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, Q3 2023
Institutional positions in Travelers Companies, Inc. as of Sep 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
- 1,260
- −9 vs. Q2 2023
- Shares held
- 186.2M
- −1.61M (−0.9%) vs. Q2 2023
- Total value
- $30.5B
- −$1.91B (−5.9%) vs. Q2 2023
- New holders
- 100
- 446 more added
- Sold out
- 109
- 485 more reduced
19 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 19,710 | $3.22M | 0.01% | +2,446+14.2% | Added |
| Avantax Advisory Services, Inc. | 19,852 | $3.24M | 0.04% | +5,575+39.0% | Added |
| Duality Advisers, LP | 20,016 | $3.27M | 0.40% | +16,228+428.4% | Added |
| FIL Ltd | 20,043 | $3.27M | 0.00% | +40.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.29M | 2.14% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.29M | 0.79% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,559 | $3.36M | 0.06% | −193−0.9% | Reduced |
| Culbertson A N & Co Inc | 20,591 | $3.36M | 0.67% | −40−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 20,652 | $3.37M | 0.16% | +152+0.7% | Added |
| SG Americas Securities, LLC | 20,730 | $3.38M | 0.05% | +25+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 20,958 | $3.42M | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 20,978 | $3.43M | 0.10% | −2,345−10.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,990 | $3.43M | 0.08% | −264−1.2% | Reduced |
| British Columbia Investment Management Corp | 21,000 | $3.43M | 0.03% | +133+0.6% | Added |
| MML Investors Services, LLC | 21,038 | $3.44M | 0.02% | −889−4.1% | Reduced |
| Advisor Partners II, LLC | 21,099 | $3.45M | 0.14% | +2,359+12.6% | Added |
| Gulf International Bank (UK) Ltd | 21,136 | $3.45M | 0.10% | −2,211−9.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,313 | $3.48M | 0.35% | +442+2.1% | Added |
| J. W. Coons Advisors, LLC | 21,350 | $3.49M | 1.01% | −1,200−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,582 | $3.52M | 0.12% | −479−2.2% | Reduced |
| Citizens Business Bank | 21,673 | $3.54M | 0.83% | −809−3.6% | Reduced |
| Hancock Whitney Corp | 22,167 | $3.62M | 0.15% | −47,146−68.0% | Reduced |
| HM Payson & Co | 22,290 | $3.64M | 0.09% | −1,434−6.0% | Reduced |
| Chemung Canal Trust Co | 22,485 | $3.67M | 0.84% | −512−2.2% | Reduced |
| Verdence Capital Advisors LLC | 22,824 | $3.73M | 0.40% | +6,319+38.3% | Added |
| Foster & Motley Inc | 22,837 | $3.73M | 0.31% | −337−1.5% | Reduced |
| KCM Investment Advisors LLC | 23,075 | $3.77M | 0.16% | −1,535−6.2% | Reduced |
| Freestone Capital Holdings, LLC | 23,127 | $3.78M | 0.20% | −4,494−16.3% | Reduced |
| Candriam Luxembourg S.C.A. | 23,451 | $3.83M | 0.03% | −856−3.5% | Reduced |
| Patton Albertson Miller Group, LLC | 23,614 | $3.86M | 0.76% | +393+1.7% | Added |
| Bristlecone Advisors, LLC | 23,866 | $3.90M | 0.44% | +395+1.7% | Added |
| Norinchukin Bank, The | 24,166 | $3.95M | 0.09% | −10,882−31.0% | Reduced |
| Monte Financial Group, LLC | 24,251 | $3.96M | 2.00% | −647−2.6% | Reduced |
| Commerce Bank | 24,344 | $3.98M | 0.03% | −485−2.0% | Reduced |
| Hallmark Capital Management Inc | 24,351 | $3.98M | 0.33% | −642−2.6% | Reduced |
| Advisors Asset Management, Inc. | 24,428 | $3.99M | 0.09% | +9,521+63.9% | Added |
| Northwestern Mutual Wealth Management Co | 24,592 | $4.02M | 0.01% | −1,549−5.9% | Reduced |
| Investment Management Corp of Ontario | 24,625 | $4.02M | 0.16% | +7,459+43.5% | Added |
| Ethic Inc. | 25,115 | $4.10M | 0.14% | +1,727+7.4% | Added |
| Wellington Management Group LLP | 25,335 | $4.14M | 0.00% | +10,148+66.8% | Added |
| Private Advisor Group, LLC | 25,414 | $4.15M | 0.04% | +1,261+5.2% | Added |
| Bank of Nova Scotia | 25,437 | $4.15M | 0.01% | +3,124+14.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,496 | $4.16M | 0.06% | −8,052−24.0% | Reduced |
| New Vernon Investment Management LLC | 25,584 | $4.18M | 6.39% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 26,063 | $4.26M | 0.03% | −739−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,090 | $4.26M | 0.02% | −1,155−4.2% | Reduced |
| Berger Financial Group, Inc | 26,601 | $4.34M | 0.50% | +638+2.5% | Added |
| Shell Asset Management Co | 26,818 | $4.38M | 0.18% | −416−1.5% | Reduced |
| Sawyer & Company, Inc | 26,874 | $4.39M | 2.05% | +249+0.9% | Added |
| Nissay Asset Management Corp | 27,231 | $4.45M | 0.04% | +888+3.4% | Added |
| Ossiam | 27,428 | $4.48M | 0.08% | +21,372+352.9% | Added |
| Meyer Handelman Co | 27,450 | $4.48M | 0.18% | +5,000+22.3% | Added |
| Palisade Asset Management, LLC | 27,683 | $4.52M | 0.55% | −155−0.6% | Reduced |
| Cetera Advisor Networks LLC | 27,939 | $4.56M | 0.03% | +1,851+7.1% | Added |
| Hyman Charles D | 28,081 | $4.59M | 0.30% | −63−0.2% | Reduced |
| Capital City Trust Co | 28,285 | $4.62M | 1.53% | −2,802−9.0% | Reduced |
| KWMG, LLC | 29,181 | $4.77M | 0.60% | +929+3.3% | Added |
| Xponance, Inc. | 29,357 | $4.79M | 0.07% | +1,314+4.7% | Added |
| Northwest Bancshares, Inc. | 29,730 | $4.86M | 0.93% | +1,483+5.3% | Added |
| Prudential PLC | 29,966 | $4.89M | 0.06% | +15,530+107.6% | Added |
| Beacon Pointe Advisors, LLC | 30,334 | $4.95M | 0.06% | +14,290+89.1% | Added |
| ExodusPoint Capital Management, LP | 30,603 | $5.00M | 0.06% | −64,105−67.7% | Reduced |
| Webster Bank, N. A. | 30,621 | $5.00M | 0.68% | −82−0.3% | Reduced |
| Ritholtz Wealth Management | 31,659 | $5.17M | 0.23% | −169−0.5% | Reduced |
| Garland Capital Management Inc | 31,895 | $5.21M | 3.67% | +315+1.0% | Added |
| Mutual of America Capital Management LLC | 32,049 | $5.23M | 0.06% | −1,184−3.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 32,110 | $5.24M | 1.81% | −990−3.0% | Reduced |
| Pathstone Family Office, LLC | 32,441 | $5.30M | 0.04% | +10,599+48.5% | Added |
| Aviance Capital Partners, LLC | 32,478 | $5.30M | 1.19% | −1,249−3.7% | Reduced |
| Blair William & Co | 33,000 | $5.39M | 0.02% | −4,324−11.6% | Reduced |
| tru Independence LLC | 33,047 | $5.40M | 1.87% | +33,047 | New |
| Public Employees Retirement Association of Colorado | 33,589 | $5.49M | 0.03% | −1,051−3.0% | Reduced |
| Kestra Advisory Services, LLC | 33,773 | $5.52M | 0.05% | +5,686+20.2% | Added |
| Campbell & CO Investment Adviser LLC | 34,381 | $5.61M | 0.67% | +34,381 | New |
| Moreno Evelyn V | 35,023 | $5.72M | 1.25% | +1,917+5.8% | Added |
| Brown Advisory Inc | 35,410 | $5.78M | 0.01% | +232+0.7% | Added |
| NFP Retirement, Inc. | 35,465 | $5.79M | 1.11% | −20−0.1% | Reduced |
| State of Tennessee, Treasury Department | 35,607 | $5.81M | 0.02% | −23,645−39.9% | Reduced |
| Stansberry Asset Management, LLC | 35,662 | $5.82M | 1.02% | +3,175+9.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,004 | $5.88M | 0.23% | +2,560+7.7% | Added |
| Palmer Knight Co | 36,405 | $5.95M | 3.99% | −4,804−11.7% | Reduced |
| Benedict Financial Advisors Inc | 36,564 | $5.97M | 1.73% | +331+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 36,965 | $6.04M | 2.65% | +440+1.2% | Added |
| Gateway Investment Advisers LLC | 37,021 | $6.05M | 0.08% | −236−0.6% | Reduced |
| Carret Asset Management, LLC | 37,050 | $6.05M | 0.84% | −200−0.5% | Reduced |
| Greystone Financial Group, LLC | 38,960 | $6.36M | 1.59% | −2,917−7.0% | Reduced |
| Captrust Financial Advisors | 39,081 | $6.38M | 0.02% | −4,638−10.6% | Reduced |
| Pinebridge Investments, L.P. | 39,251 | $6.41M | 0.07% | +8,707+28.5% | Added |
| Perigon Wealth Management, LLC | 39,331 | $6.42M | 0.26% | −1,940−4.7% | Reduced |
| Walleye Capital LLC | 39,463 | $6.44M | 0.09% | +39,463 | New |
| Utah Retirement Systems | 39,707 | $6.48M | 0.09% | +100+0.3% | Added |
| Crestline Management, LP | 40,000 | $6.53M | 0.78% | +35,000+700.0% | Added |
| Czech National Bank | 40,014 | $6.53M | 0.10% | +12,671+46.3% | Added |
| Olstein Capital Management, L.P. | 41,000 | $6.70M | 1.15% | +11,000+36.7% | Added |
| Executive Wealth Management, LLC | 41,486 | $6.78M | 0.70% | +840+2.1% | Added |
| Citizens Financial Group Inc | 41,916 | $6.85M | 0.28% | −1,705−3.9% | Reduced |
| Achmea Investment Management B.V. | 41,926 | $6.85M | 0.15% | −17,782−29.8% | Reduced |
| PGGM Investments | 41,943 | $6.85M | 0.12% | −2,291−5.2% | Reduced |
| Bradley Foster & Sargent Inc | 39,899 | $6.93M | 0.15% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 42,570 | $6.95M | 0.49% | −736−1.7% | Reduced |