Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Travelers Companies, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of TRV: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,259181,333+92
Shares186.2M391.1K189.6M+3.76M (+2.0%)
Value$30.5B$63.9M$36.0B+$5.58B (+18.3%)

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (193)

Institutions that held Travelers Companies, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 193 by value.

Institutions new to TRV in Q4 2023
InstitutionSharesValue% of portfolio
Aware Super Pty Ltd as trustee of Aware Super98,883$28.7M0.39%
Susquehanna Portfolio Strategies, LLC124,631$23.7M0.42%
Cantor Fitzgerald Investment Adviser L.P.81,427$15.5M1.20%
GLOBALT Investments LLC60,222$11.5M0.48%
Pathstone Holdings, LLC56,105$10.7M0.06%
Retirement Systems of Alabama50,337$9.59M0.04%
Degroof Petercam Asset Management37,700$7.18M0.09%
Schroder Investment Management Group31,099$5.92M0.01%
Compagnie Lombard Odier SCmA27,000$5.14M0.10%
Hilltop Holdings Inc.19,383$3.69M0.42%
Arvest Investments, Inc.18,519$3.53M0.57%
Lighthouse Investment Partners, LLC16,035$3.05M0.22%
Varma Mutual Pension Insurance Co12,200$2.32M0.03%
Worth Asset Management, LLC11,553$2.20M1.57%
Strategic Planning Group, LLC11,472$2.19M0.72%
Icon Wealth Advisors, LLC10,861$2.07M0.22%
Focus Financial Network Inc10,357$1.97M0.07%
Weaver Capital Management LLC10,300$1.96M0.79%
Savoie Capital LLC10,000$1.90M0.44%
Beacon Financial Group8,408$1.60M0.20%
Atlantic Edge Private Wealth Management, LLC8,145$1.55M0.63%
Quadcap Wealth Management, LLC7,567$1.44M0.37%
Groupama Asset Managment10,001$1.37M0.04%
HighPoint Advisor Group LLC6,029$1.36M0.10%
First Trust Investment Solutions L.P.6,352$1.21M0.25%
FJ Investments, LLC5,719$1.09M0.05%
Colony Group, LLC5,487$1.04M0.01%
J.W. Cole Advisors, Inc.4,720$899.1K0.05%
Concord Asset Management, LLC4,713$897.8K0.26%
Nomura Holdings Inc4,590$874.3K0.01%
Berkeley Capital Partners, LLC4,151$790.7K0.26%
Stratos Wealth Partners, LTD.3,877$738.6K0.01%
GTS Securities LLC3,821$727.9K0.02%
Quantbot Technologies LP3,776$719.3K0.04%
Saxon Interests, Inc.3,004$572.2K0.29%
Cidel Asset Management Inc2,935$559.1K0.02%
SageView Advisory Group, LLC2,391$510.6K0.02%
Rinkey Investments2,675$509.6K0.20%
Orrstown Financial Services Inc2,564$488.4K0.39%
EP Wealth Advisors, LLC2,563$488.3K0.01%
HTLF Bank2,543$484.4K0.06%
Level Four Advisory Services, LLC2,433$463.5K0.03%
Scissortail Wealth Management, LLC2,113$446.1K0.14%
Lake Street Advisors Group, LLC2,262$430.9K0.02%
Evernest Financial Advisors, LLC2,255$429.6K0.22%
Seamount Financial Group Inc2,154$410.3K0.39%
Defined Wealth Management, LLC1,961$373.6K0.29%
Grantham, Mayo, Van Otterloo & Co. LLC1,942$369.9K0.00%
Mather Group, LLC.1,854$353.2K0.01%
Corton Capital Inc.1,851$352.6K0.11%
Central Valley Advisors, LLC1,838$350.1K0.21%
Rothschild Investment LLC1,781$339.3K0.03%
Sippican Capital Advisors1,772$337.5K0.26%
Custom Index Systems, LLC1,768$336.8K0.21%
Adviser Investments LLC1,760$335.3K0.00%
Sanibel Captiva Trust Company, Inc.1,745$332.4K0.01%
Trueblood Wealth Management, LLC1,692$322.3K0.20%
Drive Wealth Management, LLC1,682$320.3K0.10%
Dechtman Wealth Management, LLC1,651$314.0K0.08%
Everpar Advisors LLC1,647$313.7K0.15%
GAMMA Investing LLC1,454$307.3K0.08%
Foundations Investment Advisors, LLC1,445$306.5K0.01%
Patrick M Sweeney & Associates, Inc1,586$302.1K0.28%
Atomi Financial Group, Inc.1,580$301.0K0.04%
Simplex Trading, LLC1,579$300.0K0.01%
Prime Capital Investment Advisors, LLC1,571$299.3K0.00%
NBT Bank N A1,557$296.6K0.02%
Morningstar Investment Services LLC1,551$294.0K0.00%
Concurrent Investment Advisors, LLC1,520$289.4K0.01%
G2 Capital Management, LLC1,516$288.8K0.10%
Renaissance Group LLC1,508$287.0K0.01%
DAGCO, Inc.1,506$286.9K0.26%
Dynamic Wealth Strategies, LLC1,506$286.9K0.26%
Premier Path Wealth Partners, LLC1,458$277.7K0.06%
Mitchell Sinkler & Starr1,456$277.4K0.05%
Advisors Capital Management, LLC1,444$275.0K0.01%
One + One Wealth Management, LLC1,910$272.0K0.17%
Cornell Pochily Investment Advisors, Inc.1,413$269.2K0.11%
Cornerstone Wealth Management, LLC1,394$265.5K0.02%
Chicago Partners Investment Group LLC1,241$261.9K0.01%
Principal Securities, Inc.1,354$257.9K0.01%
Penn Davis McFarland Inc1,344$256.0K0.04%
Aspiriant, LLC1,344$256.0K0.01%
Cape Ann Savings Bank1,200$253.6K0.17%
Monument Capital Management1,330$253.4K0.08%
Capital Investment Advisors, LLC1,329$253.1K0.01%
Trust Point Inc.1,325$252.4K0.02%
Naples Money Management LLC1,323$252.0K0.24%
Skopos Labs, Inc.1,287$245.2K0.12%
West Family Investments, Inc.1,278$243.4K0.08%
StoneX Group Inc.1,233$234.9K0.02%
SPC Financial, Inc.1,226$233.6K0.02%
PFG Advisors1,224$233.2K0.02%
Ariston Services Group1,220$232.4K0.23%
CRA Financial Services, LLC1,215$231.4K0.06%
West Coast Financial LLC1,209$230.3K0.03%
Sax Wealth Advisors, LLC1,208$230.2K0.04%
Builder Investment Group Inc1,200$228.6K0.08%
Herold Advisors, Inc.1,200$228.6K0.06%
Childress Capital Advisors, LLC1,198$228.2K0.07%

Sold out (101)

Institutions that held Travelers Companies, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of TRV in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Jupiter Asset Management Ltd302,271$49.4M
Twinbeech Capital LP285,078$46.6M
Prana Capital Management, LP202,658$33.1M
Cubist Systematic Strategies, LLC200,371$32.7M
Tudor Investment Corp Et Al126,944$20.7M
Cantor Fitzgerald, L. P.84,834$13.9M
Two Sigma Advisers, LP79,000$12.9M
Susquehanna Fundamental Investments, LLC52,923$8.64M
First Manhattan Co45,844$7.49M
Pinebridge Investments, L.P.39,251$6.41M
Campbell & CO Investment Adviser LLC34,381$5.61M
ExodusPoint Capital Management, LP30,603$5.00M
Northwest Bancshares, Inc.29,730$4.86M
Bristlecone Advisors, LLC23,866$3.90M
Duality Advisers, LP20,016$3.27M
Cinctive Capital Management LP16,629$2.72M
Atria Investments LLC16,440$2.68M
Jefferies Financial Group Inc.16,321$2.67M
FORA Capital, LLC15,274$2.49M
Occudo Quantitative Strategies LP15,136$2.47M
Point72 Middle East FZE12,226$2.00M
Teza Capital Management LLC11,893$1.94M
Cohen Lawrence B11,107$1.81M
Banque Pictet & Cie SA10,783$1.76M
Railway Pension Investments Ltd9,534$1.56M
Connolly Sarah T.9,352$1.53M
Edgestream Partners, L.P.8,106$1.32M
Two Sigma Securities, LLC7,899$1.29M
Bayesian Capital Management, LP7,153$1.17M
Magnetar Financial LLC6,993$1.14M
Oak Thistle LLC6,971$1.14M
Walleye Trading LLC6,597$1.08M
Beacon Investment Advisory Services, Inc.6,347$1.04M
Ally Financial Inc.6,200$1.01M
Members Capital Advisors Inc5,889$961.7K
Capstone Investment Advisors, LLC5,880$960.3K
Viawealth, LLC5,667$925.5K
Rosenbaum Jay D.5,582$911.6K
Inceptionr LLC5,074$828.6K
MQS Management LLC5,051$824.9K
Axq Capital, LP4,800$783.9K
Toews Corp4,600$751.2K
Old Mission Capital LLC4,544$742.1K
CenterBook Partners LP4,513$737.0K
Machina Capital S.A.S.4,505$735.7K
Stokes Family Office, LLC4,378$715.0K
Fox Run Management, L.L.C.3,968$648.0K
Connecticut Wealth Management, LLC3,912$638.8K
Versor Investments LP3,904$637.6K
Empirical Asset Management, LLC3,616$590.6K
XTX Topco Ltd3,360$548.7K
Cambria Investment Management, L.P.3,320$542.2K
Aigen Investment Management, LP3,309$540.4K
IFG Advisory, LLC2,656$433.8K
Echo Street Capital Management LLC2,619$427.7K
Pearl River Capital, LLC2,506$409.3K
Buckingham Strategic Partners2,347$383.3K
Landscape Capital Management, L.L.C.2,314$377.9K
Centiva Capital, LP2,237$365.3K
Boothbay Fund Management, LLC2,213$361.4K
Meeder Asset Management Inc2,189$357.5K
Vicus Capital2,131$348.1K
1620 Investment Advisors, Inc.2,091$341.5K
Benedetti & Gucer, Inc.2,053$335.3K
First Citizens Bank & Trust Co2,012$328.6K
Paloma Partners Management Co1,989$324.8K
Boit C F David2,000$324.5K
Nwam LLC1,881$307.2K
Mirabella Financial Services LLP1,652$269.8K
Eudaimonia Partners, LLC1,587$259.2K
Chicago Trust Co NA1,529$249.7K
Mutual Advisors, LLC1,446$236.1K
Virginia Wealth Management Group, Inc.1,418$231.6K
Wedgewood Investors Inc1,320$215.6K
Gateway Advisory, LLC1,304$212.9K
PEAK6 Investments LLC1,219$199.1K
Headlands Technologies LLC943$154.0K
Legacy Financial Group LLC608$99.3K
Aquatic Capital Management LLC400$65.0K
Ameliora Wealth Management Ltd.274$44.7K
RVW Wealth, LLC206$33.6K
AM Squared Ltd200$32.7K
Flaharty Asset Management, LLC156$25.5K
Magnolia Capital Management Ltd108$18.0K
Baker Avenue Asset Management, LP109$17.8K
Headinvest, LLC100$16.2K
Carmel Capital Partners, LLC91$14.9K
Riverview Trust Co82$13.4K
Thomas J. Herzfeld Advisors, Inc.54$8.82K
LFA - Lugano Financial Advisors SA39$6.37K
Truvestments Capital LLC34$5.55K
SkyView Investment Advisors, LLC30$5.00K
Milestone Investment Advisors LLC23$3.76K
Authentikos Wealth Advisory, LLC13$2.12K
Register Financial Advisors LLC10$1.64K
Front Row Advisors LLC9$1.47K
Perkins Coie Trust Co7$1.14K
Centerpoint Advisors, LLC9$1.00K
HHM Wealth Advisors, LLC4$654
GoalVest Advisory LLC3$490

Not filed for Q4 2023 yet (18)

Institutions that held Travelers Companies, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al180,000$29.4M
First Republic Investment Management, Inc.109,678$17.9M
Pathstone Family Office, LLC32,441$5.30M
Advisor Partners II, LLC21,099$3.45M
Comerica Securities,inc.8,257$1.35M
Icon Wealth Partners, LLC7,177$1.17M
Gyroscope Capital Management Group, LLC7,101$1.16M
Focus Financial Network, Inc.6,147$1.00M
Colony Group LLC5,189$847.0K
Tradewinds, LLC.3,853$629.2K
Lewis Capital Management, LLC2,899$473.4K
Steward Financial Group LLC2,764$447.0K
Mark Stevens2,611$426.4K
Ropes Wealth Advisors LLC1,712$279.6K
Sutton Wealth Advisors Inc.141$23.0K
Foster Dykema Cabot & Co Inc66$11.0K
KB Financial Partners, LLC12$2.00K
Column Capital Advisors, LLC3$490