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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 14,857 | $2.58M | 1.03% | +110+0.7% | Added |
| Wunderlich Capital Managemnt | 14,817 | $2.57M | 1.26% | −111−0.7% | Reduced |
| Unison Advisors LLC | 14,809 | $2.57M | 0.29% | +78+0.5% | Added |
| Ostrum Asset Management | 14,797 | $2.57M | 0.22% | +45+0.3% | Added |
| TownSquare Capital, LLC | 14,760 | $2.56M | 0.05% | +3,320+29.0% | Added |
| Icon Wealth Partners, LLC | 14,683 | $2.55M | 0.27% | +2,362+19.2% | Added |
| Liberty One Investment Management, LLC | 14,655 | $2.54M | 0.33% | +562+4.0% | Added |
| Kingsview Wealth Management, LLC | 14,586 | $2.53M | 0.10% | +11,777+419.3% | Added |
| Stonegate Investment Group, LLC | 14,506 | $2.52M | 0.09% | −296−2.0% | Reduced |
| Prudential PLC | 14,436 | $2.51M | 0.03% | −2,166−13.0% | Reduced |
| Pacer Advisors, Inc. | 14,409 | $2.50M | 0.01% | −137−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,387 | $2.50M | 0.41% | 00.0% | Unchanged |
| MAI Capital Management | 14,311 | $2.49M | 0.04% | +666+4.9% | Added |
| Gotham Asset Management, LLC | 14,310 | $2.49M | 0.05% | +3,759+35.6% | Added |
| Louisiana State Employees Retirement System | 14,300 | $2.48M | 0.05% | −700−4.7% | Reduced |
| Avantax Advisory Services, Inc. | 14,277 | $2.48M | 0.03% | +798+5.9% | Added |
| FORA Capital, LLC | 13,848 | $2.40M | 0.34% | −3,381−19.6% | Reduced |
| Pinnacle Financial Partners Inc | 13,725 | $2.38M | 0.06% | +115+0.8% | Added |
| Banque Pictet & Cie SA | 13,661 | $2.37M | 0.02% | +13,661 | New |
| Carnegie Capital Asset Management, LLC | 13,648 | $2.37M | 0.09% | +1,483+12.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 13,626 | $2.37M | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 13,620 | $2.37M | 0.35% | −39−0.3% | Reduced |
| Twinbeech Capital LP | 13,527 | $2.35M | 0.05% | +13,527 | New |
| Acropolis Investment Management, LLC | 13,307 | $2.31M | 0.18% | −249−1.8% | Reduced |
| Garner Asset Management Corp | 13,188 | $2.29M | 1.33% | −4,296−24.6% | Reduced |
| NEIRG Wealth Management, LLC | 13,172 | $2.29M | 0.42% | −2,027−13.3% | Reduced |
| GWM Advisors LLC | 13,134 | $2.28M | 0.03% | −720−5.2% | Reduced |
| Cipher Capital LP | 13,028 | $2.26M | 0.39% | +13,028 | New |
| Canandaigua National Bank & Trust Co | 12,993 | $2.26M | 0.37% | −70−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,931 | $2.25M | 0.13% | +3,309+34.4% | Added |
| Eagle Rock Investment Company, LLC | 13,069 | $2.20M | 0.47% | −275−2.1% | Reduced |
| Bayesian Capital Management, LP | 12,653 | $2.20M | 0.24% | +12,653 | New |
| EHP Funds Inc. | 12,460 | $2.16M | 0.61% | −7,350−37.1% | Reduced |
| Azimuth Capital Investment Management LLC | 12,427 | $2.16M | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,372 | $2.15M | 0.05% | +166+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,280 | $2.13M | 1.38% | −135−1.1% | Reduced |
| Advisory Services Network, LLC | 12,177 | $2.11M | 0.06% | −130−1.1% | Reduced |
| Horizon Investments, LLC | 12,053 | $2.09M | 0.06% | +45+0.4% | Added |
| Accurate Wealth Management, LLC | 12,611 | $2.09M | 0.65% | +12,611 | New |
| Delta Financial Advisors LLC | 12,026 | $2.09M | 0.92% | −165−1.4% | Reduced |
| Compass Wealth Management LLC | 12,016 | $2.09M | 0.63% | −200−1.6% | Reduced |
| 1832 Asset Management L.P. | 11,879 | $2.06M | 0.00% | −8,835−42.7% | Reduced |
| Levin Capital Strategies, L.P. | 11,652 | $2.02M | 0.23% | +1,998+20.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,605 | $2.02M | 0.10% | −388−3.2% | Reduced |
| Thrivent Financial for Lutherans | 11,545 | $2.00M | 0.00% | −1,415−10.9% | Reduced |
| Tudor Investment Corp Et Al | 11,542 | $2.00M | 0.03% | +4,867+72.9% | Added |
| Edgestream Partners, L.P. | 11,539 | $2.00M | 0.18% | +10,326+851.3% | Added |
| Twin Capital Management Inc | 11,372 | $1.97M | 0.26% | +490+4.5% | Added |
| Pinnacle Holdings, LLC | 11,321 | $1.97M | 0.88% | −71−0.6% | Reduced |
| Veritable, L.P. | 11,263 | $1.96M | 0.03% | −60−0.5% | Reduced |
| Evercore Wealth Management, LLC | 11,252 | $1.95M | 0.04% | +792+7.6% | Added |
| New Mexico Educational Retirement Board | 11,178 | $1.94M | 0.09% | +300+2.8% | Added |
| Baker Tilly Wealth Management, LLC | 11,052 | $1.92M | 0.20% | +708+6.8% | Added |
| Unigestion Holding SA | 11,178 | $1.91M | 0.11% | −14,574−56.6% | Reduced |
| Shay Capital LLC | 11,000 | $1.91M | 0.67% | −2,000−15.4% | Reduced |
| Fifth Third Bancorp | 10,984 | $1.91M | 0.01% | +1,128+11.4% | Added |
| Kinneret Advisory, LLC | 10,768 | $1.87M | 0.22% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,763 | $1.87M | 0.02% | −28−0.3% | Reduced |
| White Pine Capital LLC | 10,759 | $1.87M | 0.70% | −246−2.2% | Reduced |
| Peddock Capital Advisors, LLC | 10,743 | $1.87M | 0.61% | +97+0.9% | Added |
| Metis Global Partners, LLC | 10,724 | $1.86M | 0.10% | +385+3.7% | Added |
| Tower Bridge Advisors | 10,710 | $1.86M | 0.17% | +10,710 | New |
| Sigma Planning Corp | 10,697 | $1.86M | 0.07% | −994−8.5% | Reduced |
| E. Ohman J:or Asset Management AB | 10,692 | $1.86M | 0.07% | +800+8.1% | Added |
| Blueshift Asset Management, LLC | 10,621 | $1.84M | 0.70% | +2,444+29.9% | Added |
| HB Wealth Management, LLC | 10,583 | $1.84M | 0.03% | +131+1.3% | Added |
| Cohen Lawrence B | 10,567 | $1.84M | 1.18% | +180+1.7% | Added |
| Cetera Investment Advisers | 10,377 | $1.80M | 0.02% | +2,384+29.8% | Added |
| Wetherby Asset Management Inc | 10,287 | $1.79M | 0.10% | −522−4.8% | Reduced |
| Montag A & Associates Inc | 10,266 | $1.78M | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,196 | $1.77M | 0.14% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.76M | 0.04% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 10,113 | $1.76M | 0.02% | +3,205+46.4% | Added |
| Segall Bryant & Hamill, LLC | 10,101 | $1.75M | 0.02% | +151+1.5% | Added |
| Bleakley Financial Group, LLC | 10,098 | $1.75M | 0.05% | +846+9.1% | Added |
| Sawtooth Solutions, LLC | 10,097 | $1.75M | 0.05% | +843+9.1% | Added |
| Metropolitan Life Insurance Co | 10,066 | $1.75M | 0.09% | −271−2.6% | Reduced |
| Bessemer Group Inc | 9,938 | $1.73M | 0.00% | +1,751+21.4% | Added |
| Symmetry Partners, LLC | 9,887 | $1.72M | 0.09% | −3,182−24.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,780 | $1.70M | 0.11% | −102−1.0% | Reduced |
| Erste Asset Management GmbH | 9,900 | $1.69M | 0.03% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 9,740 | $1.69M | 0.18% | 00.0% | Unchanged |
| Exeter Financial, LLC | 9,686 | $1.67M | 0.86% | −1,710−15.0% | Reduced |
| Greenleaf Trust | 9,498 | $1.65M | 0.02% | −141−1.5% | Reduced |
| BancorpSouth Bank | 9,486 | $1.65M | 0.14% | −77−0.8% | Reduced |
| Connolly Sarah T. | 9,397 | $1.63M | 0.99% | +10.0% | Added |
| WBH Advisory Inc | 9,319 | $1.62M | 0.19% | −103−1.1% | Reduced |
| Arrow Financial Corp | 9,300 | $1.62M | 0.19% | −639−6.4% | Reduced |
| South Dakota Investment Council | 9,295 | $1.61M | 0.03% | −400−4.1% | Reduced |
| Horiko Capital Management LLC | 9,283 | $1.61M | 0.89% | −1,144−11.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,243 | $1.61M | 0.23% | 00.0% | Unchanged |
| Arden Trust Co | 9,132 | $1.59M | 0.26% | −3,951−30.2% | Reduced |
| Orleans Capital Management Corp | 8,980 | $1.56M | 1.11% | −50−0.6% | Reduced |
| Parallel Advisors, LLC | 8,874 | $1.54M | 0.05% | +707+8.7% | Added |
| Quantinno Capital Management LP | 8,754 | $1.52M | 0.09% | −716−7.6% | Reduced |
| Bokf, NA | 8,749 | $1.52M | 0.03% | −258−2.9% | Reduced |
| Old National Bancorp | 8,604 | $1.49M | 0.04% | −317−3.6% | Reduced |
| Naples Global Advisors, LLC | 8,600 | $1.49M | 0.18% | +185+2.2% | Added |
| Community Bank, N.A. | 8,590 | $1.49M | 0.20% | −40−0.5% | Reduced |
| Comerica Securities,inc. | 8,474 | $1.47M | 0.10% | −135−1.6% | Reduced |