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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 21,451 | $4.09M | 0.10% | −2,715−11.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,459 | $4.09M | 0.37% | +146+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,859 | $4.16M | 0.19% | +3,089+16.5% | Added |
| Crestline Management, LP | 21,982 | $4.19M | 0.39% | −18,018−45.0% | Reduced |
| HM Payson & Co | 22,011 | $4.19M | 0.09% | −279−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,031 | $4.20M | 0.13% | +449+2.1% | Added |
| Caisse de Depot Et Placement du Quebec | 22,188 | $4.23M | 0.01% | −22,659−50.5% | Reduced |
| KCM Investment Advisors LLC | 22,191 | $4.23M | 0.17% | −884−3.8% | Reduced |
| Candriam Luxembourg S.C.A. | 22,429 | $4.27M | 0.03% | −1,022−4.4% | Reduced |
| Foster & Motley Inc | 22,432 | $4.27M | 0.32% | −405−1.8% | Reduced |
| JustInvest LLC | 22,626 | $4.31M | 0.11% | +1,648+7.9% | Added |
| Chemung Canal Trust Co | 22,965 | $4.37M | 0.90% | +480+2.1% | Added |
| Commerzbank Aktiengesellschaft | 23,068 | $4.39M | 0.17% | +2,416+11.7% | Added |
| Freestone Capital Holdings, LLC | 23,080 | $4.40M | 0.20% | −47−0.2% | Reduced |
| Shell Asset Management Co | 23,222 | $4.42M | 0.20% | −3,596−13.4% | Reduced |
| Hallmark Capital Management Inc | 23,593 | $4.49M | 0.35% | −758−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,321 | $4.63M | 0.01% | −271−1.1% | Reduced |
| Commerce Bank | 24,340 | $4.64M | 0.03% | −40.0% | Reduced |
| MML Investors Services, LLC | 24,416 | $4.65M | 0.02% | +3,378+16.1% | Added |
| Private Advisor Group, LLC | 24,505 | $4.67M | 0.04% | −909−3.6% | Reduced |
| New Vernon Investment Management LLC | 25,584 | $4.87M | 5.61% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 26,118 | $4.98M | 0.52% | −483−1.8% | Reduced |
| Sawyer & Company, Inc | 26,126 | $4.98M | 2.20% | −748−2.8% | Reduced |
| British Columbia Investment Management Corp | 26,352 | $5.02M | 0.04% | +5,352+25.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,926 | $5.13M | 0.02% | +836+3.2% | Added |
| Cresset Asset Management, LLC | 26,927 | $5.13M | 0.03% | +864+3.3% | Added |
| Compagnie Lombard Odier SCmA | 27,000 | $5.14M | 0.10% | +27,000 | New |
| Hyman Charles D | 27,106 | $5.16M | 0.31% | −975−3.5% | Reduced |
| Meyer Handelman Co | 27,450 | $5.23M | 0.20% | 00.0% | Unchanged |
| Capital City Trust Co | 27,860 | $5.31M | 1.58% | −425−1.5% | Reduced |
| Palisade Asset Management, LLC | 27,933 | $5.32M | 0.58% | +250+0.9% | Added |
| Nissay Asset Management Corp | 28,074 | $5.35M | 0.04% | +843+3.1% | Added |
| Patton Albertson Miller Group, LLC | 28,462 | $5.42M | 0.90% | +4,848+20.5% | Added |
| Ethic Inc. | 29,030 | $5.53M | 0.16% | +3,915+15.6% | Added |
| KWMG, LLC | 29,034 | $5.53M | 0.65% | −147−0.5% | Reduced |
| Prudential PLC | 29,461 | $5.61M | 0.06% | −505−1.7% | Reduced |
| Verdence Capital Advisors LLC | 29,686 | $5.65M | 0.55% | +6,862+30.1% | Added |
| Xponance, Inc. | 29,756 | $5.67M | 0.07% | +399+1.4% | Added |
| Cetera Advisor Networks LLC | 29,929 | $5.70M | 0.03% | +1,990+7.1% | Added |
| Webster Bank, N. A. | 30,521 | $5.81M | 0.71% | −100−0.3% | Reduced |
| Mutual of America Capital Management LLC | 30,576 | $5.82M | 0.07% | −1,473−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 30,706 | $5.85M | 0.07% | +372+1.2% | Added |
| Garland Capital Management Inc | 30,855 | $5.88M | 4.13% | −1,040−3.3% | Reduced |
| Schroder Investment Management Group | 31,099 | $5.92M | 0.01% | +31,099 | New |
| Aviance Capital Partners, LLC | 31,879 | $6.07M | 1.30% | −599−1.8% | Reduced |
| Ritholtz Wealth Management | 31,995 | $6.09M | 0.24% | +336+1.1% | Added |
| Advisors Asset Management, Inc. | 32,104 | $6.12M | 0.12% | +7,676+31.4% | Added |
| tru Independence LLC | 32,385 | $6.17M | 1.87% | −662−2.0% | Reduced |
| Acadian Asset Management LLC | 32,485 | $6.18M | 0.02% | +18,756+136.6% | Added |
| Pacer Advisors, Inc. | 32,733 | $6.24M | 0.02% | +17,965+121.6% | Added |
| Public Employees Retirement Association of Colorado | 32,859 | $6.26M | 0.03% | −730−2.2% | Reduced |
| Blair William & Co | 34,139 | $6.50M | 0.02% | +1,139+3.5% | Added |
| Jane Street Group, LLC | 34,266 | $6.53M | 0.01% | −50,804−59.7% | Reduced |
| NFP Retirement, Inc. | 35,492 | $6.76M | 1.14% | +27+0.1% | Added |
| Unigestion Holding SA | 35,570 | $6.78M | 0.37% | +27,995+369.6% | Added |
| State of Tennessee, Treasury Department | 35,607 | $6.78M | 0.03% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 35,690 | $6.80M | 0.07% | −13,700−27.7% | Reduced |
| Public Sector Pension Investment Board | 35,755 | $6.81M | 0.05% | −17,474−32.8% | Reduced |
| Brown Advisory Inc | 36,246 | $6.90M | 0.01% | +836+2.4% | Added |
| Palmer Knight Co | 36,298 | $6.91M | 4.17% | −107−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 36,620 | $6.98M | 2.89% | −345−0.9% | Reduced |
| Benedict Financial Advisors Inc | 36,840 | $7.02M | 1.91% | +276+0.8% | Added |
| Gateway Investment Advisers LLC | 36,849 | $7.02M | 0.08% | −172−0.5% | Reduced |
| Jump Financial, LLC | 36,941 | $7.04M | 0.23% | +17,885+93.9% | Added |
| Point72 Europe (London) LLP | 37,008 | $7.05M | 0.88% | −34,492−48.2% | Reduced |
| Carret Asset Management, LLC | 37,050 | $7.06M | 0.90% | 00.0% | Unchanged |
| Lido Advisors, LLC | 37,315 | $7.11M | 0.07% | +33,742+944.4% | Added |
| Degroof Petercam Asset Management | 37,700 | $7.18M | 0.09% | +37,700 | New |
| Stansberry Asset Management, LLC | 37,961 | $7.23M | 1.20% | +2,299+6.4% | Added |
| Greystone Financial Group, LLC | 38,138 | $7.26M | 1.68% | −822−2.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,236 | $7.28M | 0.25% | +2,232+6.2% | Added |
| Kestra Advisory Services, LLC | 38,481 | $7.33M | 0.06% | +4,708+13.9% | Added |
| Lazard Asset Management LLC | 38,829 | $7.39M | 0.01% | −8,020−17.1% | Reduced |
| Utah Retirement Systems | 39,507 | $7.53M | 0.10% | −200−0.5% | Reduced |
| Perigon Wealth Management, LLC | 39,534 | $7.53M | 0.25% | +203+0.5% | Added |
| Te Ahumairangi Investment Management Ltd | 39,651 | $7.55M | 1.43% | −10,070−20.3% | Reduced |
| PGGM Investments | 39,741 | $7.57M | 0.12% | −2,202−5.2% | Reduced |
| Czech National Bank | 40,003 | $7.62M | 0.11% | −110.0% | Reduced |
| Bradley Foster & Sargent Inc | 40,045 | $7.63M | 0.15% | +146+0.4% | Added |
| Executive Wealth Management, LLC | 40,634 | $7.74M | 0.73% | −852−2.1% | Reduced |
| Captrust Financial Advisors | 40,793 | $7.77M | 0.03% | +1,712+4.4% | Added |
| Goelzer Investment Management, Inc. | 40,983 | $7.81M | 0.50% | −1,587−3.7% | Reduced |
| Olstein Capital Management, L.P. | 41,000 | $7.81M | 1.32% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 41,234 | $7.85M | 0.09% | −1,789−4.2% | Reduced |
| Citizens Financial Group Inc | 41,361 | $7.88M | 0.27% | −555−1.3% | Reduced |
| Intech Investment Management LLC | 42,402 | $8.08M | 0.12% | −18,902−30.8% | Reduced |
| Hantz Financial Services, Inc. | 43,043 | $8.20M | 0.18% | −1,810−4.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 43,573 | $8.30M | 0.05% | +576+1.3% | Added |
| First National Bank of Omaha | 43,621 | $8.31M | 0.52% | −4,005−8.4% | Reduced |
| Bartlett & Co. LLC | 43,953 | $8.32M | 0.14% | −920−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 43,953 | $8.37M | 0.14% | −920−2.1% | Reduced |
| SG Americas Securities, LLC | 44,556 | $8.49M | 0.09% | +23,826+114.9% | Added |
| USS Investment Management Ltd | 44,578 | $8.49M | 0.08% | −1,049−2.3% | Reduced |
| Park Circle Co | 44,825 | $8.54M | 8.25% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 45,388 | $8.65M | 0.03% | −24,846−35.4% | Reduced |
| LSV Asset Management | 46,240 | $8.81M | 0.02% | −59,960−56.5% | Reduced |
| IFM Investors Pty Ltd | 46,746 | $8.90M | 0.11% | −1,420−2.9% | Reduced |
| Texas Permanent School Fund | 47,161 | $8.98M | 0.08% | −148−0.3% | Reduced |
| Auxier Asset Management | 47,274 | $9.01M | 1.46% | −2,282−4.6% | Reduced |
| Shorepoint Capital Partners LLC | 47,942 | $9.13M | 2.45% | −311−0.6% | Reduced |