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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; 1,868 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.

Q2 2023 vs. Q1 2023

How the institutions holding Travelers Companies, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of TRV: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,26981,287+26
Shares190.3M21.4K188.3M−1.90M (−1.0%)
Value$32.3B$3.67M$32.5B+$234.3M (+0.7%)

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (118)

Institutions that held Travelers Companies, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 118 by value.

Institutions new to TRV in Q2 2023
InstitutionSharesValue% of portfolio
Janney Montgomery Scott LLC186,497$32.4M0.11%
Alyeska Investment Group, L.P.168,025$29.2M0.22%
Jupiter Asset Management Ltd133,771$23.2M0.25%
Healthcare of Ontario Pension Plan Trust Fund90,000$15.6M0.07%
Alaska Permanent Fund Corp79,882$13.9M0.27%
Capital Fund Management S.A.71,815$12.5M0.20%
Retirement Systems of Alabama52,495$9.12M0.04%
USS Investment Management Ltd44,258$7.68M0.09%
Point72 Europe (London) LLP36,000$6.25M0.91%
Point72 Middle East FZE35,348$6.14M0.34%
Jacobs Levy Equity Management, Inc26,616$4.62M0.03%
Quadrature Capital Ltd23,066$4.00M0.09%
MML Investors Services, LLC21,927$3.81M0.02%
Dynamic Technology Lab Private Ltd21,087$3.66M0.46%
Aquatic Capital Management LLC20,100$3.49M0.19%
Teza Capital Management LLC16,993$2.95M0.48%
Banque Pictet & Cie SA13,661$2.37M0.02%
Twinbeech Capital LP13,527$2.35M0.05%
Cipher Capital LP13,028$2.26M0.39%
Bayesian Capital Management, LP12,653$2.20M0.24%
Accurate Wealth Management, LLC12,611$2.09M0.65%
Tower Bridge Advisors10,710$1.86M0.17%
Accredited Investors Inc.8,226$1.43M0.10%
CoreCap Advisors, LLC8,204$1.42M0.10%
Y-Intercept (Hong Kong) Ltd7,939$1.38M0.15%
Engineers Gate Manager LP7,317$1.27M0.05%
Empowered Funds, LLC6,975$1.21M0.04%
EA Series Trust6,975$1.21M0.04%
Beacon Investment Advisory Services, Inc.6,347$1.10M0.05%
Quantitative Investment Management, LLC5,523$959.0K0.09%
Union Savings Bank5,503$949.8K0.57%
Crestline Management, LP5,000$868.3K0.09%
Fox Run Management, L.L.C.4,910$852.7K0.24%
Continuum Advisory, LLC4,807$834.8K0.13%
Empirical Asset Management, LLC4,323$750.7K0.66%
Qsemble Capital Management, LP3,900$677.3K0.48%
Boston Financial Mangement LLC3,819$663.2K0.02%
McElhenny Sheffield Capital Management, LLC3,574$620.7K0.27%
iA Global Asset Management Inc.3,381$587.0K0.02%
Echo Street Capital Management LLC3,295$572.2K0.00%
Bridgefront Capital, LLC3,182$552.6K0.30%
Graham Capital Management, L.P.3,096$537.7K0.02%
Neo Ivy Capital Management2,814$489.0K0.26%
Invesco, LLC2,478$430.3K0.21%
Wright Investors Service Inc2,214$384.5K0.11%
Red Door Wealth Management, LLC2,159$374.9K0.08%
1620 Investment Advisors, Inc.2,088$362.6K0.41%
Keystone Financial Group2,086$362.3K0.06%
Benedetti & Gucer, Inc.2,053$357.0K0.18%
Wakefield Asset Management LLLP2,010$349.1K0.14%
GTS Securities LLC1,880$326.5K0.01%
Nwam LLC1,867$324.4K0.03%
Lakeview Capital Partners, LLC1,809$314.1K0.06%
UniSuper Management Pty Ltd1,700$295.2K0.00%
Pearl River Capital, LLC1,685$292.6K0.05%
Intrua Financial, LLC1,662$288.6K0.05%
Humankind Investments LLC1,659$288.1K0.11%
StoneX Group Inc.1,625$282.2K0.03%
Arete Wealth Advisors, LLC1,577$274.0K0.02%
Jump Financial, LLC1,571$272.8K0.01%
Eudaimonia Partners, LLC1,564$271.6K0.06%
PrairieView Partners, LLC1,550$269.0K0.04%
CX Institutional1,514$262.9K0.01%
Insigneo Advisory Services, LLC1,503$261.0K0.05%
Fiera Capital Corp1,501$260.7K0.00%
Daymark Wealth Partners, LLC1,482$257.4K0.02%
Fairhaven Wealth Management, LLC1,444$250.8K0.10%
Advisory Research Inc1,429$248.2K0.03%
Nations Financial Group Inc,1,351$234.6K0.02%
Mather Group, LLC.1,308$227.1K0.00%
First Foundation Advisors1,296$225.1K0.01%
Hilltop Holdings Inc.1,264$219.5K0.03%
PFG Advisors1,233$214.1K0.02%
Wealthcare Advisory Partners LLC1,229$213.5K0.01%
Jackson Creek Investment Advisors LLC1,228$213.0K0.09%
C M Bidwell & Associates Ltd1,225$212.7K0.16%
Intercontinental Wealth Advisors, LLC1,174$203.9K0.05%
Apella Capital, LLC1,169$203.0K0.01%
Capital Investment Advisors, LLC1,168$202.8K0.01%
Jarislowsky, Fraser Ltd1,165$202.3K0.00%
Wealthspan Partners, LLC1,163$202.0K0.16%
Winning Points Advisors, LLC1,056$201.2K0.31%
Kapitalo Investimentos Ltda1,017$176.6K0.03%
St Germain D J Co Inc954$165.7K0.01%
Fairfield, Bush & Co.876$152.1K0.04%
West Tower Group, LLC603$104.7K0.07%
Clear Street Markets LLC590$102.0K0.04%
CGC Financial Services, LLC536$93.1K0.06%
O'Dell Group, LLC508$88.2K0.03%
Old Point Trust & Financial Services N A420$72.9K0.03%
Fiduciary Alliance LLC412$71.5K0.02%
Harvest Fund Management Co., Ltd301$52.0K0.01%
Tyler-Stone Wealth Management264$46.0K0.03%
Safeguard Financial, LLC265$46.0K0.02%
Godsey & Gibb Associates250$43.4K0.00%
Spotlight Asset Group, Inc.216$37.5K0.03%
Glass Jacobson Investment Advisors llc205$35.6K0.02%
Johnson Financial Group, Inc.200$34.7K0.00%
Nemes Rush Group LLC172$29.9K0.01%
RFP Financial Group LLC169$29.3K0.01%

Sold out (92)

Institutions that held Travelers Companies, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of TRV in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Viking Global Investors LPSuperinvestorViking Global Investors378,345$64.9M
Brookfield Asset Management Inc.204,408$35.0M
Cookson Peirce & Co Inc187,073$32.1M
First Republic Investment Management, Inc.143,288$24.6M
Marathon Asset Mgmt Ltd131,074$22.5M
Element Capital Management LLC75,689$13.0M
Leuthold Group, LLC41,352$7.09M
Contravisory Investment Management, Inc.38,408$6.58M
tru Independence LLC32,017$5.49M
Catalyst Capital Advisors LLC24,300$4.17M
Arjuna Capital18,579$3.18M
L2 Asset Management, LLC18,530$3.18M
Mount Lucas Management LP14,692$2.52M
Schonfeld Strategic Advisors LLC13,114$2.25M
Walleye Capital LLC12,519$2.15M
La Banque Postale Asset Management SA11,172$1.91M
BlueCrest Capital Management Ltd10,820$1.85M
Inceptionr LLC10,710$1.84M
Redwood Investment Management, LLC9,162$1.57M
Granite Investment Partners, LLC8,730$1.50M
Occudo Quantitative Strategies LP8,388$1.44M
Financial Advisory Service, Inc.8,124$1.39M
SYSTM Wealth Solutions LLC7,589$1.30M
Simplex Trading, LLC5,351$917.0K
M Holdings Securities, Inc.4,855$832.0K
Virtus ETF Advisers LLC4,762$816.3K
Lombard Odier Asset Management (Switzerland) SA3,780$647.9K
Seven Eight Capital, LP3,673$629.6K
Verity & Verity, LLC3,615$619.6K
Industrial Alliance Investment Management Inc.3,485$597.0K
Legacy Capital Wealth Partners, LLC3,314$568.1K
Quantamental Technologies LLC2,969$508.9K
Axq Capital, LP2,800$479.9K
True North Advisors, LLC2,696$462.1K
Acrisure Capital Management, LLC2,602$446.0K
IFG Advisory, LLC2,579$442.2K
Legacy Capital Group California, Inc.2,573$441.0K
Jeppson Wealth Management, LLC2,490$426.8K
Campbell & CO Investment Adviser LLC2,476$424.4K
MQS Management LLC2,463$422.2K
Salvus Wealth Management, LLC2,269$388.9K
Interchange Capital Partners, LLC2,175$372.8K
Ridgecrest Wealth Partners, LLC2,065$354.0K
Defined Wealth Management, LLC1,954$334.9K
Sowell Financial Services LLC1,712$293.0K
Sender Co & Partners, Inc.1,708$292.8K
RWM Asset Management, LLC1,705$292.3K
Avidian Wealth Solutions, LLC1,664$285.3K
One River Asset Management, LLC1,589$271.4K
D'Orazio & Associates, Inc.1,553$266.2K
NinePointTwo Capital1,524$261.0K
Knightsbridge Asset Management, LLC1,500$257.0K
Marino, Stram & Associates LLC1,483$254.2K
Krilogy Financial LLC1,467$251.5K
Bryn Mawr Trust Co1,452$249.0K
Stevens Capital Management LP1,419$243.0K
Bank Julius Baer & Co. Ltd, Zurich1,366$234.0K
Rehmann Capital Advisory Group1,322$226.7K
Paragon Capital Management Ltd1,311$224.7K
Slocum, Gordon & Co LLP1,250$214.3K
AIA Group Ltd1,228$210.5K
Sonora Investment Management Group, LLC1,202$206.0K
Quantbot Technologies LP1,200$205.7K
Fayez Sarofim & Co1,198$205.3K
Laurion Capital Management LP1,187$203.5K
Pointe Capital Management LLC1,100$188.6K
Ellevest, Inc.950$162.8K
Sageworth Trust Co895$153.4K
Psagot Value Holdings Ltd. / (Israel)900$152.0K
AlphaCentric Advisors LLC720$123.4K
Ameritas Advisory Services, LLC654$114.0K
Jackson, Grant Investment Advisers, Inc.607$104.1K
Dark Forest Capital Management LP529$90.7K
Carderock Capital Management Inc375$64.3K
Old North State Trust, LLC258$44.0K
Altshuler Shaham Ltd233$39.9K
Accel Wealth Management207$35.4K
Marshall Wace, LLP200$34.3K
FNY Investment Advisers, LLC182$31.0K
US Asset Management LLC155$27.0K
Silicon Valley Capital Partners116$19.8K
Arcadia Investment Management Corp74$12.7K
Schubert & Co70$12.0K
Horan Securities, Inc.33$5.57K
Cary Street Partners Asset Management LLC32$5.49K
Parallax Volatility Advisers, L.P.30$5.14K
Syverson Strege & Co30$5.14K
Milestone Investment Advisors LLC23$3.94K
Gables Capital Management Inc.20$3.43K
25 LLC3$548
Mach-1 Financial Group, Inc.1,632$280
Emfo, LLC1$172

Not filed for Q2 2023 yet (8)

Institutions that held Travelers Companies, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Investment Management of Virginia LLC7,996$1.37M
Kula Investments, LLC6,807$1.17M
HNP Capital LLC4,225$724.2K
Stillwater Investment Management, LLC1,842$315.7K
Ahrens Investment Partners LLC261$44.8K
Baldrige Asset Management LLC204$35.0K
Clear Perspectives Financial Planning, LLC70$12.0K
Householder Group Estate & Retirement Specialist, LLC1$0