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; 1,869 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 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 7,093 | $1.35M | 0.07% | +103+1.5% | Added |
| We Are One Seven, LLC | 7,136 | $1.36M | 0.08% | −391−5.2% | Reduced |
| HighPoint Advisor Group LLC | 6,029 | $1.36M | 0.10% | +6,029 | New |
| Ashton Thomas Private Wealth, LLC | 7,168 | $1.37M | 0.09% | −14−0.2% | Reduced |
| Groupama Asset Managment | 10,001 | $1.37M | 0.04% | +10,001 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,229 | $1.38M | 0.04% | +20.0% | Added |
| Tevis Investment Management | 7,248 | $1.38M | 1.27% | −256−3.4% | Reduced |
| Bokf, NA | 7,468 | $1.42M | 0.03% | −8−0.1% | Reduced |
| NEOS Investment Management LLC | 7,468 | $1.42M | 0.13% | +592+8.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,471 | $1.42M | 0.02% | −57,418−88.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,498 | $1.43M | 0.11% | +1,403+23.0% | Added |
| Shay Capital LLC | 7,500 | $1.43M | 0.56% | +2,500+50.0% | Added |
| Academy Capital Management Inc | 7,535 | $1.44M | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,560 | $1.44M | 0.04% | +437+6.1% | Added |
| Quadcap Wealth Management, LLC | 7,567 | $1.44M | 0.37% | +7,567 | New |
| Cipher Capital LP | 7,568 | $1.44M | 0.47% | +2,663+54.3% | Added |
| Sequoia Financial Advisors, LLC | 7,717 | $1.47M | 0.02% | +2,758+55.6% | Added |
| Benin Management CORP | 7,725 | $1.47M | 0.50% | −290−3.6% | Reduced |
| Jacobi Capital Management LLC | 7,738 | $1.47M | 0.15% | +275+3.7% | Added |
| Graham Capital Management, L.P. | 7,779 | $1.48M | 0.05% | −129,121−94.3% | Reduced |
| Argent Advisors, Inc. | 7,801 | $1.49M | 0.65% | −1,706−17.9% | Reduced |
| Moors & Cabot, Inc. | 7,833 | $1.49M | 0.09% | +728+10.2% | Added |
| David Loasby | 7,758 | $1.50M | 0.16% | +173+2.3% | Added |
| FRG Family Wealth Advisors LLC | 7,900 | $1.50M | 0.31% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,169 | $1.52M | 0.01% | +2,150+42.8% | Added |
| Capital Wealth Planning, LLC | 8,000 | $1.52M | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 8,000 | $1.52M | 0.48% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,037 | $1.53M | 0.04% | −30−0.4% | Reduced |
| Profund Advisors LLC | 8,053 | $1.53M | 0.07% | +1,122+16.2% | Added |
| Community Bank, N.A. | 8,070 | $1.54M | 0.20% | −270−3.2% | Reduced |
| Old National Bancorp | 8,070 | $1.54M | 0.04% | −451−5.3% | Reduced |
| Naples Global Advisors, LLC | 8,075 | $1.54M | 0.17% | −375−4.4% | Reduced |
| Choate Investment Advisors | 8,077 | $1.54M | 0.05% | +83+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,137 | $1.55M | 0.11% | +138+1.7% | Added |
| SYSTM Wealth Solutions LLC | 8,140 | $1.55M | 0.21% | +1,224+17.7% | Added |
| Vestmark Advisory Solutions, Inc. | 8,140 | $1.55M | 0.08% | +362+4.7% | Added |
| Tectonic Advisors LLC | 8,140 | $1.55M | 0.13% | +423+5.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,145 | $1.55M | 0.63% | +8,145 | New |
| Meiji Yasuda Life Insurance Co | 8,158 | $1.55M | 0.03% | +624+8.3% | Added |
| TD Private Client Wealth LLC | 8,177 | $1.56M | 0.06% | −394−4.6% | Reduced |
| Veriti Management LLC | 8,218 | $1.57M | 0.14% | +1,148+16.2% | Added |
| Accredited Investors Inc. | 8,224 | $1.57M | 0.11% | −20.0% | Reduced |
| Empowered Funds, LLC | 8,248 | $1.57M | 0.04% | +748+10.0% | Added |
| Empirical Finance, LLC | 8,278 | $1.58M | 0.11% | +9+0.1% | Added |
| Nilsine Partners, LLC | 8,298 | $1.58M | 0.24% | +203+2.5% | Added |
| Founders Financial Securities LLC | 8,400 | $1.60M | 0.18% | +165+2.0% | Added |
| Beacon Financial Group | 8,408 | $1.60M | 0.20% | +8,408 | New |
| United Capital Financial Advisers, LLC | 8,428 | $1.61M | 0.01% | +4,052+92.6% | Added |
| CoreCap Advisors, LLC | 8,445 | $1.61M | 0.10% | −52−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,448 | $1.61M | 0.43% | 00.0% | Unchanged |
| Arden Trust Co | 8,570 | $1.63M | 0.24% | −210−2.4% | Reduced |
| E. Ohman J:or Asset Management AB | 8,592 | $1.64M | 0.06% | −2,100−19.6% | Reduced |
| Gotham Asset Management, LLC | 8,637 | $1.65M | 0.03% | −6,572−43.2% | Reduced |
| Lincoln National Corp | 8,675 | $1.65M | 0.03% | +566+7.0% | Added |
| South Dakota Investment Council | 8,695 | $1.66M | 0.04% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 8,714 | $1.66M | 0.02% | −1,188−12.0% | Reduced |
| Cornerstone Advisors, LLC | 9,000 | $1.71M | 0.08% | −100−1.1% | Reduced |
| BancorpSouth Bank | 9,080 | $1.73M | 0.14% | −340−3.6% | Reduced |
| Ieq Capital, LLC | 9,161 | $1.75M | 0.03% | +613+7.2% | Added |
| Sawtooth Solutions, LLC | 9,219 | $1.76M | 0.05% | +250+2.8% | Added |
| Bleakley Financial Group, LLC | 9,228 | $1.76M | 0.06% | +259+2.9% | Added |
| Dakota Wealth Management | 9,243 | $1.76M | 0.07% | +683+8.0% | Added |
| Metropolitan Life Insurance Co | 9,297 | $1.77M | 0.08% | −175−1.8% | Reduced |
| Continuum Advisory, LLC | 9,301 | $1.77M | 0.25% | +2,186+30.7% | Added |
| WBH Advisory Inc | 9,330 | $1.78M | 0.20% | −24−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,460 | $1.80M | 0.09% | −65−0.7% | Reduced |
| Arrow Financial Corp | 9,476 | $1.81M | 0.19% | +103+1.1% | Added |
| Stonegate Investment Group, LLC | 9,542 | $1.82M | 0.06% | −572−5.7% | Reduced |
| Parsons Capital Management Inc | 9,586 | $1.83M | 0.13% | −10−0.1% | Reduced |
| Everence Capital Management Inc | 9,613 | $1.83M | 0.13% | −370−3.7% | Reduced |
| Levin Capital Strategies, L.P. | 9,652 | $1.84M | 0.20% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 9,685 | $1.84M | 0.30% | +4,423+84.1% | Added |
| Bessemer Group Inc | 9,688 | $1.85M | 0.00% | +289+3.1% | Added |
| Wesleyan Assurance Society | 9,740 | $1.85M | 0.18% | 00.0% | Unchanged |
| Stephens Inc | 9,839 | $1.87M | 0.03% | −8,658−46.8% | Reduced |
| Erste Asset Management GmbH | 9,900 | $1.87M | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,904 | $1.89M | 0.02% | −108−1.1% | Reduced |
| Wetherby Asset Management Inc | 9,940 | $1.89M | 0.10% | +323+3.4% | Added |
| Cetera Investment Advisers | 9,981 | $1.90M | 0.02% | +693+7.5% | Added |
| Greenleaf Trust | 9,985 | $1.90M | 0.02% | +600+6.4% | Added |
| Savoie Capital LLC | 10,000 | $1.90M | 0.44% | +10,000 | New |
| White Pine Capital LLC | 10,095 | $1.92M | 0.74% | −589−5.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.94M | 0.04% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 10,197 | $1.94M | 0.80% | −57−0.6% | Reduced |
| Montag A & Associates Inc | 10,266 | $1.96M | 0.11% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 10,300 | $1.96M | 0.79% | +10,300 | New |
| Summit Global Investments | 10,354 | $1.97M | 0.13% | +72+0.7% | Added |
| Focus Financial Network Inc | 10,357 | $1.97M | 0.07% | +10,357 | New |
| Smith, Salley & Associates | 10,457 | $1.99M | 0.13% | +4,591+78.3% | Added |
| Exeter Financial, LLC | 10,401 | $2.00M | 0.97% | +452+4.5% | Added |
| Financial Advisory Service, Inc. | 10,502 | $2.00M | 0.19% | +1,154+12.3% | Added |
| Twin Capital Management Inc | 10,518 | $2.00M | 0.26% | −138−1.3% | Reduced |
| D.A. Davidson & Co. | 10,553 | $2.01M | 0.02% | +164+1.6% | Added |
| GSB Wealth Management, LLC | 10,600 | $2.02M | 0.62% | +196+1.9% | Added |
| Kinneret Advisory, LLC | 10,694 | $2.04M | 0.23% | −68−0.6% | Reduced |
| 1832 Asset Management L.P. | 10,801 | $2.06M | 0.00% | −1,551−12.6% | Reduced |
| Peddock Capital Advisors, LLC | 10,803 | $2.06M | 0.63% | +27+0.3% | Added |
| NewEdge Wealth, LLC | 10,838 | $2.06M | 0.05% | +240+2.3% | Added |
| Icon Wealth Advisors, LLC | 10,861 | $2.07M | 0.22% | +10,861 | New |
| Tower Bridge Advisors | 10,878 | $2.07M | 0.18% | 00.0% | Unchanged |