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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.

Q3 2023 vs. Q2 2023

How the institutions holding Travelers Companies, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of TRV: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,287191,259−9
Shares188.3M552.7K186.2M−1.61M (−0.9%)
Value$32.5B$96.0M$30.5B−$1.91B (−5.9%)

19 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Travelers Companies, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to TRV in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA224,704$36.7M0.05%
Prana Capital Management, LP202,658$33.1M2.15%
Schonfeld Strategic Advisors LLC154,928$25.3M0.23%
LMR Partners LLP137,412$22.4M0.50%
First Republic Investment Management, Inc.109,678$17.9M0.05%
HighTower Advisors, LLC81,212$13.2M0.02%
QRG Capital Management, Inc.79,479$13.0M0.23%
Adage Capital Partners GP, L.L.C.77,613$12.7M0.03%
Tiaa Trust, National Association51,331$8.38M0.03%
Walleye Capital LLC39,463$6.44M0.09%
Campbell & CO Investment Adviser LLC34,381$5.61M0.67%
tru Independence LLC33,047$5.40M1.87%
Envestnet Portfolio Solutions, Inc.18,127$2.96M0.01%
Cinctive Capital Management LP16,629$2.72M0.15%
Occudo Quantitative Strategies LP15,136$2.47M0.32%
Financiere des Professionnels - Fonds d,investissement inc.9,688$1.58M0.15%
Financial Advisory Service, Inc.9,348$1.53M0.16%
Cornerstone Advisors, LLC9,100$1.49M0.07%
Park Avenue Securities LLC7,825$1.28M0.02%
SYSTM Wealth Solutions LLC6,916$1.13M0.17%
NEOS Investment Management LLC6,876$1.12M0.14%
Walleye Trading LLC6,597$1.08M0.03%
Ally Financial Inc.6,200$1.01M0.15%
Smith, Salley & Associates5,866$958.0K0.07%
Viawealth, LLC5,667$925.5K0.68%
Kingswood Wealth Advisors, LLC5,510$899.8K0.15%
Cornercap Investment Counsel Inc5,262$859.3K0.16%
Inceptionr LLC5,074$828.6K0.47%
MQS Management LLC5,051$824.9K0.50%
Axq Capital, LP4,800$783.9K0.28%
Sherbrooke Park Advisers LLC4,632$756.5K0.24%
Toews Corp4,600$751.2K0.46%
Old Mission Capital LLC4,544$742.1K0.02%
CenterBook Partners LP4,513$737.0K0.09%
Legacy Capital Wealth Partners, LLC4,014$655.5K0.18%
MWA Asset Management3,737$610.2K0.59%
Brevan Howard Capital Management LP3,468$566.4K0.17%
Vident Advisory, LLC3,396$554.6K0.02%
XTX Topco Ltd3,360$548.7K0.09%
Aigen Investment Management, LP3,309$540.4K0.10%
NBC Securities, Inc.3,075$502.0K0.06%
Wolverine Trading, LLC2,990$488.3K0.00%
Transatlantique Private Wealth LLC2,687$438.8K0.23%
IFG Advisory, LLC2,656$433.8K0.04%
Syon Capital LLC2,629$429.4K0.05%
Franklin Street Advisors Inc2,593$423.0K0.04%
Jeppson Wealth Management, LLC2,490$406.6K0.19%
Salvus Wealth Management, LLC2,439$398.3K0.32%
Buckingham Strategic Partners2,347$383.3K0.02%
Landscape Capital Management, L.L.C.2,314$377.9K0.05%
Meeder Asset Management Inc2,189$357.5K0.03%
Credit Agricole S A2,154$351.8K0.01%
Vicus Capital2,131$348.1K0.04%
Ridgecrest Wealth Partners, LLC2,065$337.2K0.24%
Paloma Partners Management Co1,989$324.8K0.07%
Cahaba Wealth Management, Inc.1,973$322.2K0.04%
LVW Advisors, LLC1,501$245.1K0.05%
TCG Advisory Services, LLC1,447$236.3K0.04%
Strait & Sound Wealth Management LLC1,438$234.8K0.20%
Rehmann Capital Advisory Group1,412$230.7K0.02%
Soundmark Wealth Management, LLC1,340$218.8K0.12%
Summit Trail Advisors, LLC1,337$218.3K0.01%
Gateway Advisory, LLC1,304$212.9K0.04%
Crestwood Advisors Group LLC1,299$212.1K0.01%
Cobblestone Capital Advisors LLC1,286$210.0K0.02%
Old Port Advisors1,253$204.6K0.07%
Slocum, Gordon & Co LLP1,250$204.1K0.18%
Lake Street Financial LLC1,210$202.8K0.04%
Headlands Technologies LLC943$154.0K0.08%
Annis Gardner Whiting Capital Advisors, LLC794$129.7K0.07%
Jackson, Grant Investment Advisers, Inc.611$99.8K0.05%
Legacy Financial Group LLC608$99.3K0.02%
Indiana Trust & Investment Management CO507$82.8K0.04%
Rogco, LP365$59.6K0.03%
Salomon & Ludwin, LLC345$56.3K0.01%
ORG Partners LLC343$56.0K0.02%
Ameliora Wealth Management Ltd.274$44.7K0.03%
Operose Advisors LLC263$43.0K0.02%
RVW Wealth, LLC206$33.6K0.00%
Arlington Trust Co LLC163$26.6K0.01%
First Command Advisory Services, Inc.158$25.8K0.00%
Flaharty Asset Management, LLC156$25.5K0.00%
Pathway Financial Advisers, LLC151$24.7K0.01%
FWL Investment Management, LLC150$24.5K0.02%
Headinvest, LLC100$16.2K0.00%
Carmel Capital Partners, LLC91$14.9K0.01%
DHJJ Financial Advisors, Ltd.90$14.7K0.01%
LFA - Lugano Financial Advisors SA39$6.37K0.01%
Macroview Investment Management LLC28$4.61K0.01%
Milestone Investment Advisors LLC23$3.76K0.00%
Authentikos Wealth Advisory, LLC13$2.12K0.00%
Raleigh Capital Management Inc.11$1.76K0.00%
Register Financial Advisors LLC10$1.64K0.00%
Thompson Investment Management, Inc.8$1.31K0.00%
Perkins Coie Trust Co7$1.14K0.00%
HHM Wealth Advisors, LLC4$6540.00%
Spartan Planning & Wealth Management4$6530.00%
GoalVest Advisory LLC3$4900.00%
Optimum Investment Advisors1$1630.00%
Householder Group Estate & Retirement Specialist, LLC1$1630.00%

Sold out (109)

Institutions that held Travelers Companies, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 109 by value.

Institutions that sold out of TRV in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Capital International Investors372,347$64.7M
Junto Capital Management LP198,462$34.5M
Alyeska Investment Group, L.P.168,025$29.2M
Winton Group Ltd132,224$23.0M
Retirement Systems of Alabama52,495$9.12M
Ergoteles LLC34,607$6.01M
Andra AP-fonden31,000$5.38M
Koshinski Asset Management, Inc.30,183$5.24M
Trexquant Investment LP27,119$4.71M
Dynamic Technology Lab Private Ltd21,087$3.66M
NEIRG Wealth Management, LLC13,172$2.29M
EHP Funds Inc.12,460$2.16M
Accurate Wealth Management, LLC12,611$2.09M
Veritable, L.P.11,263$1.96M
Segall Bryant & Hamill, LLC10,101$1.75M
Orleans Capital Management Corp8,980$1.56M
FOCUS Wealth Advisors, LLC8,149$1.42M
Y-Intercept (Hong Kong) Ltd7,939$1.38M
DAGCO, Inc.6,985$1.21M
Vinva Investment Management Ltd6,939$1.19M
AXS Investments LLC6,831$1.19M
ISAM Funds (UK) Ltd6,093$1.06M
Quantitative Investment Management, LLC5,523$959.0K
Harvest Volatility Management LLC5,352$929.4K
Qsemble Capital Management, LP3,900$677.3K
Cognios Beta Neutral Large Cap Fund, LP3,737$649.0K
McElhenny Sheffield Capital Management, LLC3,574$620.7K
EP Wealth Advisors, LLC298,048$572.7K
Saxon Interests, Inc.3,215$558.3K
Bridgefront Capital, LLC3,182$552.6K
MJP Associates Inc3,155$548.0K
Vident Investment Advisory, LLC3,142$546.0K
Retirement Planning Group3,102$538.7K
Fund Management at Engine No. 1 LLC3,007$522.2K
Neo Ivy Capital Management2,814$489.0K
V Wealth Advisors LLC2,592$450.1K
Level Four Advisory Services, LLC2,274$394.9K
Wright Investors Service Inc2,214$384.5K
Red Door Wealth Management, LLC2,159$374.9K
Alera Investment Advisors, LLC2,031$352.7K
Wakefield Asset Management LLLP2,010$349.1K
TAP Consulting, LLC2,000$347.3K
GTS Securities LLC1,880$326.5K
Great Point Wealth Advisors, LLC1,778$308.7K
FFT Wealth Management LLC1,755$304.8K
Virtu Financial LLC1,675$291.0K
StoneX Group Inc.1,625$282.2K
Arete Wealth Advisors, LLC1,577$274.0K
Monument Capital Management1,570$272.7K
Renaissance Group LLC1,487$258.2K
Advisors Capital Management, LLC1,487$258.0K
American Trust1,475$256.1K
Advisory Research Inc1,429$248.2K
Oak Associates, Ltd1,403$243.6K
Nations Financial Group Inc,1,351$234.6K
Drive Wealth Management, LLC1,340$232.7K
Pettee Investors, Inc.1,322$229.6K
Mather Group, LLC.1,308$227.1K
Change Path, LLC1,299$226.0K
Hilltop Holdings Inc.1,264$219.5K
Asset Allocation & Management Company, LLC1,236$215.0K
PFG Advisors1,233$214.1K
Jackson Creek Investment Advisors LLC1,228$213.0K
C M Bidwell & Associates Ltd1,225$212.7K
Sovereign Financial Group, Inc.1,220$211.9K
CRA Financial Services, LLC1,215$211.0K
Cornerstone Wealth Management, LLC1,213$210.6K
Delta Financial Group, Inc.1,205$209.0K
Meridian Wealth Management, LLC1,202$208.8K
Builder Investment Group Inc1,200$208.4K
Cape Ann Savings Bank1,200$208.4K
Salzhauer Michael1,200$208.4K
AFS Financial Group, LLC1,200$208.4K
Herold Advisors, Inc.1,200$208.4K
IVC Wealth Advisors LLC1,190$206.7K
Cornell Pochily Investment Advisors, Inc.1,189$206.5K
Sage Rhino Capital LLC1,186$206.0K
Baxter Bros Inc1,171$203.4K
Apella Capital, LLC1,169$203.0K
Capital Investment Advisors, LLC1,168$202.8K
Jarislowsky, Fraser Ltd1,165$202.3K
Wealthspan Partners, LLC1,163$202.0K
Castle Rock Wealth Management, LLC1,170$201.9K
Winning Points Advisors, LLC1,056$201.2K
Fairfield, Bush & Co.876$152.1K
Tilia Fiduciary Partners, Inc.858$149.0K
Clear Street Markets LLC590$102.0K
O'Dell Group, LLC508$88.2K
CVA Family Office, LLC475$82.5K
Clearview Wealth Advisors LLC454$78.8K
Ridgewood Investments LLC444$77.0K
Old Point Trust & Financial Services N A420$72.9K
Fiduciary Alliance LLC412$71.5K
Harvest Fund Management Co., Ltd301$52.0K
Rational Advisors LLC275$47.8K
Safeguard Financial, LLC265$46.0K
Crewe Advisors LLC259$45.0K
WealthPLAN Partners, LLC210$36.5K
Quarry LP135$23.4K
Nalls Sherbakoff Group, LLC120$20.3K

Not filed for Q3 2023 yet (19)

Institutions that held Travelers Companies, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA254,486$44.2M
PFS Investments Inc.187,300$32.5M
Tiaa, FSB51,663$8.97M
BerganKDV Wealth Management, LLC27,361$4.75M
BDO Wealth Advisors, LLC14,868$2.58M
EA Series Trust6,975$1.21M
Vigilant Capital Management, LLC2,082$362.0K
First National Bank of South Miami2,077$360.7K
Relaxing Retirement Coach1,612$279.9K
Heron Financial Group, LLC1,303$226.3K
Intercontinental Wealth Advisors, LLC1,174$203.9K
Kistler-Tiffany Companies, LLC679$117.9K
Endurance Wealth Management, Inc.475$82.0K
First Command Bank158$27.4K
First Command Financial Services, Inc.158$27.4K
Lansing Street Advisors100$17.4K
Coastal Capital Group, Inc.77$13.4K
First Capital Advisors Group, LLC.74$12.9K
Northwest Bank & Trust Co60$10.4K