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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 6,781 | $1.11M | 0.44% | +123+1.8% | Added |
| Vaughan David Investments LLC | 6,815 | $1.11M | 0.03% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 6,876 | $1.12M | 0.14% | +6,876 | New |
| Belpointe Asset Management LLC | 6,882 | $1.12M | 0.12% | +1,159+20.3% | Added |
| Eagle Capital Management LLC | 6,900 | $1.13M | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,915 | $1.13M | 0.12% | +90+1.3% | Added |
| SYSTM Wealth Solutions LLC | 6,916 | $1.13M | 0.17% | +6,916 | New |
| Profund Advisors LLC | 6,931 | $1.13M | 0.06% | −32−0.5% | Reduced |
| Oak Thistle LLC | 6,971 | $1.14M | 0.34% | +3,971+132.4% | Added |
| Venture Visionary Partners LLC | 6,990 | $1.14M | 0.07% | −276−3.8% | Reduced |
| Magnetar Financial LLC | 6,993 | $1.14M | 0.03% | −11,077−61.3% | Reduced |
| Gifford Fong Associates | 7,000 | $1.14M | 0.27% | 00.0% | Unchanged |
| Veriti Management LLC | 7,070 | $1.15M | 0.13% | +386+5.8% | Added |
| Sumitomo Life Insurance Co | 7,099 | $1.16M | 0.03% | −106−1.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 7,101 | $1.16M | 0.27% | +3,915+122.9% | Added |
| Moors & Cabot, Inc. | 7,105 | $1.16M | 0.08% | +977+15.9% | Added |
| Continuum Advisory, LLC | 7,115 | $1.16M | 0.19% | +2,308+48.0% | Added |
| Cetera Advisors LLC | 7,122 | $1.16M | 0.02% | +338+5.0% | Added |
| Parallel Advisors, LLC | 7,123 | $1.16M | 0.04% | −1,751−19.7% | Reduced |
| Bayesian Capital Management, LP | 7,153 | $1.17M | 0.13% | −5,500−43.5% | Reduced |
| ProVise Management Group, LLC | 7,155 | $1.17M | 0.11% | +466+7.0% | Added |
| Icon Wealth Partners, LLC | 7,177 | $1.17M | 0.13% | −7,506−51.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,182 | $1.17M | 0.09% | +20.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,227 | $1.18M | 0.03% | −59−0.8% | Reduced |
| Bridgewater Associates, LP | 7,293 | $1.19M | 0.01% | +286+4.1% | Added |
| Brinker Capital Investments, LLC | 7,333 | $1.20M | 0.01% | +583+8.6% | Added |
| Orion Portfolio Solutions, LLC | 7,333 | $1.20M | 0.01% | +583+8.6% | Added |
| Canvas Wealth Advisors, LLC | 7,482 | $1.21M | 0.50% | −215−2.8% | Reduced |
| Jacobi Capital Management LLC | 7,463 | $1.22M | 0.14% | +18+0.2% | Added |
| Empowered Funds, LLC | 7,500 | $1.22M | 0.04% | +525+7.5% | Added |
| Tevis Investment Management | 7,504 | $1.23M | 1.24% | +39+0.5% | Added |
| We Are One Seven, LLC | 7,527 | $1.23M | 0.10% | −583−7.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,534 | $1.23M | 0.03% | −921−10.9% | Reduced |
| Academy Capital Management Inc | 7,535 | $1.23M | 0.26% | 00.0% | Unchanged |
| David Loasby | 7,585 | $1.23M | 0.14% | −20.0% | Reduced |
| Unigestion Holding SA | 7,575 | $1.24M | 0.08% | −3,603−32.2% | Reduced |
| Bokf, NA | 7,476 | $1.25M | 0.03% | −1,273−14.6% | Reduced |
| Avalon Trust Co | 7,710 | $1.26M | 0.12% | +760+10.9% | Added |
| Tectonic Advisors LLC | 7,717 | $1.26M | 0.12% | +343+4.7% | Added |
| Vestmark Advisory Solutions, Inc. | 7,778 | $1.27M | 0.09% | −27,863−78.2% | Reduced |
| Park Avenue Securities LLC | 7,825 | $1.28M | 0.02% | +7,825 | New |
| Desjardins Global Asset Management Inc. | 7,837 | $1.28M | 0.14% | −555−6.6% | Reduced |
| Two Sigma Securities, LLC | 7,899 | $1.29M | 0.06% | +4,192+113.1% | Added |
| FRG Family Wealth Advisors LLC | 7,900 | $1.29M | 0.29% | −375−4.5% | Reduced |
| Choate Investment Advisors | 7,994 | $1.31M | 0.05% | +645+8.8% | Added |
| Pensionfund Sabic | 8,000 | $1.31M | 0.46% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,999 | $1.31M | 0.10% | −292−3.5% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $1.31M | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 8,015 | $1.31M | 0.49% | −150−1.8% | Reduced |
| Ancora Advisors, LLC | 8,067 | $1.32M | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 8,095 | $1.32M | 0.20% | −62−0.8% | Reduced |
| Edgestream Partners, L.P. | 8,106 | $1.32M | 0.11% | −3,433−29.8% | Reduced |
| Lincoln National Corp | 8,109 | $1.32M | 0.03% | +2,653+48.6% | Added |
| Steel Peak Wealth Management LLC | 8,134 | $1.33M | 0.08% | +22+0.3% | Added |
| Accredited Investors Inc. | 8,226 | $1.34M | 0.10% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 8,235 | $1.34M | 0.17% | +1,384+20.2% | Added |
| Comerica Securities,inc. | 8,257 | $1.35M | 0.11% | −217−2.6% | Reduced |
| Empirical Finance, LLC | 8,269 | $1.35M | 0.10% | +688+9.1% | Added |
| Community Bank, N.A. | 8,340 | $1.36M | 0.19% | −250−2.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,448 | $1.38M | 0.41% | +1,032+13.9% | Added |
| Naples Global Advisors, LLC | 8,450 | $1.38M | 0.17% | −150−1.7% | Reduced |
| CoreCap Advisors, LLC | 8,497 | $1.39M | 0.10% | +293+3.6% | Added |
| Argent Advisors, Inc. | 9,507 | $1.39M | 0.63% | +1,627+20.6% | Added |
| Nixon Peabody Trust Co | 8,503 | $1.39M | 1.16% | +344+4.2% | Added |
| Old National Bancorp | 8,521 | $1.39M | 0.04% | −83−1.0% | Reduced |
| Ieq Capital, LLC | 8,548 | $1.40M | 0.03% | +267+3.2% | Added |
| Dakota Wealth Management | 8,560 | $1.40M | 0.06% | +1,289+17.7% | Added |
| TD Private Client Wealth LLC | 8,571 | $1.40M | 0.06% | +596+7.5% | Added |
| South Dakota Investment Council | 8,695 | $1.42M | 0.03% | −600−6.5% | Reduced |
| Arden Trust Co | 8,780 | $1.43M | 0.24% | −352−3.9% | Reduced |
| Bleakley Financial Group, LLC | 8,969 | $1.46M | 0.05% | −1,129−11.2% | Reduced |
| Sawtooth Solutions, LLC | 8,969 | $1.46M | 0.05% | −1,128−11.2% | Reduced |
| Cornerstone Advisors, LLC | 9,100 | $1.49M | 0.07% | +9,100 | New |
| Moody National Bank Trust Division | 9,189 | $1.50M | 0.10% | +1,330+16.9% | Added |
| NJ State Employees Deferred Compensation Plan | 9,243 | $1.51M | 0.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,288 | $1.52M | 0.01% | −1,089−10.5% | Reduced |
| Financial Advisory Service, Inc. | 9,348 | $1.53M | 0.16% | +9,348 | New |
| Connolly Sarah T. | 9,352 | $1.53M | 1.01% | −45−0.5% | Reduced |
| WBH Advisory Inc | 9,354 | $1.53M | 0.19% | +35+0.4% | Added |
| Madison Asset Management, LLC | 9,369 | $1.53M | 0.02% | −72,417−88.5% | Reduced |
| Arrow Financial Corp | 9,373 | $1.53M | 0.18% | +73+0.8% | Added |
| Greenleaf Trust | 9,385 | $1.53M | 0.02% | −113−1.2% | Reduced |
| Bessemer Group Inc | 9,399 | $1.53M | 0.00% | −539−5.4% | Reduced |
| BancorpSouth Bank | 9,420 | $1.54M | 0.14% | −66−0.7% | Reduced |
| Metropolitan Life Insurance Co | 9,472 | $1.55M | 0.08% | −594−5.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,525 | $1.56M | 0.08% | −255−2.6% | Reduced |
| Railway Pension Investments Ltd | 9,534 | $1.56M | 0.02% | −13,300−58.2% | Reduced |
| Parsons Capital Management Inc | 9,596 | $1.57M | 0.12% | −600−5.9% | Reduced |
| FDx Advisors, Inc. | 9,604 | $1.57M | 0.13% | −10,871−53.1% | Reduced |
| Wetherby Asset Management Inc | 9,617 | $1.57M | 0.09% | −670−6.5% | Reduced |
| Levin Capital Strategies, L.P. | 9,652 | $1.58M | 0.20% | −2,000−17.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 9,688 | $1.58M | 0.15% | +9,688 | New |
| National Asset Management, Inc. | 9,695 | $1.58M | 0.04% | −2,677−21.6% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.59M | 0.18% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 9,897 | $1.62M | 0.89% | +614+6.6% | Added |
| Ontario Teachers Pension Plan Board | 9,902 | $1.62M | 0.02% | −211−2.1% | Reduced |
| Exeter Financial, LLC | 9,949 | $1.62M | 0.86% | +263+2.7% | Added |
| Everence Capital Management Inc | 9,983 | $1.63M | 0.13% | +2,750+38.0% | Added |
| Savant Capital, LLC | 10,012 | $1.64M | 0.02% | +2,222+28.5% | Added |
| Stonegate Investment Group, LLC | 10,114 | $1.65M | 0.06% | −4,392−30.3% | Reduced |