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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 27,621 | $4.80M | 0.19% | −113−0.4% | Reduced |
| BerganKDV Wealth Management, LLC | 27,361 | $4.75M | 0.48% | +734+2.8% | Added |
| Czech National Bank | 27,343 | $4.75M | 0.11% | +118+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,245 | $4.73M | 0.02% | −15−0.1% | Reduced |
| Shell Asset Management Co | 27,234 | $4.73M | 0.19% | −871−3.1% | Reduced |
| Trexquant Investment LP | 27,119 | $4.71M | 0.12% | −7,017−20.6% | Reduced |
| Cresset Asset Management, LLC | 26,802 | $4.65M | 0.03% | +23,973+847.4% | Added |
| Sawyer & Company, Inc | 26,625 | $4.62M | 2.11% | −488−1.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,616 | $4.62M | 0.03% | +26,616 | New |
| Nissay Asset Management Corp | 26,343 | $4.57M | 0.04% | −1,150−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,141 | $4.54M | 0.01% | −57−0.2% | Reduced |
| Cetera Advisor Networks LLC | 26,088 | $4.53M | 0.03% | +939+3.7% | Added |
| Berger Financial Group, Inc | 25,963 | $4.51M | 0.51% | −515−1.9% | Reduced |
| New Vernon Investment Management LLC | 25,584 | $4.44M | 7.20% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 24,993 | $4.34M | 0.39% | −1,426−5.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 24,926 | $4.33M | 0.01% | +16,770+205.6% | Added |
| Monte Financial Group, LLC | 24,898 | $4.32M | 2.11% | +644+2.7% | Added |
| Commerce Bank | 24,829 | $4.31M | 0.03% | −72−0.3% | Reduced |
| KCM Investment Advisors LLC | 24,610 | $4.27M | 0.17% | −771−3.0% | Reduced |
| Candriam Luxembourg S.C.A. | 24,307 | $4.22M | 0.03% | −13,635−35.9% | Reduced |
| Private Advisor Group, LLC | 24,153 | $4.18M | 0.04% | +186+0.8% | Added |
| HM Payson & Co | 23,724 | $4.12M | 0.09% | −823−3.4% | Reduced |
| Bristlecone Advisors, LLC | 23,471 | $4.08M | 0.41% | −514−2.1% | Reduced |
| Ethic Inc. | 23,388 | $4.06M | 0.15% | −1,278−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 23,347 | $4.05M | 0.10% | −7,497−24.3% | Reduced |
| JustInvest LLC | 23,323 | $4.05M | 0.12% | +1,207+5.5% | Added |
| Patton Albertson Miller Group, LLC | 23,221 | $4.03M | 0.78% | −51−0.2% | Reduced |
| Foster & Motley Inc | 23,174 | $4.02M | 0.31% | +40.0% | Added |
| Quadrature Capital Ltd | 23,066 | $4.00M | 0.09% | +23,066 | New |
| Chemung Canal Trust Co | 22,997 | $3.99M | 0.86% | −221−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 22,914 | $3.98M | 0.12% | +8,680+61.0% | Added |
| Railway Pension Investments Ltd | 22,834 | $3.97M | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 22,550 | $3.92M | 1.07% | 00.0% | Unchanged |
| Citizens Business Bank | 22,482 | $3.90M | 0.87% | +107+0.5% | Added |
| Meyer Handelman Co | 22,450 | $3.90M | 0.16% | −5,000−18.2% | Reduced |
| Bank of Nova Scotia | 22,313 | $3.87M | 0.01% | +971+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 22,061 | $3.83M | 0.13% | −60.0% | Reduced |
| Pathstone Family Office, LLC | 21,842 | $3.81M | 0.05% | −725−3.2% | Reduced |
| MML Investors Services, LLC | 21,927 | $3.81M | 0.02% | +21,927 | New |
| Allspring Global Investments Holdings, LLC | 21,863 | $3.80M | 0.01% | +4,398+25.2% | Added |
| Ferguson Wellman Capital Management, Inc | 21,254 | $3.69M | 0.09% | −274−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,087 | $3.66M | 0.46% | +21,087 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,028 | $3.65M | 0.01% | +11,667+124.6% | Added |
| Teachers Retirement System of the State of Kentucky | 20,958 | $3.64M | 0.04% | −1,260−5.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,871 | $3.62M | 0.35% | −1,244−5.6% | Reduced |
| British Columbia Investment Management Corp | 20,867 | $3.62M | 0.03% | −60.0% | Reduced |
| Pinnacle Associates Ltd | 20,752 | $3.60M | 0.06% | +6,881+49.6% | Added |
| Cullinan Associates Inc | 20,750 | $3.60M | 0.20% | +700+3.5% | Added |
| Jefferies Financial Group Inc. | 20,738 | $3.60M | 0.08% | +15,539+298.9% | Added |
| SG Americas Securities, LLC | 20,705 | $3.60M | 0.03% | +10,975+112.8% | Added |
| Culbertson A N & Co Inc | 20,631 | $3.58M | 0.69% | −100.0% | Reduced |
| Commerzbank Aktiengesellschaft | 20,500 | $3.56M | 0.17% | −1,010−4.7% | Reduced |
| FDx Advisors, Inc. | 20,475 | $3.56M | 0.20% | +4,601+29.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.50M | 0.83% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.49M | 2.84% | 00.0% | Unchanged |
| Agf Management Ltd | 20,115 | $3.49M | 0.03% | +1,048+5.5% | Added |
| Aquatic Capital Management LLC | 20,100 | $3.49M | 0.19% | +20,100 | New |
| FIL Ltd | 20,039 | $3.48M | 0.00% | −3,671−15.5% | Reduced |
| Peapack Gladstone Financial Corp | 19,744 | $3.43M | 0.06% | +12,624+177.3% | Added |
| Meridian Investment Counsel Inc. | 19,401 | $3.37M | 1.20% | +1,045+5.7% | Added |
| Securian Asset Management, Inc | 19,039 | $3.31M | 0.08% | −359−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 19,007 | $3.30M | 0.10% | +295+1.6% | Added |
| Raymond James Trust N.A. | 19,007 | $3.30M | 0.10% | +59+0.3% | Added |
| Advisor Partners II, LLC | 18,740 | $3.25M | 0.15% | +4,135+28.3% | Added |
| Kentucky Retirement Systems | 18,571 | $3.23M | 0.11% | +299+1.6% | Added |
| Exchange Traded Concepts, LLC | 18,379 | $3.19M | 0.08% | +14,880+425.3% | Added |
| Atria Investments LLC | 18,259 | $3.17M | 0.06% | +1,435+8.5% | Added |
| Magnetar Financial LLC | 18,070 | $3.14M | 0.07% | +8,048+80.3% | Added |
| Oregon Public Employees Retirement Fund | 18,029 | $3.13M | 0.04% | −26,325−59.4% | Reduced |
| Stephens Inc | 17,879 | $3.10M | 0.06% | −686−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 17,826 | $3.09M | 0.07% | −4,273−19.3% | Reduced |
| Maryland State Retirement & Pension System | 17,605 | $3.06M | 0.06% | −776−4.2% | Reduced |
| Slow Capital, Inc. | 17,274 | $3.00M | 0.52% | −387−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 17,264 | $3.00M | 0.01% | +3,763+27.9% | Added |
| Westpac Banking Corp | 17,234 | $2.99M | 0.21% | −140−0.8% | Reduced |
| Investment Management Corp of Ontario | 17,166 | $2.98M | 0.13% | +1,013+6.3% | Added |
| Toroso Investments, LLC | 17,161 | $2.98M | 0.09% | +2,789+19.4% | Added |
| CIBC Private Wealth Group, LLC | 17,095 | $2.97M | 0.01% | −545−3.1% | Reduced |
| Moran Wealth Management, LLC | 17,071 | $2.96M | 0.11% | −1,211−6.6% | Reduced |
| Applied Capital LLC | 17,011 | $2.95M | 2.80% | −70.0% | Reduced |
| Fulton Bank, N.A. | 16,998 | $2.95M | 0.14% | +1,902+12.6% | Added |
| Teza Capital Management LLC | 16,993 | $2.95M | 0.48% | +16,993 | New |
| Osborne Partners Capital Management, LLC | 16,833 | $2.92M | 0.21% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 16,813 | $2.92M | 0.09% | −874−4.9% | Reduced |
| Argent Trust Co | 16,759 | $2.91M | 0.16% | +3,113+22.8% | Added |
| Verdence Capital Advisors LLC | 16,505 | $2.87M | 0.33% | −121−0.7% | Reduced |
| Principle Wealth Partners LLC | 16,471 | $2.86M | 0.29% | 00.0% | Unchanged |
| Hartford Investment Management Co | 16,394 | $2.85M | 0.11% | −3,292−16.7% | Reduced |
| Wealthfront Advisers LLC | 16,151 | $2.80M | 0.01% | −3,154−16.3% | Reduced |
| Beacon Pointe Advisors, LLC | 16,044 | $2.79M | 0.05% | −1,107−6.5% | Reduced |
| 1st Source Bank | 15,837 | $2.75M | 0.18% | −220−1.4% | Reduced |
| Romano Brothers and Company | 15,776 | $2.74M | 0.41% | 00.0% | Unchanged |
| Somerset Group LLC | 15,762 | $2.74M | 2.29% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,617 | $2.71M | 0.05% | −232−1.5% | Reduced |
| Lincoln Capital LLC | 15,609 | $2.71M | 0.70% | −20.0% | Reduced |
| Lee Danner & Bass Inc | 15,583 | $2.71M | 0.23% | −86−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,307 | $2.65M | 0.26% | −249−1.6% | Reduced |
| Wellington Management Group LLP | 15,187 | $2.64M | 0.00% | −891−5.5% | Reduced |
| Advisors Asset Management, Inc. | 14,907 | $2.59M | 0.05% | +10,399+230.7% | Added |
| BDO Wealth Advisors, LLC | 14,868 | $2.58M | 0.30% | +219+1.5% | Added |