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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 9,300 | $1.62M | 0.19% | −639−6.4% | Reduced |
| WBH Advisory Inc | 9,319 | $1.62M | 0.19% | −103−1.1% | Reduced |
| Connolly Sarah T. | 9,397 | $1.63M | 0.99% | +10.0% | Added |
| BancorpSouth Bank | 9,486 | $1.65M | 0.14% | −77−0.8% | Reduced |
| Greenleaf Trust | 9,498 | $1.65M | 0.02% | −141−1.5% | Reduced |
| Exeter Financial, LLC | 9,686 | $1.67M | 0.86% | −1,710−15.0% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.69M | 0.18% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 9,900 | $1.69M | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,780 | $1.70M | 0.11% | −102−1.0% | Reduced |
| Symmetry Partners, LLC | 9,887 | $1.72M | 0.09% | −3,182−24.3% | Reduced |
| Bessemer Group Inc | 9,938 | $1.73M | 0.00% | +1,751+21.4% | Added |
| Metropolitan Life Insurance Co | 10,066 | $1.75M | 0.09% | −271−2.6% | Reduced |
| Sawtooth Solutions, LLC | 10,097 | $1.75M | 0.05% | +843+9.1% | Added |
| Bleakley Financial Group, LLC | 10,098 | $1.75M | 0.05% | +846+9.1% | Added |
| Segall Bryant & Hamill, LLC | 10,101 | $1.75M | 0.02% | +151+1.5% | Added |
| Ontario Teachers Pension Plan Board | 10,113 | $1.76M | 0.02% | +3,205+46.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.76M | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,196 | $1.77M | 0.14% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,266 | $1.78M | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,287 | $1.79M | 0.10% | −522−4.8% | Reduced |
| Cetera Investment Advisers | 10,377 | $1.80M | 0.02% | +2,384+29.8% | Added |
| Cohen Lawrence B | 10,567 | $1.84M | 1.18% | +180+1.7% | Added |
| HB Wealth Management, LLC | 10,583 | $1.84M | 0.03% | +131+1.3% | Added |
| Blueshift Asset Management, LLC | 10,621 | $1.84M | 0.70% | +2,444+29.9% | Added |
| E. Ohman J:or Asset Management AB | 10,692 | $1.86M | 0.07% | +800+8.1% | Added |
| Sigma Planning Corp | 10,697 | $1.86M | 0.07% | −994−8.5% | Reduced |
| Tower Bridge Advisors | 10,710 | $1.86M | 0.17% | +10,710 | New |
| Metis Global Partners, LLC | 10,724 | $1.86M | 0.10% | +385+3.7% | Added |
| Peddock Capital Advisors, LLC | 10,743 | $1.87M | 0.61% | +97+0.9% | Added |
| White Pine Capital LLC | 10,759 | $1.87M | 0.70% | −246−2.2% | Reduced |
| D.A. Davidson & Co. | 10,763 | $1.87M | 0.02% | −28−0.3% | Reduced |
| Kinneret Advisory, LLC | 10,768 | $1.87M | 0.22% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,984 | $1.91M | 0.01% | +1,128+11.4% | Added |
| Shay Capital LLC | 11,000 | $1.91M | 0.67% | −2,000−15.4% | Reduced |
| Unigestion Holding SA | 11,178 | $1.91M | 0.11% | −14,574−56.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,052 | $1.92M | 0.20% | +708+6.8% | Added |
| New Mexico Educational Retirement Board | 11,178 | $1.94M | 0.09% | +300+2.8% | Added |
| Evercore Wealth Management, LLC | 11,252 | $1.95M | 0.04% | +792+7.6% | Added |
| Veritable, L.P. | 11,263 | $1.96M | 0.03% | −60−0.5% | Reduced |
| Pinnacle Holdings, LLC | 11,321 | $1.97M | 0.88% | −71−0.6% | Reduced |
| Twin Capital Management Inc | 11,372 | $1.97M | 0.26% | +490+4.5% | Added |
| Edgestream Partners, L.P. | 11,539 | $2.00M | 0.18% | +10,326+851.3% | Added |
| Tudor Investment Corp Et Al | 11,542 | $2.00M | 0.03% | +4,867+72.9% | Added |
| Thrivent Financial for Lutherans | 11,545 | $2.00M | 0.00% | −1,415−10.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,605 | $2.02M | 0.10% | −388−3.2% | Reduced |
| Levin Capital Strategies, L.P. | 11,652 | $2.02M | 0.23% | +1,998+20.7% | Added |
| 1832 Asset Management L.P. | 11,879 | $2.06M | 0.00% | −8,835−42.7% | Reduced |
| Compass Wealth Management LLC | 12,016 | $2.09M | 0.63% | −200−1.6% | Reduced |
| Delta Financial Advisors LLC | 12,026 | $2.09M | 0.92% | −165−1.4% | Reduced |
| Accurate Wealth Management, LLC | 12,611 | $2.09M | 0.65% | +12,611 | New |
| Horizon Investments, LLC | 12,053 | $2.09M | 0.06% | +45+0.4% | Added |
| Advisory Services Network, LLC | 12,177 | $2.11M | 0.06% | −130−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,280 | $2.13M | 1.38% | −135−1.1% | Reduced |
| National Asset Management, Inc. | 12,372 | $2.15M | 0.05% | +166+1.4% | Added |
| Azimuth Capital Investment Management LLC | 12,427 | $2.16M | 0.10% | 00.0% | Unchanged |
| EHP Funds Inc. | 12,460 | $2.16M | 0.61% | −7,350−37.1% | Reduced |
| Bayesian Capital Management, LP | 12,653 | $2.20M | 0.24% | +12,653 | New |
| Eagle Rock Investment Company, LLC | 13,069 | $2.20M | 0.47% | −275−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,931 | $2.25M | 0.13% | +3,309+34.4% | Added |
| Canandaigua National Bank & Trust Co | 12,993 | $2.26M | 0.37% | −70−0.5% | Reduced |
| Cipher Capital LP | 13,028 | $2.26M | 0.39% | +13,028 | New |
| GWM Advisors LLC | 13,134 | $2.28M | 0.03% | −720−5.2% | Reduced |
| NEIRG Wealth Management, LLC | 13,172 | $2.29M | 0.42% | −2,027−13.3% | Reduced |
| Garner Asset Management Corp | 13,188 | $2.29M | 1.33% | −4,296−24.6% | Reduced |
| Acropolis Investment Management, LLC | 13,307 | $2.31M | 0.18% | −249−1.8% | Reduced |
| Twinbeech Capital LP | 13,527 | $2.35M | 0.05% | +13,527 | New |
| Rossmore Private Capital | 13,620 | $2.37M | 0.35% | −39−0.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,626 | $2.37M | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 13,648 | $2.37M | 0.09% | +1,483+12.2% | Added |
| Banque Pictet & Cie SA | 13,661 | $2.37M | 0.02% | +13,661 | New |
| Pinnacle Financial Partners Inc | 13,725 | $2.38M | 0.06% | +115+0.8% | Added |
| FORA Capital, LLC | 13,848 | $2.40M | 0.34% | −3,381−19.6% | Reduced |
| Avantax Advisory Services, Inc. | 14,277 | $2.48M | 0.03% | +798+5.9% | Added |
| Louisiana State Employees Retirement System | 14,300 | $2.48M | 0.05% | −700−4.7% | Reduced |
| Gotham Asset Management, LLC | 14,310 | $2.49M | 0.05% | +3,759+35.6% | Added |
| MAI Capital Management | 14,311 | $2.49M | 0.04% | +666+4.9% | Added |
| Penobscot Investment Management Company, Inc. | 14,387 | $2.50M | 0.41% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 14,409 | $2.50M | 0.01% | −137−0.9% | Reduced |
| Prudential PLC | 14,436 | $2.51M | 0.03% | −2,166−13.0% | Reduced |
| Stonegate Investment Group, LLC | 14,506 | $2.52M | 0.09% | −296−2.0% | Reduced |
| Kingsview Wealth Management, LLC | 14,586 | $2.53M | 0.10% | +11,777+419.3% | Added |
| Liberty One Investment Management, LLC | 14,655 | $2.54M | 0.33% | +562+4.0% | Added |
| Icon Wealth Partners, LLC | 14,683 | $2.55M | 0.27% | +2,362+19.2% | Added |
| TownSquare Capital, LLC | 14,760 | $2.56M | 0.05% | +3,320+29.0% | Added |
| Ostrum Asset Management | 14,797 | $2.57M | 0.22% | +45+0.3% | Added |
| Unison Advisors LLC | 14,809 | $2.57M | 0.29% | +78+0.5% | Added |
| Wunderlich Capital Managemnt | 14,817 | $2.57M | 1.26% | −111−0.7% | Reduced |
| Empire Financial Management Company, LLC | 14,857 | $2.58M | 1.03% | +110+0.7% | Added |
| BDO Wealth Advisors, LLC | 14,868 | $2.58M | 0.30% | +219+1.5% | Added |
| Advisors Asset Management, Inc. | 14,907 | $2.59M | 0.05% | +10,399+230.7% | Added |
| Wellington Management Group LLP | 15,187 | $2.64M | 0.00% | −891−5.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,307 | $2.65M | 0.26% | −249−1.6% | Reduced |
| Lee Danner & Bass Inc | 15,583 | $2.71M | 0.23% | −86−0.5% | Reduced |
| Lincoln Capital LLC | 15,609 | $2.71M | 0.70% | −20.0% | Reduced |
| Oppenheimer & Co Inc | 15,617 | $2.71M | 0.05% | −232−1.5% | Reduced |
| Somerset Group LLC | 15,762 | $2.74M | 2.29% | 00.0% | Unchanged |
| Romano Brothers and Company | 15,776 | $2.74M | 0.41% | 00.0% | Unchanged |
| 1st Source Bank | 15,837 | $2.75M | 0.18% | −220−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 16,044 | $2.79M | 0.05% | −1,107−6.5% | Reduced |
| Wealthfront Advisers LLC | 16,151 | $2.80M | 0.01% | −3,154−16.3% | Reduced |