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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 8,872 | $1.52M | 0.16% | +5,332+150.6% | Added |
| FOCUS Wealth Advisors, LLC | 8,787 | $1.51M | 0.99% | −86−1.0% | Reduced |
| Granite Investment Partners, LLC | 8,730 | $1.50M | 0.06% | +105+1.2% | Added |
| Community Bank, N.A. | 8,630 | $1.48M | 0.20% | −43−0.5% | Reduced |
| Comerica Securities,inc. | 8,609 | $1.48M | 0.11% | −151−1.7% | Reduced |
| Bailard, Inc. | 8,544 | $1.46M | 0.05% | −22−0.3% | Reduced |
| ISAM Funds (UK) Ltd | 8,515 | $1.46M | 1.86% | +6,075+249.0% | Added |
| Argent Advisors, Inc. | 9,533 | $1.44M | 0.69% | +1,514+18.9% | Added |
| Naples Global Advisors, LLC | 8,415 | $1.44M | 0.18% | −98−1.2% | Reduced |
| Jacobi Capital Management LLC | 8,408 | $1.44M | 0.17% | +253+3.1% | Added |
| Occudo Quantitative Strategies LP | 8,388 | $1.44M | 0.13% | −10,616−55.9% | Reduced |
| Desjardins Global Asset Management Inc. | 8,288 | $1.42M | 0.18% | −323−3.8% | Reduced |
| FRG Family Wealth Advisors LLC | 8,275 | $1.42M | 0.32% | −200−2.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,275 | $1.42M | 0.03% | −289−3.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,230 | $1.41M | 0.11% | −138−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,223 | $1.41M | 0.12% | −282−3.3% | Reduced |
| Benin Management CORP | 8,207 | $1.41M | 0.53% | −117−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,194 | $1.40M | 0.12% | −3,178−27.9% | Reduced |
| Bessemer Group Inc | 8,187 | $1.40M | 0.00% | −432−5.0% | Reduced |
| Blueshift Asset Management, LLC | 8,177 | $1.40M | 0.59% | −324−3.8% | Reduced |
| Nilsine Partners, LLC | 8,170 | $1.40M | 0.22% | +8,170 | New |
| Parallel Advisors, LLC | 8,167 | $1.40M | 0.05% | +99+1.2% | Added |
| Essex Financial Services, Inc. | 8,165 | $1.40M | 0.15% | −5,308−39.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,156 | $1.40M | 0.00% | −141,792−94.6% | Reduced |
| Ancora Advisors, LLC | 8,154 | $1.40M | 0.04% | +42+0.5% | Added |
| Academy Capital Management Inc | 8,132 | $1.39M | 0.30% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 8,124 | $1.39M | 0.15% | −83−1.0% | Reduced |
| Members Capital Advisors Inc | 8,083 | $1.39M | 1.00% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,036 | $1.38M | 0.02% | +30.0% | Added |
| We Are One Seven, LLC | 8,032 | $1.38M | 0.09% | +398+5.2% | Added |
| Colony Group LLC | 8,015 | $1.37M | 0.02% | −2,011−20.1% | Reduced |
| Pensionfund Sabic | 8,000 | $1.37M | 0.48% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 7,996 | $1.37M | 0.26% | +54+0.7% | Added |
| Cetera Investment Advisers | 7,993 | $1.37M | 0.01% | +2,050+34.5% | Added |
| Canvas Wealth Advisors, LLC | 7,563 | $1.36M | 0.57% | −1,607−17.5% | Reduced |
| Ieq Capital, LLC | 7,872 | $1.35M | 0.03% | +814+11.5% | Added |
| Sumitomo Life Insurance Co | 7,871 | $1.35M | 0.11% | −81−1.0% | Reduced |
| Savant Capital, LLC | 7,782 | $1.33M | 0.02% | −89−1.1% | Reduced |
| Moody National Bank Trust Division | 7,759 | $1.33M | 0.11% | −19−0.2% | Reduced |
| GSB Wealth Management, LLC | 7,756 | $1.33M | 0.43% | +159+2.1% | Added |
| SYSTM Wealth Solutions LLC | 7,589 | $1.30M | 0.20% | −6,190−44.9% | Reduced |
| Ergoteles LLC | 7,447 | $1.28M | 0.05% | −53,594−87.8% | Reduced |
| Tevis Investment Management | 7,442 | $1.28M | 1.30% | +95+1.3% | Added |
| Flputnam Investment Management Co | 7,424 | $1.27M | 0.04% | −11,402−60.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,416 | $1.27M | 0.40% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,332 | $1.25M | 0.11% | +7,332 | New |
| David Loasby | 7,281 | $1.25M | 0.14% | +5,977+458.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,265 | $1.25M | 0.03% | −80−1.1% | Reduced |
| Everence Capital Management Inc | 7,233 | $1.24M | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,120 | $1.22M | 0.02% | −12,151−63.1% | Reduced |
| Profund Advisors LLC | 7,111 | $1.22M | 0.08% | −334−4.5% | Reduced |
| Guardian Capital Advisors LP | 6,993 | $1.22M | 0.14% | −265−3.7% | Reduced |
| Venture Visionary Partners LLC | 7,086 | $1.21M | 0.08% | −51−0.7% | Reduced |
| Sawgrass Asset Management LLC | 7,012 | $1.20M | 0.16% | −231−3.2% | Reduced |
| Gifford Fong Associates | 7,000 | $1.20M | 0.32% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,983 | $1.20M | 0.64% | −48−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 6,938 | $1.19M | 0.12% | +150+2.2% | Added |
| Kestra Private Wealth Services, LLC | 6,922 | $1.19M | 0.05% | +2,877+71.1% | Added |
| Vaughan David Investments LLC | 6,915 | $1.19M | 0.04% | +100+1.5% | Added |
| Ontario Teachers Pension Plan Board | 6,908 | $1.18M | 0.01% | −2,742−28.4% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.18M | 0.01% | 00.0% | Unchanged |
| Kula Investments, LLC | 6,807 | $1.17M | 0.29% | +6,807 | New |
| Empirical Finance, LLC | 6,805 | $1.17M | 0.11% | +291+4.5% | Added |
| Tudor Investment Corp Et Al | 6,675 | $1.14M | 0.02% | +6,675 | New |
| Versor Investments LP | 6,582 | $1.13M | 0.15% | +4,988+312.9% | Added |
| Signaturefd, LLC | 6,561 | $1.12M | 0.03% | +202+3.2% | Added |
| Veriti Management LLC | 6,501 | $1.11M | 0.13% | +215+3.4% | Added |
| DFPG Investments, LLC | 6,500 | $1.11M | 0.12% | +3,602+124.3% | Added |
| Founders Financial Securities LLC | 6,452 | $1.11M | 0.16% | +382+6.3% | Added |
| Ballast, Inc. | 6,445 | $1.10M | 0.45% | +133+2.1% | Added |
| Impax Asset Management Group plc | 6,419 | $1.10M | 0.00% | +460+7.7% | Added |
| Silvercrest Asset Management Group LLC | 6,416 | $1.10M | 0.01% | −371−5.5% | Reduced |
| Cubic Asset Management, LLC | 6,396 | $1.10M | 0.31% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,376 | $1.09M | 0.15% | +517+8.8% | Added |
| Nicholas Hoffman & Company, LLC. | 6,262 | $1.07M | 0.10% | −2,079−24.9% | Reduced |
| United Capital Financial Advisers, LLC | 6,210 | $1.06M | 0.01% | −1,377−18.1% | Reduced |
| Bard Financial Services, Inc. | 6,185 | $1.06M | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,150 | $1.05M | 0.21% | −35−0.6% | Reduced |
| Elmwood Wealth Management, Inc. | 6,118 | $1.05M | 0.50% | −21−0.3% | Reduced |
| AXS Investments LLC | 6,117 | $1.05M | 0.35% | +6,117 | New |
| Tocqueville Asset Management L.P. | 6,050 | $1.04M | 0.02% | +100+1.7% | Added |
| Avalon Trust Co | 6,050 | $1.04M | 0.10% | +6,050 | New |
| Northern Financial Advisors Inc | 6,006 | $1.03M | 0.97% | −229−3.7% | Reduced |
| MB, Levis & Associates, LLC | 5,974 | $1.02M | 0.71% | +40+0.7% | Added |
| NewEdge Wealth, LLC | 5,966 | $1.02M | 0.04% | +4,888+453.4% | Added |
| Cetera Advisors LLC | 5,933 | $1.02M | 0.02% | −49−0.8% | Reduced |
| Aureus Asset Management, LLC | 5,930 | $1.02M | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,927 | $1.02M | 0.02% | +2,549+75.5% | Added |
| Roundview Capital LLC | 5,927 | $1.02M | 0.11% | −19−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,777 | $990.0K | 0.03% | +290+5.3% | Added |
| Moors & Cabot, Inc. | 5,757 | $986.8K | 0.07% | +87+1.5% | Added |
| Focus Financial Network, Inc. | 5,751 | $985.7K | 0.06% | −53−0.9% | Reduced |
| Vestcor Inc | 5,605 | $961.0K | 0.04% | −25−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,572 | $955.1K | 0.06% | −592−9.6% | Reduced |
| PEAK6 Investments LLC | 5,557 | $952.5K | 0.06% | +3,497+169.8% | Added |
| Balentine LLC | 5,492 | $941.4K | 0.03% | −2,030−27.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 5,504 | $940.5K | 0.90% | −14−0.3% | Reduced |
| Dakota Wealth Management | 5,400 | $925.6K | 0.06% | +35+0.7% | Added |
| Simplex Trading, LLC | 5,351 | $917.0K | 0.04% | +5,351 | New |
| Fiduciary Trust Co | 5,345 | $916.2K | 0.02% | +284+5.6% | Added |