | 15,000 | $2.57M | 0.07% | −100−0.7% | Reduced |
| Wunderlich Capital Managemnt | 14,928 | $2.56M | 1.33% | +177+1.2% | Added |
| Stonegate Investment Group, LLC | 14,802 | $2.54M | 0.10% | −4,067−21.6% | Reduced |
| Ostrum Asset Management | 14,752 | $2.53M | 0.22% | +14,752 | New |
| Empire Financial Management Company, LLC | 14,747 | $2.53M | 1.03% | +14,747 | New |
| Unison Advisors LLC | 14,731 | $2.53M | 0.28% | +88+0.6% | Added |