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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.

Institutional holdersQ4 2023: 1,333 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ4 2023: $36.0B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2023.

Institutions holding TRV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Federated Hermes, Inc.869,511$165.6M0.41%−4,947−0.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.892,262$170.0M0.13%−27,292−3.0%Reduced
California Public Employees Retirement System936,058$178.3M0.14%+144,566+18.3%Added
Amundi945,415$181.7M0.08%−107,364−10.2%Reduced
AQR Capital Management LLC965,632$182.9M0.34%+33,129+3.6%Added
Bahl & Gaynor Inc975,854$185.9M1.12%−10,198−1.0%Reduced
HSBC Holdings PLC999,480$190.2M0.17%+9,518+1.0%Added
Barclays PLC1,134,662$216.1M0.11%+51,528+4.8%Added
Boston Partners1,192,008$227.2M0.30%+355,489+42.5%Added
Nuveen Asset Management, LLC1,236,957$235.6M0.08%−5,296−0.4%Reduced
Nuance Investments, LLC1,261,257$240.3M5.50%−134,723−9.7%Reduced
Goldman Sachs Group Inc1,337,449$254.8M0.06%+95,787+7.7%Added
Charles Schwab Investment Management Inc1,435,924$273.5M0.07%+40,114+2.9%Added
Norges Bank1,483,507$282.6M0.05%−123,999−7.7%Reduced
UBS Group AG1,620,097$308.6M0.12%+295,624+22.3%Added
Invesco Ltd.1,651,593$314.6M0.07%−912,074−35.6%Reduced
Macquarie Group Ltd1,670,627$318.2M0.37%+1,492,967+840.4%Added
UBS Asset Management Americas Inc1,798,142$342.5M0.13%−7,536−0.4%Reduced
Legal & General Group Plc1,993,754$379.8M0.12%+36,690+1.9%Added
Bank of New York Mellon Corp2,253,742$429.3M0.09%−32,009−1.4%Reduced
Bank of America Corp2,888,109$550.2M0.06%+28,560+1.0%Added
Dimensional Fund Advisors LP3,124,066$595.1M0.17%+154,886+5.2%Added
Northern Trust Corp3,150,311$600.1M0.11%−281,514−8.2%Reduced
Morgan Stanley3,930,678$748.8M0.07%+434,061+12.4%Added
Clearbridge Investments, LLC4,466,371$850.8M0.73%−109,388−2.4%Reduced
Geode Capital Management, LLC4,629,051$879.6M0.09%+79,015+1.7%Added
Price T Rowe Associates Inc6,766,079$1.29B0.17%+2,440,650+56.4%Added
Massachusetts Financial Services Co7,266,584$1.38B0.45%−378,035−4.9%Reduced
JPMorgan Chase & Co8,584,457$1.64B0.17%+2,221,156+34.9%Added
FMR LLC12,896,386$2.46B0.19%−795,054−5.8%Reduced
State Street Corp15,801,562$3.01B0.15%+424,219+2.8%Added
BlackRock Inc.20,545,620$3.91B0.10%+616,836+3.1%Added
Vanguard Group Inc21,693,069$4.13B0.09%+148,012+0.7%Added
Jupiter Asset Management Ltd0$00.00%−302,271−100.0%Sold out
Twinbeech Capital LP0$00.00%−285,078−100.0%Sold out
Prana Capital Management, LP0$00.00%−202,658−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−200,371−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−126,944−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−84,834−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−79,000−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−52,923−100.0%Sold out
First Manhattan Co0$00.00%−45,844−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−39,251−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−34,381−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−30,603−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−29,730−100.0%Sold out
Bristlecone Advisors, LLC0$00.00%−23,866−100.0%Sold out
Duality Advisers, LP0$00.00%−20,016−100.0%Sold out
Cinctive Capital Management LP0$00.00%−16,629−100.0%Sold out
Atria Investments LLC0$00.00%−16,440−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−16,321−100.0%Sold out
FORA Capital, LLC0$00.00%−15,274−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−15,136−100.0%Sold out
Point72 Middle East FZE0$00.00%−12,226−100.0%Sold out
Teza Capital Management LLC0$00.00%−11,893−100.0%Sold out
Cohen Lawrence B0$00.00%−11,107−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−10,783−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−9,534−100.0%Sold out
Connolly Sarah T.0$00.00%−9,352−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−8,106−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−7,899−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,153−100.0%Sold out
Magnetar Financial LLC0$00.00%−6,993−100.0%Sold out
Oak Thistle LLC0$00.00%−6,971−100.0%Sold out
Walleye Trading LLC0$00.00%−6,597−100.0%Sold out
Beacon Investment Advisory Services, Inc.0$00.00%−6,347−100.0%Sold out
Ally Financial Inc.0$00.00%−6,200−100.0%Sold out
Members Capital Advisors Inc0$00.00%−5,889−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−5,880−100.0%Sold out
Viawealth, LLC0$00.00%−5,667−100.0%Sold out
Rosenbaum Jay D.0$00.00%−5,582−100.0%Sold out
Inceptionr LLC0$00.00%−5,074−100.0%Sold out
MQS Management LLC0$00.00%−5,051−100.0%Sold out
Axq Capital, LP0$00.00%−4,800−100.0%Sold out
Toews Corp0$00.00%−4,600−100.0%Sold out
Old Mission Capital LLC0$00.00%−4,544−100.0%Sold out
CenterBook Partners LP0$00.00%−4,513−100.0%Sold out
Machina Capital S.A.S.0$00.00%−4,505−100.0%Sold out
Stokes Family Office, LLC0$00.00%−4,378−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,968−100.0%Sold out
Connecticut Wealth Management, LLC0$00.00%−3,912−100.0%Sold out
Versor Investments LP0$00.00%−3,904−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−3,616−100.0%Sold out
XTX Topco Ltd0$00.00%−3,360−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−3,320−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,309−100.0%Sold out
IFG Advisory, LLC0$00.00%−2,656−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,619−100.0%Sold out
Pearl River Capital, LLC0$00.00%−2,506−100.0%Sold out
Buckingham Strategic Partners0$00.00%−2,347−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,314−100.0%Sold out
Centiva Capital, LP0$00.00%−2,237−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,213−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,189−100.0%Sold out
Vicus Capital0$00.00%−2,131−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−2,091−100.0%Sold out
Benedetti & Gucer, Inc.0$00.00%−2,053−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−2,012−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,989−100.0%Sold out
Boit C F David0$00.00%−2,000−100.0%Sold out