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.
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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 8,448 | $1.38M | 0.41% | +1,032+13.9% | Added |
| Community Bank, N.A. | 8,340 | $1.36M | 0.19% | −250−2.9% | Reduced |
| Empirical Finance, LLC | 8,269 | $1.35M | 0.10% | +688+9.1% | Added |
| Comerica Securities,inc. | 8,257 | $1.35M | 0.11% | −217−2.6% | Reduced |
| Founders Financial Securities LLC | 8,235 | $1.34M | 0.17% | +1,384+20.2% | Added |
| Accredited Investors Inc. | 8,226 | $1.34M | 0.10% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 8,134 | $1.33M | 0.08% | +22+0.3% | Added |
| Lincoln National Corp | 8,109 | $1.32M | 0.03% | +2,653+48.6% | Added |
| Edgestream Partners, L.P. | 8,106 | $1.32M | 0.11% | −3,433−29.8% | Reduced |
| Nilsine Partners, LLC | 8,095 | $1.32M | 0.20% | −62−0.8% | Reduced |
| Ancora Advisors, LLC | 8,067 | $1.32M | 0.04% | 00.0% | Unchanged |
| Benin Management CORP | 8,015 | $1.31M | 0.49% | −150−1.8% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $1.31M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,999 | $1.31M | 0.10% | −292−3.5% | Reduced |
| Pensionfund Sabic | 8,000 | $1.31M | 0.46% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,994 | $1.31M | 0.05% | +645+8.8% | Added |
| FRG Family Wealth Advisors LLC | 7,900 | $1.29M | 0.29% | −375−4.5% | Reduced |
| Two Sigma Securities, LLC | 7,899 | $1.29M | 0.06% | +4,192+113.1% | Added |
| Desjardins Global Asset Management Inc. | 7,837 | $1.28M | 0.14% | −555−6.6% | Reduced |
| Park Avenue Securities LLC | 7,825 | $1.28M | 0.02% | +7,825 | New |
| Vestmark Advisory Solutions, Inc. | 7,778 | $1.27M | 0.09% | −27,863−78.2% | Reduced |
| Tectonic Advisors LLC | 7,717 | $1.26M | 0.12% | +343+4.7% | Added |
| Avalon Trust Co | 7,710 | $1.26M | 0.12% | +760+10.9% | Added |
| Bokf, NA | 7,476 | $1.25M | 0.03% | −1,273−14.6% | Reduced |
| Unigestion Holding SA | 7,575 | $1.24M | 0.08% | −3,603−32.2% | Reduced |
| David Loasby | 7,585 | $1.23M | 0.14% | −20.0% | Reduced |
| Academy Capital Management Inc | 7,535 | $1.23M | 0.26% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,534 | $1.23M | 0.03% | −921−10.9% | Reduced |
| We Are One Seven, LLC | 7,527 | $1.23M | 0.10% | −583−7.2% | Reduced |
| Tevis Investment Management | 7,504 | $1.23M | 1.24% | +39+0.5% | Added |
| Empowered Funds, LLC | 7,500 | $1.22M | 0.04% | +525+7.5% | Added |
| Jacobi Capital Management LLC | 7,463 | $1.22M | 0.14% | +18+0.2% | Added |
| Canvas Wealth Advisors, LLC | 7,482 | $1.21M | 0.50% | −215−2.8% | Reduced |
| 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 |
| Bridgewater Associates, LP | 7,293 | $1.19M | 0.01% | +286+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,227 | $1.18M | 0.03% | −59−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,182 | $1.17M | 0.09% | +20.0% | Added |
| Icon Wealth Partners, LLC | 7,177 | $1.17M | 0.13% | −7,506−51.1% | Reduced |
| ProVise Management Group, LLC | 7,155 | $1.17M | 0.11% | +466+7.0% | Added |
| Bayesian Capital Management, LP | 7,153 | $1.17M | 0.13% | −5,500−43.5% | Reduced |
| Parallel Advisors, LLC | 7,123 | $1.16M | 0.04% | −1,751−19.7% | Reduced |
| Cetera Advisors LLC | 7,122 | $1.16M | 0.02% | +338+5.0% | Added |
| Continuum Advisory, LLC | 7,115 | $1.16M | 0.19% | +2,308+48.0% | Added |
| Moors & Cabot, Inc. | 7,105 | $1.16M | 0.08% | +977+15.9% | Added |
| Gyroscope Capital Management Group, LLC | 7,101 | $1.16M | 0.27% | +3,915+122.9% | Added |
| Sumitomo Life Insurance Co | 7,099 | $1.16M | 0.03% | −106−1.5% | Reduced |
| Veriti Management LLC | 7,070 | $1.15M | 0.13% | +386+5.8% | Added |
| Gifford Fong Associates | 7,000 | $1.14M | 0.27% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,993 | $1.14M | 0.03% | −11,077−61.3% | Reduced |
| Venture Visionary Partners LLC | 6,990 | $1.14M | 0.07% | −276−3.8% | Reduced |
| Oak Thistle LLC | 6,971 | $1.14M | 0.34% | +3,971+132.4% | Added |
| Profund Advisors LLC | 6,931 | $1.13M | 0.06% | −32−0.5% | Reduced |
| SYSTM Wealth Solutions LLC | 6,916 | $1.13M | 0.17% | +6,916 | New |
| Atlantic Union Bankshares Corp | 6,915 | $1.13M | 0.12% | +90+1.3% | Added |
| Eagle Capital Management LLC | 6,900 | $1.13M | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,882 | $1.12M | 0.12% | +1,159+20.3% | Added |
| NEOS Investment Management LLC | 6,876 | $1.12M | 0.14% | +6,876 | New |
| Vaughan David Investments LLC | 6,815 | $1.11M | 0.03% | 00.0% | Unchanged |
| Ballast, Inc. | 6,781 | $1.11M | 0.44% | +123+1.8% | Added |
| Courier Capital LLC | 6,673 | $1.09M | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,597 | $1.08M | 0.03% | +6,597 | New |
| Resources Management Corp | 6,592 | $1.08M | 0.18% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,512 | $1.06M | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 6,047 | $1.06M | 0.40% | +2,140+54.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,455 | $1.05M | 0.01% | +2,354+57.4% | Added |
| Signaturefd, LLC | 6,383 | $1.04M | 0.03% | +242+3.9% | Added |
| Flputnam Investment Management Co | 6,366 | $1.04M | 0.03% | −498−7.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,347 | $1.04M | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 6,306 | $1.03M | 0.03% | −2,088−24.9% | Reduced |
| Cubic Asset Management, LLC | 6,244 | $1.02M | 0.28% | −67−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 6,221 | $1.02M | 0.02% | +70+1.1% | Added |
| Ally Financial Inc. | 6,200 | $1.01M | 0.15% | +6,200 | New |
| Bard Financial Services, Inc. | 6,185 | $1.01M | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,160 | $1.01M | 0.12% | +44+0.7% | Added |
| Focus Financial Network, Inc. | 6,147 | $1.00M | 0.06% | +395+6.9% | Added |
| Dynamic Advisor Solutions LLC | 6,126 | $1.00M | 0.05% | +371+6.4% | Added |
| Lowe Brockenbrough & Co Inc | 6,095 | $995.4K | 0.08% | −2,037−25.0% | Reduced |
| Institute for Wealth Management, LLC. | 6,080 | $992.9K | 0.18% | −70−1.1% | Reduced |
| Westpac Banking Corp | 6,076 | $992.3K | 0.07% | −11,158−64.7% | Reduced |
| Tocqueville Asset Management L.P. | 5,990 | $978.2K | 0.02% | −60−1.0% | Reduced |
| BSW Wealth Partners | 5,965 | $974.1K | 0.22% | +27+0.5% | Added |
| Elmwood Wealth Management, Inc. | 5,957 | $972.8K | 0.47% | +16+0.3% | Added |
| MB, Levis & Associates, LLC | 5,935 | $969.3K | 0.63% | +20.0% | Added |
| Northern Financial Advisors Inc | 5,932 | $968.8K | 0.89% | −301−4.8% | Reduced |
| Aureus Asset Management, LLC | 5,930 | $968.4K | 0.08% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 5,889 | $961.7K | 1.19% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,880 | $960.3K | 0.03% | +4,930+518.9% | Added |
| Smith, Salley & Associates | 5,866 | $958.0K | 0.07% | +5,866 | New |
| Snowden Capital Advisors LLC | 5,840 | $953.7K | 0.04% | −434−6.9% | Reduced |
| Fiduciary Trust Co | 5,800 | $947.2K | 0.02% | −20.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,777 | $943.4K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,756 | $940.0K | 0.09% | −191−3.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,715 | $933.4K | 0.07% | +56+1.0% | Added |
| Banque Cantonale Vaudoise | 5,668 | $926.0K | 0.05% | +1,447+34.3% | Added |
| Viawealth, LLC | 5,667 | $925.5K | 0.68% | +5,667 | New |
| Rosenbaum Jay D. | 5,582 | $911.6K | 1.53% | −15−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,510 | $899.8K | 0.15% | +5,510 | New |
| Blueshift Asset Management, LLC | 5,503 | $898.7K | 0.53% | −5,118−48.2% | Reduced |
| Union Savings Bank | 5,503 | $898.7K | 0.56% | 00.0% | Unchanged |