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, Q4 2023
Institutional positions in Travelers Companies, Inc. as of Dec 31, 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
- 1,333
- +92 vs. Q3 2023
- Shares held
- 189.6M
- +3.76M (+2.0%) vs. Q3 2023
- Total value
- $36.0B
- +$5.58B (+18.3%) vs. Q3 2023
- New holders
- 193
- 440 more added
- Sold out
- 101
- 462 more reduced
18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 10,920 | $2.08M | 0.03% | +94+0.9% | Added |
| HB Wealth Management, LLC | 11,251 | $2.14M | 0.03% | −54−0.5% | Reduced |
| Horizon Investments, LLC | 11,356 | $2.16M | 0.06% | −2,088−15.5% | Reduced |
| Wealthfront Advisers LLC | 11,453 | $2.18M | 0.01% | +293+2.6% | Added |
| Strategic Planning Group, LLC | 11,472 | $2.19M | 0.72% | +11,472 | New |
| Worth Asset Management, LLC | 11,553 | $2.20M | 1.57% | +11,553 | New |
| Siemens Fonds Invest GmbH | 11,575 | $2.20M | 0.18% | −2,044−15.0% | Reduced |
| Achmea Investment Management B.V. | 11,685 | $2.23M | 0.05% | −30,241−72.1% | Reduced |
| Metis Global Partners, LLC | 11,754 | $2.24M | 0.09% | −694−5.6% | Reduced |
| Advisory Services Network, LLC | 11,787 | $2.25M | 0.05% | −648−5.2% | Reduced |
| Delta Financial Advisors LLC | 11,922 | $2.27M | 0.98% | −109−0.9% | Reduced |
| Compass Wealth Management LLC | 11,970 | $2.28M | 0.64% | +170+1.4% | Added |
| New Mexico Educational Retirement Board | 11,978 | $2.28M | 0.09% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 12,200 | $2.32M | 0.03% | +12,200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,365 | $2.35M | 1.20% | +31+0.3% | Added |
| FDx Advisors, Inc. | 12,446 | $2.37M | 0.18% | +2,842+29.6% | Added |
| Pinnacle Financial Partners Inc | 12,587 | $2.40M | 0.06% | −907−6.7% | Reduced |
| Azimuth Capital Investment Management LLC | 12,630 | $2.41M | 0.11% | +149+1.2% | Added |
| Horiko Capital Management LLC | 12,742 | $2.42M | 0.87% | +2,845+28.7% | Added |
| Acropolis Investment Management, LLC | 12,954 | $2.45M | 0.17% | −190−1.4% | Reduced |
| Canandaigua National Bank & Trust Co | 13,025 | $2.48M | 0.38% | +128+1.0% | Added |
| Cullinan Associates Inc | 13,150 | $2.50M | 0.14% | −500−3.7% | Reduced |
| Thrivent Financial for Lutherans | 13,230 | $2.52M | 0.01% | +1,868+16.4% | Added |
| Rossmore Private Capital | 13,455 | $2.56M | 0.36% | −15−0.1% | Reduced |
| Garner Asset Management Corp | 12,181 | $2.58M | 1.31% | −939−7.2% | Reduced |
| Renaissance Technologies LLC | 13,572 | $2.58M | 0.00% | −301,600−95.7% | Reduced |
| Banque Cantonale Vaudoise | 13,777 | $2.63M | 0.11% | +8,109+143.1% | Added |
| Louisiana State Employees Retirement System | 13,800 | $2.63M | 0.05% | −400−2.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,800 | $2.63M | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 13,775 | $2.66M | 0.10% | +7,649+124.9% | Added |
| Moran Wealth Management, LLC | 14,016 | $2.67M | 0.09% | −1,598−10.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,098 | $2.69M | 0.09% | +210+1.5% | Added |
| Burney Co | 14,202 | $2.71M | 0.11% | −1,213−7.9% | Reduced |
| First National Trust Co | 14,247 | $2.71M | 0.12% | −3,443−19.5% | Reduced |
| Wunderlich Capital Managemnt | 14,423 | $2.75M | 1.24% | −363−2.5% | Reduced |
| Securian Asset Management, Inc | 14,485 | $2.76M | 0.08% | −1,936−11.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,513 | $2.76M | 0.23% | +905+6.7% | Added |
| BKD Wealth Advisors, LLC | 14,518 | $2.77M | 0.08% | −743−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,753 | $2.81M | 0.16% | +1,644+12.5% | Added |
| Unison Advisors LLC | 14,983 | $2.85M | 0.30% | +90+0.6% | Added |
| Lincoln Capital LLC | 15,080 | $2.87M | 0.70% | −524−3.4% | Reduced |
| Oppenheimer & Co Inc | 15,123 | $2.88M | 0.05% | −351−2.3% | Reduced |
| MAI Capital Management | 15,213 | $2.90M | 0.04% | +302+2.0% | Added |
| Los Angeles Capital Management LLC | 15,220 | $2.90M | 0.01% | −112,610−88.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,270 | $2.91M | 0.04% | −10,226−40.1% | Reduced |
| Empire Financial Management Company, LLC | 15,383 | $2.93M | 1.15% | +435+2.9% | Added |
| Hartford Investment Management Co | 15,464 | $2.95M | 0.11% | −298−1.9% | Reduced |
| 1st Source Bank | 15,566 | $2.97M | 0.18% | −350−2.2% | Reduced |
| Romano Brothers and Company | 15,715 | $2.99M | 0.45% | −66−0.4% | Reduced |
| Applied Capital LLC | 15,897 | $3.03M | 2.79% | −925−5.5% | Reduced |
| Lighthouse Investment Partners, LLC | 16,035 | $3.05M | 0.22% | +16,035 | New |
| Fulton Bank, N.A. | 16,078 | $3.06M | 0.14% | −879−5.2% | Reduced |
| Hancock Whitney Corp | 16,082 | $3.06M | 0.11% | −6,085−27.5% | Reduced |
| Agf Management Ltd | 16,208 | $3.09M | 0.02% | −2,903−15.2% | Reduced |
| Ostrum Asset Management | 16,211 | $3.09M | 0.27% | −231−1.4% | Reduced |
| Eagle Rock Investment Company, LLC | 16,265 | $3.10M | 0.63% | +148+0.9% | Added |
| Ossiam | 16,431 | $3.13M | 0.05% | −10,997−40.1% | Reduced |
| Miracle Mile Advisors, LLC | 16,530 | $3.15M | 0.09% | −83−0.5% | Reduced |
| Liberty One Investment Management, LLC | 16,572 | $3.16M | 0.39% | +943+6.0% | Added |
| Brinker Capital Investments, LLC | 16,573 | $3.19M | 0.04% | +9,240+126.0% | Added |
| Orion Portfolio Solutions, LLC | 16,573 | $3.19M | 0.04% | +9,240+126.0% | Added |
| Osborne Partners Capital Management, LLC | 16,833 | $3.21M | 0.21% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 16,992 | $3.24M | 0.28% | +241+1.4% | Added |
| Crossmark Global Holdings, Inc. | 17,092 | $3.26M | 0.07% | +271+1.6% | Added |
| CIBC Private Wealth Group, LLC | 17,109 | $3.26M | 0.01% | +65+0.4% | Added |
| Lee Danner & Bass Inc | 17,510 | $3.33M | 0.29% | +120+0.7% | Added |
| Maryland State Retirement & Pension System | 17,605 | $3.35M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,870 | $3.40M | 0.06% | +141+0.8% | Added |
| Atria Wealth Solutions, Inc. | 17,886 | $3.41M | 0.04% | +12,548+235.1% | Added |
| Argent Trust Co | 18,029 | $3.43M | 0.17% | +385+2.2% | Added |
| Slow Capital, Inc. | 18,115 | $3.45M | 0.60% | +53+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 18,208 | $3.47M | 1.91% | −13,902−43.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,242 | $3.47M | 0.05% | −344−1.9% | Reduced |
| Kentucky Retirement Systems | 18,274 | $3.48M | 0.11% | +359+2.0% | Added |
| Raymond James Trust N.A. | 18,279 | $3.48M | 0.09% | +884+5.1% | Added |
| Rockefeller Capital Management L.P. | 18,343 | $3.49M | 0.01% | −1,367−6.9% | Reduced |
| Fifth Third Bancorp | 18,482 | $3.52M | 0.01% | +5,104+38.2% | Added |
| Arvest Investments, Inc. | 18,519 | $3.53M | 0.57% | +18,519 | New |
| Penobscot Investment Management Company, Inc. | 18,720 | $3.57M | 0.42% | +628+3.5% | Added |
| Gulf International Bank (UK) Ltd | 18,944 | $3.61M | 0.10% | −2,192−10.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,984 | $3.62M | 0.02% | +857+4.7% | Added |
| Peapack Gladstone Financial Corp | 19,207 | $3.66M | 0.06% | +71+0.4% | Added |
| FIL Ltd | 19,358 | $3.69M | 0.00% | −685−3.4% | Reduced |
| Hilltop Holdings Inc. | 19,383 | $3.69M | 0.42% | +19,383 | New |
| Meridian Investment Counsel Inc. | 19,401 | $3.70M | 1.27% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,489 | $3.71M | 0.04% | −363−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,888 | $3.79M | 0.04% | −1,070−5.1% | Reduced |
| Elo Mutual Pension Insurance Co | 19,988 | $3.81M | 0.10% | +656+3.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.83M | 2.00% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.84M | 0.80% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 20,491 | $3.90M | 0.73% | −100−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 20,529 | $3.91M | 0.12% | +7,244+54.5% | Added |
| Pinnacle Associates Ltd | 20,581 | $3.92M | 0.07% | +22+0.1% | Added |
| HRT Financial LP | 20,697 | $3.94M | 0.03% | −35,615−63.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,710 | $3.95M | 0.09% | −280−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,820 | $3.97M | 0.03% | −134,108−86.6% | Reduced |
| Integrated Advisors Network LLC | 20,876 | $3.98M | 0.23% | +19,032+1,032.1% | Added |
| Citizens Business Bank | 21,041 | $4.01M | 0.88% | −632−2.9% | Reduced |
| J. W. Coons Advisors, LLC | 21,350 | $4.07M | 1.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,409 | $4.07M | 0.04% | +2,860+16.3% | Added |