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 |
|---|---|---|---|---|---|
| Mount Lucas Management LP | 14,692 | $2.52M | 0.86% | +709+5.1% | Added |
| BDO Wealth Advisors, LLC | 14,649 | $2.51M | 0.31% | −301−2.0% | Reduced |
| Advisor Partners II, LLC | 14,605 | $2.50M | 0.14% | +732+5.3% | Added |
| Pacer Advisors, Inc. | 14,546 | $2.49M | 0.01% | −47,198−76.4% | Reduced |
| Two Sigma Advisers, LP | 14,500 | $2.49M | 0.01% | +14,500 | New |
| Penobscot Investment Management Company, Inc. | 14,387 | $2.47M | 0.43% | −30−0.2% | Reduced |
| Toroso Investments, LLC | 14,372 | $2.46M | 0.08% | −1,601−10.0% | Reduced |
| BKD Wealth Advisors, LLC | 14,234 | $2.44M | 0.08% | +354+2.6% | Added |
| Atria Wealth Solutions, Inc. | 14,190 | $2.43M | 0.04% | +190+1.4% | Added |
| Liberty One Investment Management, LLC | 14,093 | $2.42M | 0.33% | +926+7.0% | Added |
| GWM Advisors LLC | 13,854 | $2.39M | 0.03% | −29−0.2% | Reduced |
| Pinnacle Associates Ltd | 13,871 | $2.38M | 0.05% | +868+6.7% | Added |
| Rossmore Private Capital | 13,659 | $2.34M | 0.37% | −538−3.8% | Reduced |
| Argent Trust Co | 13,646 | $2.34M | 0.15% | +477+3.6% | Added |
| MAI Capital Management | 13,645 | $2.34M | 0.04% | −341−2.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,626 | $2.34M | 0.01% | +153+1.1% | Added |
| Pinnacle Financial Partners Inc | 13,610 | $2.33M | 0.06% | +460+3.5% | Added |
| Acropolis Investment Management, LLC | 13,556 | $2.32M | 0.19% | +51+0.4% | Added |
| Rockefeller Capital Management L.P. | 13,501 | $2.31M | 0.01% | −44,579−76.8% | Reduced |
| Avantax Advisory Services, Inc. | 13,479 | $2.31M | 0.03% | −1,074−7.4% | Reduced |
| HRT Financial LP | 13,365 | $2.29M | 0.03% | +13,365 | New |
| Eagle Rock Investment Company, LLC | 13,344 | $2.29M | 0.53% | +171+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 13,114 | $2.25M | 0.02% | +13,114 | New |
| Arden Trust Co | 13,083 | $2.24M | 0.40% | −2,194−14.4% | Reduced |
| Symmetry Partners, LLC | 13,069 | $2.24M | 0.12% | +2,052+18.6% | Added |
| Canandaigua National Bank & Trust Co | 13,063 | $2.24M | 0.38% | +13,063 | New |
| Shay Capital LLC | 13,000 | $2.23M | 0.92% | +13,000 | New |
| Thrivent Financial for Lutherans | 12,960 | $2.22M | 0.01% | −178−1.4% | Reduced |
| Cantor Fitzgerald, L. P. | 12,963 | $2.22M | 0.05% | −1,659−11.3% | Reduced |
| Winton Group Ltd | 12,583 | $2.16M | 0.13% | −5,829−31.7% | Reduced |
| Walleye Capital LLC | 12,519 | $2.15M | 0.04% | +12,519 | New |
| Azimuth Capital Investment Management LLC | 12,427 | $2.13M | 0.10% | −600−4.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,415 | $2.13M | 1.42% | +421+3.5% | Added |
| Centiva Capital, LP | 12,379 | $2.12M | 0.12% | +7,584+158.2% | Added |
| TD Private Client Wealth LLC | 12,375 | $2.12M | 0.10% | +427+3.6% | Added |
| Icon Wealth Partners, LLC | 12,321 | $2.11M | 0.23% | +12,321 | New |
| Advisory Services Network, LLC | 12,307 | $2.11M | 0.06% | −125−1.0% | Reduced |
| Compass Wealth Management LLC | 12,216 | $2.09M | 0.67% | −450−3.6% | Reduced |
| National Asset Management, Inc. | 12,206 | $2.09M | 0.06% | +636+5.5% | Added |
| Delta Financial Advisors LLC | 12,191 | $2.09M | 1.01% | −118−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,165 | $2.09M | 0.08% | +1,786+17.2% | Added |
| Horizon Investments, LLC | 12,008 | $2.06M | 0.06% | −4,052−25.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,993 | $2.06M | 0.11% | −8,680−42.0% | Reduced |
| Sigma Planning Corp | 11,691 | $2.00M | 0.07% | −658−5.3% | Reduced |
| Exeter Financial, LLC | 11,396 | $1.97M | 0.99% | −368−3.1% | Reduced |
| TownSquare Capital, LLC | 11,440 | $1.96M | 0.04% | −479−4.0% | Reduced |
| Pinnacle Holdings, LLC | 11,392 | $1.95M | 0.90% | −31−0.3% | Reduced |
| Veritable, L.P. | 11,323 | $1.94M | 0.03% | −1,620−12.5% | Reduced |
| La Banque Postale Asset Management SA | 11,172 | $1.91M | 0.05% | −517−4.4% | Reduced |
| White Pine Capital LLC | 11,005 | $1.89M | 0.73% | −401−3.5% | Reduced |
| Nixon Peabody Trust Co | 10,953 | $1.88M | 1.31% | +2,031+22.8% | Added |
| Twin Capital Management Inc | 10,882 | $1.87M | 0.25% | −1,707−13.6% | Reduced |
| New Mexico Educational Retirement Board | 10,878 | $1.86M | 0.09% | −300−2.7% | Reduced |
| BlueCrest Capital Management Ltd | 10,820 | $1.85M | 0.20% | +10,820 | New |
| Wetherby Asset Management Inc | 10,809 | $1.85M | 0.11% | +475+4.6% | Added |
| D.A. Davidson & Co. | 10,791 | $1.85M | 0.02% | −413−3.7% | Reduced |
| Kinneret Advisory, LLC | 10,768 | $1.85M | 0.24% | −578−5.1% | Reduced |
| Inceptionr LLC | 10,710 | $1.84M | 0.59% | +10,710 | New |
| Peddock Capital Advisors, LLC | 10,646 | $1.82M | 0.63% | +420+4.1% | Added |
| Gotham Asset Management, LLC | 10,551 | $1.81M | 0.04% | +5,728+118.8% | Added |
| Evercore Wealth Management, LLC | 10,460 | $1.79M | 0.04% | −11−0.1% | Reduced |
| HB Wealth Management, LLC | 10,452 | $1.79M | 0.03% | +159+1.5% | Added |
| Horiko Capital Management LLC | 10,427 | $1.79M | 1.10% | 00.0% | Unchanged |
| Cohen Lawrence B | 10,387 | $1.78M | 1.20% | +236+2.3% | 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 |
| Baker Tilly Wealth Management, LLC | 10,344 | $1.77M | 0.20% | +289+2.9% | Added |
| Metis Global Partners, LLC | 10,339 | $1.77M | 0.11% | +2,294+28.5% | Added |
| Metropolitan Life Insurance Co | 10,337 | $1.77M | 0.09% | −2,919−22.0% | Reduced |
| Montag A & Associates Inc | 10,266 | $1.76M | 0.12% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,196 | $1.75M | 0.14% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.74M | 0.04% | −7,000−40.8% | Reduced |
| Magnetar Financial LLC | 10,022 | $1.72M | 0.03% | +10,022 | New |
| Segall Bryant & Hamill, LLC | 9,950 | $1.71M | 0.02% | +50+0.5% | Added |
| Arrow Financial Corp | 9,939 | $1.70M | 0.22% | −260−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 9,892 | $1.70M | 0.07% | −500−4.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,882 | $1.69M | 0.12% | −116−1.2% | Reduced |
| Erste Asset Management GmbH | 9,900 | $1.69M | 0.03% | +1,200+13.8% | Added |
| Fifth Third Bancorp | 9,856 | $1.69M | 0.01% | +2,740+38.5% | Added |
| BSW Wealth Partners | 9,813 | $1.68M | 0.34% | −42−0.4% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.67M | 0.19% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,730 | $1.67M | 0.02% | −25,775−72.6% | Reduced |
| South Dakota Investment Council | 9,695 | $1.66M | 0.04% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 9,654 | $1.65M | 0.21% | 00.0% | Unchanged |
| Greenleaf Trust | 9,639 | $1.65M | 0.02% | +42+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,622 | $1.65M | 0.10% | +1,790+22.9% | Added |
| BancorpSouth Bank | 9,563 | $1.64M | 0.15% | −151−1.6% | Reduced |
| Quantinno Capital Management LP | 9,470 | $1.62M | 0.11% | +5,509+139.1% | Added |
| WBH Advisory Inc | 9,422 | $1.62M | 0.20% | +9,422 | New |
| Connolly Sarah T. | 9,396 | $1.61M | 1.02% | +325+3.6% | Added |
| Belpointe Asset Management LLC | 9,383 | $1.61M | 0.09% | −458−4.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,361 | $1.60M | 0.00% | +339+3.8% | Added |
| Sawtooth Solutions, LLC | 9,254 | $1.59M | 0.04% | +3,993+75.9% | Added |
| Bleakley Financial Group, LLC | 9,252 | $1.59M | 0.05% | +615+7.1% | Added |
| NJ State Employees Deferred Compensation Plan | 9,243 | $1.58M | 0.24% | −13,200−58.8% | Reduced |
| Redwood Investment Management, LLC | 9,162 | $1.57M | 0.17% | +9,162 | New |
| Orleans Capital Management Corp | 9,030 | $1.55M | 1.14% | −100−1.1% | Reduced |
| Bokf, NA | 9,007 | $1.54M | 0.03% | −1,572−14.9% | Reduced |
| Old National Bancorp | 8,921 | $1.53M | 0.05% | −103−1.1% | Reduced |
| Advisor OS, LLC | 8,900 | $1.53M | 0.37% | −224−2.5% | Reduced |