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 |
|---|---|---|---|---|---|
| Prudential PLC | 29,966 | $4.89M | 0.06% | +15,530+107.6% | Added |
| Northwest Bancshares, Inc. | 29,730 | $4.86M | 0.93% | +1,483+5.3% | Added |
| Xponance, Inc. | 29,357 | $4.79M | 0.07% | +1,314+4.7% | Added |
| KWMG, LLC | 29,181 | $4.77M | 0.60% | +929+3.3% | Added |
| Capital City Trust Co | 28,285 | $4.62M | 1.53% | −2,802−9.0% | Reduced |
| Hyman Charles D | 28,081 | $4.59M | 0.30% | −63−0.2% | Reduced |
| Cetera Advisor Networks LLC | 27,939 | $4.56M | 0.03% | +1,851+7.1% | Added |
| Palisade Asset Management, LLC | 27,683 | $4.52M | 0.55% | −155−0.6% | Reduced |
| Meyer Handelman Co | 27,450 | $4.48M | 0.18% | +5,000+22.3% | Added |
| Ossiam | 27,428 | $4.48M | 0.08% | +21,372+352.9% | Added |
| Nissay Asset Management Corp | 27,231 | $4.45M | 0.04% | +888+3.4% | Added |
| Sawyer & Company, Inc | 26,874 | $4.39M | 2.05% | +249+0.9% | Added |
| Shell Asset Management Co | 26,818 | $4.38M | 0.18% | −416−1.5% | Reduced |
| Berger Financial Group, Inc | 26,601 | $4.34M | 0.50% | +638+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,090 | $4.26M | 0.02% | −1,155−4.2% | Reduced |
| Cresset Asset Management, LLC | 26,063 | $4.26M | 0.03% | −739−2.8% | Reduced |
| New Vernon Investment Management LLC | 25,584 | $4.18M | 6.39% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 25,496 | $4.16M | 0.06% | −8,052−24.0% | Reduced |
| Bank of Nova Scotia | 25,437 | $4.15M | 0.01% | +3,124+14.0% | Added |
| Private Advisor Group, LLC | 25,414 | $4.15M | 0.04% | +1,261+5.2% | Added |
| Wellington Management Group LLP | 25,335 | $4.14M | 0.00% | +10,148+66.8% | Added |
| Ethic Inc. | 25,115 | $4.10M | 0.14% | +1,727+7.4% | Added |
| Investment Management Corp of Ontario | 24,625 | $4.02M | 0.16% | +7,459+43.5% | Added |
| Northwestern Mutual Wealth Management Co | 24,592 | $4.02M | 0.01% | −1,549−5.9% | Reduced |
| Advisors Asset Management, Inc. | 24,428 | $3.99M | 0.09% | +9,521+63.9% | Added |
| Hallmark Capital Management Inc | 24,351 | $3.98M | 0.33% | −642−2.6% | Reduced |
| Commerce Bank | 24,344 | $3.98M | 0.03% | −485−2.0% | Reduced |
| Monte Financial Group, LLC | 24,251 | $3.96M | 2.00% | −647−2.6% | Reduced |
| Norinchukin Bank, The | 24,166 | $3.95M | 0.09% | −10,882−31.0% | Reduced |
| Bristlecone Advisors, LLC | 23,866 | $3.90M | 0.44% | +395+1.7% | Added |
| Patton Albertson Miller Group, LLC | 23,614 | $3.86M | 0.76% | +393+1.7% | Added |
| Candriam Luxembourg S.C.A. | 23,451 | $3.83M | 0.03% | −856−3.5% | Reduced |
| Freestone Capital Holdings, LLC | 23,127 | $3.78M | 0.20% | −4,494−16.3% | Reduced |
| KCM Investment Advisors LLC | 23,075 | $3.77M | 0.16% | −1,535−6.2% | Reduced |
| Foster & Motley Inc | 22,837 | $3.73M | 0.31% | −337−1.5% | Reduced |
| Verdence Capital Advisors LLC | 22,824 | $3.73M | 0.40% | +6,319+38.3% | Added |
| Chemung Canal Trust Co | 22,485 | $3.67M | 0.84% | −512−2.2% | Reduced |
| HM Payson & Co | 22,290 | $3.64M | 0.09% | −1,434−6.0% | Reduced |
| Hancock Whitney Corp | 22,167 | $3.62M | 0.15% | −47,146−68.0% | Reduced |
| Citizens Business Bank | 21,673 | $3.54M | 0.83% | −809−3.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,582 | $3.52M | 0.12% | −479−2.2% | Reduced |
| J. W. Coons Advisors, LLC | 21,350 | $3.49M | 1.01% | −1,200−5.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,313 | $3.48M | 0.35% | +442+2.1% | Added |
| Gulf International Bank (UK) Ltd | 21,136 | $3.45M | 0.10% | −2,211−9.5% | Reduced |
| Advisor Partners II, LLC | 21,099 | $3.45M | 0.14% | +2,359+12.6% | Added |
| MML Investors Services, LLC | 21,038 | $3.44M | 0.02% | −889−4.1% | Reduced |
| British Columbia Investment Management Corp | 21,000 | $3.43M | 0.03% | +133+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 20,990 | $3.43M | 0.08% | −264−1.2% | Reduced |
| JustInvest LLC | 20,978 | $3.43M | 0.10% | −2,345−10.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,958 | $3.42M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,730 | $3.38M | 0.05% | +25+0.1% | Added |
| Commerzbank Aktiengesellschaft | 20,652 | $3.37M | 0.16% | +152+0.7% | Added |
| Culbertson A N & Co Inc | 20,591 | $3.36M | 0.67% | −40−0.2% | Reduced |
| Pinnacle Associates Ltd | 20,559 | $3.36M | 0.06% | −193−0.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.29M | 0.79% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.29M | 2.14% | 00.0% | Unchanged |
| FIL Ltd | 20,043 | $3.27M | 0.00% | +40.0% | Added |
| Duality Advisers, LP | 20,016 | $3.27M | 0.40% | +16,228+428.4% | Added |
| Avantax Advisory Services, Inc. | 19,852 | $3.24M | 0.04% | +5,575+39.0% | Added |
| Rockefeller Capital Management L.P. | 19,710 | $3.22M | 0.01% | +2,446+14.2% | Added |
| Meridian Investment Counsel Inc. | 19,401 | $3.17M | 1.19% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,332 | $3.16M | 0.10% | +325+1.7% | Added |
| Peapack Gladstone Financial Corp | 19,136 | $3.13M | 0.06% | −608−3.1% | Reduced |
| Agf Management Ltd | 19,111 | $3.12M | 0.02% | −1,004−5.0% | Reduced |
| Jump Financial, LLC | 19,056 | $3.11M | 0.12% | +17,485+1,113.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,770 | $3.07M | 0.14% | +7,165+61.7% | Added |
| Tower Research Capital LLC (TRC) | 18,652 | $3.05M | 0.10% | −9,585−33.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,586 | $3.04M | 0.05% | −11,830−38.9% | Reduced |
| Stephens Inc | 18,497 | $3.02M | 0.06% | +618+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,127 | $2.96M | 0.01% | +18,127 | New |
| Penobscot Investment Management Company, Inc. | 18,092 | $2.95M | 0.40% | +3,705+25.8% | Added |
| Slow Capital, Inc. | 18,062 | $2.95M | 0.54% | +788+4.6% | Added |
| Kentucky Retirement Systems | 17,915 | $2.93M | 0.10% | −656−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 17,729 | $2.90M | 0.04% | −300−1.7% | Reduced |
| First National Trust Co | 17,690 | $2.89M | 0.14% | −11,268−38.9% | Reduced |
| Argent Trust Co | 17,644 | $2.88M | 0.16% | +885+5.3% | Added |
| Maryland State Retirement & Pension System | 17,605 | $2.88M | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,549 | $2.87M | 0.03% | +4,415+33.6% | Added |
| Raymond James Trust N.A. | 17,395 | $2.84M | 0.08% | −1,612−8.5% | Reduced |
| Lee Danner & Bass Inc | 17,390 | $2.84M | 0.26% | +1,807+11.6% | Added |
| CIBC Private Wealth Group, LLC | 17,044 | $2.78M | 0.01% | −51−0.3% | Reduced |
| Fulton Bank, N.A. | 16,957 | $2.77M | 0.14% | −41−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 16,833 | $2.75M | 0.20% | 00.0% | Unchanged |
| Applied Capital LLC | 16,822 | $2.75M | 2.74% | −189−1.1% | Reduced |
| Principle Wealth Partners LLC | 16,751 | $2.74M | 0.27% | +280+1.7% | Added |
| Crossmark Global Holdings, Inc. | 16,821 | $2.73M | 0.06% | −1,005−5.6% | Reduced |
| Cinctive Capital Management LP | 16,629 | $2.72M | 0.15% | +16,629 | New |
| Miracle Mile Advisors, LLC | 16,613 | $2.71M | 0.08% | −200−1.2% | Reduced |
| Toroso Investments, LLC | 16,487 | $2.69M | 0.08% | −674−3.9% | Reduced |
| Ostrum Asset Management | 16,442 | $2.69M | 0.25% | +1,645+11.1% | Added |
| Atria Investments LLC | 16,440 | $2.68M | 0.05% | −1,819−10.0% | Reduced |
| Securian Asset Management, Inc | 16,421 | $2.68M | 0.08% | −2,618−13.8% | Reduced |
| Jefferies Financial Group Inc. | 16,321 | $2.67M | 0.07% | −4,417−21.3% | Reduced |
| Eagle Rock Investment Company, LLC | 16,117 | $2.63M | 0.60% | +3,048+23.3% | Added |
| 1st Source Bank | 15,916 | $2.60M | 0.18% | +79+0.5% | Added |
| Romano Brothers and Company | 15,781 | $2.58M | 0.40% | +50.0% | Added |
| Hartford Investment Management Co | 15,762 | $2.57M | 0.10% | −632−3.9% | Reduced |
| Liberty One Investment Management, LLC | 15,629 | $2.55M | 0.37% | +974+6.6% | Added |
| Moran Wealth Management, LLC | 15,614 | $2.55M | 0.10% | −1,457−8.5% | Reduced |
| Lincoln Capital LLC | 15,604 | $2.55M | 0.67% | −50.0% | Reduced |