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, Q2 2023
Institutional positions in Travelers Companies, Inc. as of Jun 30, 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
- 1,288
- +26 vs. Q1 2023
- Shares held
- 188.3M
- −1.90M (−1.0%) vs. Q1 2023
- Total value
- $32.5B
- +$234.4M (+0.7%) vs. Q1 2023
- New holders
- 118
- 463 more added
- Sold out
- 92
- 461 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 16,394 | $2.85M | 0.11% | −3,292−16.7% | Reduced |
| Principle Wealth Partners LLC | 16,471 | $2.86M | 0.29% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,505 | $2.87M | 0.33% | −121−0.7% | Reduced |
| Argent Trust Co | 16,759 | $2.91M | 0.16% | +3,113+22.8% | Added |
| Miracle Mile Advisors, LLC | 16,813 | $2.92M | 0.09% | −874−4.9% | Reduced |
| Osborne Partners Capital Management, LLC | 16,833 | $2.92M | 0.21% | 00.0% | Unchanged |
| Teza Capital Management LLC | 16,993 | $2.95M | 0.48% | +16,993 | New |
| Fulton Bank, N.A. | 16,998 | $2.95M | 0.14% | +1,902+12.6% | Added |
| Applied Capital LLC | 17,011 | $2.95M | 2.80% | −70.0% | Reduced |
| Moran Wealth Management, LLC | 17,071 | $2.96M | 0.11% | −1,211−6.6% | Reduced |
| CIBC Private Wealth Group, LLC | 17,095 | $2.97M | 0.01% | −545−3.1% | Reduced |
| Toroso Investments, LLC | 17,161 | $2.98M | 0.09% | +2,789+19.4% | Added |
| Investment Management Corp of Ontario | 17,166 | $2.98M | 0.13% | +1,013+6.3% | Added |
| Westpac Banking Corp | 17,234 | $2.99M | 0.21% | −140−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 17,264 | $3.00M | 0.01% | +3,763+27.9% | Added |
| Slow Capital, Inc. | 17,274 | $3.00M | 0.52% | −387−2.2% | Reduced |
| Maryland State Retirement & Pension System | 17,605 | $3.06M | 0.06% | −776−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 17,826 | $3.09M | 0.07% | −4,273−19.3% | Reduced |
| Stephens Inc | 17,879 | $3.10M | 0.06% | −686−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 18,029 | $3.13M | 0.04% | −26,325−59.4% | Reduced |
| Magnetar Financial LLC | 18,070 | $3.14M | 0.07% | +8,048+80.3% | Added |
| Atria Investments LLC | 18,259 | $3.17M | 0.06% | +1,435+8.5% | Added |
| Exchange Traded Concepts, LLC | 18,379 | $3.19M | 0.08% | +14,880+425.3% | Added |
| Kentucky Retirement Systems | 18,571 | $3.23M | 0.11% | +299+1.6% | Added |
| Advisor Partners II, LLC | 18,740 | $3.25M | 0.15% | +4,135+28.3% | Added |
| Raymond James Trust N.A. | 19,007 | $3.30M | 0.10% | +59+0.3% | Added |
| Elo Mutual Pension Insurance Co | 19,007 | $3.30M | 0.10% | +295+1.6% | Added |
| Securian Asset Management, Inc | 19,039 | $3.31M | 0.08% | −359−1.9% | Reduced |
| Meridian Investment Counsel Inc. | 19,401 | $3.37M | 1.20% | +1,045+5.7% | Added |
| Peapack Gladstone Financial Corp | 19,744 | $3.43M | 0.06% | +12,624+177.3% | Added |
| FIL Ltd | 20,039 | $3.48M | 0.00% | −3,671−15.5% | Reduced |
| Aquatic Capital Management LLC | 20,100 | $3.49M | 0.19% | +20,100 | New |
| Agf Management Ltd | 20,115 | $3.49M | 0.03% | +1,048+5.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.49M | 2.84% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.50M | 0.83% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 20,475 | $3.56M | 0.20% | +4,601+29.0% | Added |
| Commerzbank Aktiengesellschaft | 20,500 | $3.56M | 0.17% | −1,010−4.7% | Reduced |
| Culbertson A N & Co Inc | 20,631 | $3.58M | 0.69% | −100.0% | Reduced |
| SG Americas Securities, LLC | 20,705 | $3.60M | 0.03% | +10,975+112.8% | Added |
| Jefferies Financial Group Inc. | 20,738 | $3.60M | 0.08% | +15,539+298.9% | Added |
| Cullinan Associates Inc | 20,750 | $3.60M | 0.20% | +700+3.5% | Added |
| Pinnacle Associates Ltd | 20,752 | $3.60M | 0.06% | +6,881+49.6% | Added |
| British Columbia Investment Management Corp | 20,867 | $3.62M | 0.03% | −60.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,871 | $3.62M | 0.35% | −1,244−5.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,958 | $3.64M | 0.04% | −1,260−5.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,028 | $3.65M | 0.01% | +11,667+124.6% | Added |
| Dynamic Technology Lab Private Ltd | 21,087 | $3.66M | 0.46% | +21,087 | New |
| Ferguson Wellman Capital Management, Inc | 21,254 | $3.69M | 0.09% | −274−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,863 | $3.80M | 0.01% | +4,398+25.2% | Added |
| MML Investors Services, LLC | 21,927 | $3.81M | 0.02% | +21,927 | New |
| Pathstone Family Office, LLC | 21,842 | $3.81M | 0.05% | −725−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,061 | $3.83M | 0.13% | −60.0% | Reduced |
| Bank of Nova Scotia | 22,313 | $3.87M | 0.01% | +971+4.5% | Added |
| Meyer Handelman Co | 22,450 | $3.90M | 0.16% | −5,000−18.2% | Reduced |
| Citizens Business Bank | 22,482 | $3.90M | 0.87% | +107+0.5% | Added |
| J. W. Coons Advisors, LLC | 22,550 | $3.92M | 1.07% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 22,834 | $3.97M | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 22,914 | $3.98M | 0.12% | +8,680+61.0% | Added |
| Chemung Canal Trust Co | 22,997 | $3.99M | 0.86% | −221−1.0% | Reduced |
| Quadrature Capital Ltd | 23,066 | $4.00M | 0.09% | +23,066 | New |
| Foster & Motley Inc | 23,174 | $4.02M | 0.31% | +40.0% | Added |
| Patton Albertson Miller Group, LLC | 23,221 | $4.03M | 0.78% | −51−0.2% | Reduced |
| JustInvest LLC | 23,323 | $4.05M | 0.12% | +1,207+5.5% | Added |
| Gulf International Bank (UK) Ltd | 23,347 | $4.05M | 0.10% | −7,497−24.3% | Reduced |
| Ethic Inc. | 23,388 | $4.06M | 0.15% | −1,278−5.2% | Reduced |
| Bristlecone Advisors, LLC | 23,471 | $4.08M | 0.41% | −514−2.1% | Reduced |
| HM Payson & Co | 23,724 | $4.12M | 0.09% | −823−3.4% | Reduced |
| Private Advisor Group, LLC | 24,153 | $4.18M | 0.04% | +186+0.8% | Added |
| Candriam Luxembourg S.C.A. | 24,307 | $4.22M | 0.03% | −13,635−35.9% | Reduced |
| KCM Investment Advisors LLC | 24,610 | $4.27M | 0.17% | −771−3.0% | Reduced |
| Commerce Bank | 24,829 | $4.31M | 0.03% | −72−0.3% | Reduced |
| Monte Financial Group, LLC | 24,898 | $4.32M | 2.11% | +644+2.7% | Added |
| Caisse de Depot Et Placement du Quebec | 24,926 | $4.33M | 0.01% | +16,770+205.6% | Added |
| Hallmark Capital Management Inc | 24,993 | $4.34M | 0.39% | −1,426−5.4% | Reduced |
| New Vernon Investment Management LLC | 25,584 | $4.44M | 7.20% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 25,963 | $4.51M | 0.51% | −515−1.9% | Reduced |
| Cetera Advisor Networks LLC | 26,088 | $4.53M | 0.03% | +939+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 26,141 | $4.54M | 0.01% | −57−0.2% | Reduced |
| Nissay Asset Management Corp | 26,343 | $4.57M | 0.04% | −1,150−4.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,616 | $4.62M | 0.03% | +26,616 | New |
| Sawyer & Company, Inc | 26,625 | $4.62M | 2.11% | −488−1.8% | Reduced |
| Cresset Asset Management, LLC | 26,802 | $4.65M | 0.03% | +23,973+847.4% | Added |
| Trexquant Investment LP | 27,119 | $4.71M | 0.12% | −7,017−20.6% | Reduced |
| Shell Asset Management Co | 27,234 | $4.73M | 0.19% | −871−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,245 | $4.73M | 0.02% | −15−0.1% | Reduced |
| Czech National Bank | 27,343 | $4.75M | 0.11% | +118+0.4% | Added |
| BerganKDV Wealth Management, LLC | 27,361 | $4.75M | 0.48% | +734+2.8% | Added |
| Freestone Capital Holdings, LLC | 27,621 | $4.80M | 0.19% | −113−0.4% | Reduced |
| Palisade Asset Management, LLC | 27,838 | $4.83M | 0.56% | +362+1.3% | Added |
| Xponance, Inc. | 28,043 | $4.87M | 0.06% | −273−1.0% | Reduced |
| Kestra Advisory Services, LLC | 28,087 | $4.88M | 0.05% | +7,085+33.7% | Added |
| Hyman Charles D | 28,144 | $4.89M | 0.31% | −215−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 28,237 | $4.90M | 0.16% | −4,441−13.6% | Reduced |
| Northwest Bancshares, Inc. | 28,247 | $4.91M | 0.89% | +1,858+7.0% | Added |
| KWMG, LLC | 28,252 | $4.91M | 0.61% | +1,250+4.6% | Added |
| First National Trust Co | 28,958 | $5.03M | 0.23% | −167−0.6% | Reduced |
| Acadian Asset Management LLC | 29,491 | $5.12M | 0.02% | −265,147−90.0% | Reduced |
| Olstein Capital Management, L.P. | 30,000 | $5.21M | 0.84% | +1,500+5.3% | Added |
| Koshinski Asset Management, Inc. | 30,183 | $5.24M | 0.56% | −1,612−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,416 | $5.28M | 0.08% | +1,276+4.4% | Added |