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
- 1,259
- −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
- 484 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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 15,474 | $2.53M | 0.05% | −143−0.9% | Reduced |
| Burney Co | 15,415 | $2.52M | 0.12% | −30,587−66.5% | Reduced |
| FORA Capital, LLC | 15,274 | $2.49M | 0.22% | +1,426+10.3% | Added |
| BKD Wealth Advisors, LLC | 15,261 | $2.49M | 0.08% | −7,653−33.4% | Reduced |
| Gotham Asset Management, LLC | 15,209 | $2.48M | 0.05% | +899+6.3% | Added |
| Occudo Quantitative Strategies LP | 15,136 | $2.47M | 0.32% | +15,136 | New |
| Empire Financial Management Company, LLC | 14,948 | $2.44M | 1.06% | +91+0.6% | Added |
| MAI Capital Management | 14,911 | $2.44M | 0.04% | +600+4.2% | Added |
| Unison Advisors LLC | 14,893 | $2.43M | 0.29% | +84+0.6% | Added |
| Wunderlich Capital Managemnt | 14,786 | $2.41M | 1.19% | −31−0.2% | Reduced |
| Pacer Advisors, Inc. | 14,768 | $2.41M | 0.01% | +359+2.5% | Added |
| TownSquare Capital, LLC | 14,624 | $2.39M | 0.04% | −136−0.9% | Reduced |
| Louisiana State Employees Retirement System | 14,200 | $2.32M | 0.05% | −100−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,888 | $2.27M | 0.09% | +240+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 13,800 | $2.25M | 0.01% | +174+1.3% | Added |
| Acadian Asset Management LLC | 13,729 | $2.24M | 0.01% | −15,762−53.4% | Reduced |
| Cullinan Associates Inc | 13,650 | $2.23M | 0.13% | −7,100−34.2% | Reduced |
| Siemens Fonds Invest GmbH | 13,619 | $2.22M | 0.23% | −1,688−11.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,608 | $2.22M | 0.23% | +7,891+138.0% | Added |
| Pinnacle Financial Partners Inc | 13,494 | $2.20M | 0.06% | −231−1.7% | Reduced |
| Rossmore Private Capital | 13,470 | $2.20M | 0.33% | −150−1.1% | Reduced |
| Horizon Investments, LLC | 13,444 | $2.20M | 0.07% | +1,391+11.5% | Added |
| Fifth Third Bancorp | 13,378 | $2.18M | 0.01% | +2,394+21.8% | Added |
| Kingsview Wealth Management, LLC | 13,285 | $2.17M | 0.08% | −1,301−8.9% | Reduced |
| Acropolis Investment Management, LLC | 13,144 | $2.15M | 0.17% | −163−1.2% | Reduced |
| Garner Asset Management Corp | 13,120 | $2.14M | 1.28% | −68−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,109 | $2.14M | 0.14% | +178+1.4% | Added |
| Canandaigua National Bank & Trust Co | 12,897 | $2.11M | 0.34% | −96−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 12,481 | $2.04M | 0.10% | +54+0.4% | Added |
| Metis Global Partners, LLC | 12,448 | $2.03M | 0.10% | +1,724+16.1% | Added |
| Advisory Services Network, LLC | 12,435 | $2.03M | 0.05% | +258+2.1% | Added |
| 1832 Asset Management L.P. | 12,352 | $2.02M | 0.00% | +473+4.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,334 | $2.01M | 1.32% | +54+0.4% | Added |
| Point72 Middle East FZE | 12,226 | $2.00M | 0.12% | −23,122−65.4% | Reduced |
| Delta Financial Advisors LLC | 12,031 | $1.96M | 0.89% | +50.0% | Added |
| New Mexico Educational Retirement Board | 11,978 | $1.96M | 0.08% | +800+7.2% | Added |
| Teza Capital Management LLC | 11,893 | $1.94M | 0.32% | −5,100−30.0% | Reduced |
| Compass Wealth Management LLC | 11,800 | $1.93M | 0.61% | −216−1.8% | Reduced |
| Thrivent Financial for Lutherans | 11,362 | $1.85M | 0.00% | −183−1.6% | Reduced |
| HB Wealth Management, LLC | 11,305 | $1.85M | 0.03% | +722+6.8% | Added |
| Wealthfront Advisers LLC | 11,160 | $1.82M | 0.01% | −4,991−30.9% | Reduced |
| Cohen Lawrence B | 11,107 | $1.81M | 1.22% | +540+5.1% | Added |
| Tower Bridge Advisors | 10,878 | $1.78M | 0.16% | +168+1.6% | Added |
| Evercore Wealth Management, LLC | 10,826 | $1.77M | 0.03% | −426−3.8% | Reduced |
| Banque Pictet & Cie SA | 10,783 | $1.76M | 0.02% | −2,878−21.1% | Reduced |
| Peddock Capital Advisors, LLC | 10,776 | $1.76M | 0.59% | +33+0.3% | Added |
| Kinneret Advisory, LLC | 10,762 | $1.76M | 0.22% | −6−0.1% | Reduced |
| Sigma Planning Corp | 10,710 | $1.75M | 0.07% | +13+0.1% | Added |
| E. Ohman J:or Asset Management AB | 10,692 | $1.75M | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,684 | $1.74M | 0.70% | −75−0.7% | Reduced |
| Twin Capital Management Inc | 10,656 | $1.74M | 0.25% | −716−6.3% | Reduced |
| NewEdge Wealth, LLC | 10,598 | $1.73M | 0.05% | +2,368+28.8% | Added |
| GSB Wealth Management, LLC | 10,404 | $1.70M | 0.57% | +2,005+23.9% | Added |
| D.A. Davidson & Co. | 10,389 | $1.70M | 0.02% | −374−3.5% | Reduced |
| Summit Global Investments | 10,282 | $1.68M | 0.11% | +7,762+308.0% | Added |
| Montag A & Associates Inc | 10,266 | $1.68M | 0.11% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 10,254 | $1.67M | 0.78% | −1,067−9.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.66M | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 9,900 | $1.66M | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9,891 | $1.65M | 0.02% | +9,734+6,200.0% | Added |
| Stonegate Investment Group, LLC | 10,114 | $1.65M | 0.06% | −4,392−30.3% | Reduced |
| Savant Capital, LLC | 10,012 | $1.64M | 0.02% | +2,222+28.5% | Added |
| Everence Capital Management Inc | 9,983 | $1.63M | 0.13% | +2,750+38.0% | Added |
| Exeter Financial, LLC | 9,949 | $1.62M | 0.86% | +263+2.7% | Added |
| Ontario Teachers Pension Plan Board | 9,902 | $1.62M | 0.02% | −211−2.1% | Reduced |
| Horiko Capital Management LLC | 9,897 | $1.62M | 0.89% | +614+6.6% | Added |
| Wesleyan Assurance Society | 9,740 | $1.59M | 0.18% | 00.0% | Unchanged |
| National Asset Management, Inc. | 9,695 | $1.58M | 0.04% | −2,677−21.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 9,688 | $1.58M | 0.15% | +9,688 | New |
| Levin Capital Strategies, L.P. | 9,652 | $1.58M | 0.20% | −2,000−17.2% | Reduced |
| Wetherby Asset Management Inc | 9,617 | $1.57M | 0.09% | −670−6.5% | Reduced |
| FDx Advisors, Inc. | 9,604 | $1.57M | 0.13% | −10,871−53.1% | Reduced |
| Parsons Capital Management Inc | 9,596 | $1.57M | 0.12% | −600−5.9% | Reduced |
| Railway Pension Investments Ltd | 9,534 | $1.56M | 0.02% | −13,300−58.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,525 | $1.56M | 0.08% | −255−2.6% | Reduced |
| Metropolitan Life Insurance Co | 9,472 | $1.55M | 0.08% | −594−5.9% | Reduced |
| BancorpSouth Bank | 9,420 | $1.54M | 0.14% | −66−0.7% | Reduced |
| Bessemer Group Inc | 9,399 | $1.53M | 0.00% | −539−5.4% | Reduced |
| Greenleaf Trust | 9,385 | $1.53M | 0.02% | −113−1.2% | Reduced |
| Arrow Financial Corp | 9,373 | $1.53M | 0.18% | +73+0.8% | Added |
| Madison Asset Management, LLC | 9,369 | $1.53M | 0.02% | −72,417−88.5% | Reduced |
| WBH Advisory Inc | 9,354 | $1.53M | 0.19% | +35+0.4% | Added |
| Connolly Sarah T. | 9,352 | $1.53M | 1.01% | −45−0.5% | Reduced |
| Financial Advisory Service, Inc. | 9,348 | $1.53M | 0.16% | +9,348 | New |
| Cetera Investment Advisers | 9,288 | $1.52M | 0.01% | −1,089−10.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,243 | $1.51M | 0.23% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,189 | $1.50M | 0.10% | +1,330+16.9% | Added |
| Cornerstone Advisors, LLC | 9,100 | $1.49M | 0.07% | +9,100 | New |
| 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 |
| Arden Trust Co | 8,780 | $1.43M | 0.24% | −352−3.9% | Reduced |
| South Dakota Investment Council | 8,695 | $1.42M | 0.03% | −600−6.5% | Reduced |
| TD Private Client Wealth LLC | 8,571 | $1.40M | 0.06% | +596+7.5% | Added |
| Dakota Wealth Management | 8,560 | $1.40M | 0.06% | +1,289+17.7% | Added |
| Ieq Capital, LLC | 8,548 | $1.40M | 0.03% | +267+3.2% | Added |
| Old National Bancorp | 8,521 | $1.39M | 0.04% | −83−1.0% | Reduced |
| Nixon Peabody Trust Co | 8,503 | $1.39M | 1.16% | +344+4.2% | Added |
| Argent Advisors, Inc. | 9,507 | $1.39M | 0.63% | +1,627+20.6% | Added |
| CoreCap Advisors, LLC | 8,497 | $1.39M | 0.10% | +293+3.6% | Added |
| Naples Global Advisors, LLC | 8,450 | $1.38M | 0.17% | −150−1.7% | Reduced |