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
- 1,334
- +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
- 441 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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 62,553 | $11.9M | 0.07% | −200−0.3% | Reduced |
| Whittier Trust Co | 61,017 | $11.6M | 0.19% | −128−0.2% | Reduced |
| Talbot Financial, LLC | 60,642 | $11.6M | 1.74% | +946+1.6% | Added |
| GLOBALT Investments LLC | 60,222 | $11.5M | 0.48% | +60,222 | New |
| U.S. Capital Wealth Advisors, LLC | 59,431 | $11.3M | 0.45% | +2,415+4.2% | Added |
| Huntington National Bank | 59,146 | $11.3M | 0.10% | −4,122−6.5% | Reduced |
| Synovus Financial Corp | 58,829 | $11.2M | 0.16% | −62,545−51.5% | Reduced |
| Mariner, LLC | 58,757 | $11.2M | 0.03% | +1,094+1.9% | Added |
| Swiss Life Asset Management Ltd | 58,219 | $11.1M | 0.13% | −10,716−15.5% | Reduced |
| Glenmede Trust Co NA | 57,985 | $11.0M | 0.06% | +754+1.3% | Added |
| Investment Management Corp of Ontario | 57,347 | $10.9M | 0.27% | +32,722+132.9% | Added |
| Amalgamated Bank | 56,562 | $10.8M | 0.09% | −4,532−7.4% | Reduced |
| Pathstone Holdings, LLC | 56,105 | $10.7M | 0.06% | +56,105 | New |
| State of Alaska, Department of Revenue | 56,172 | $10.7M | 0.13% | −835−1.5% | Reduced |
| Cerity Partners LLC | 55,602 | $10.6M | 0.04% | +7,026+14.5% | Added |
| Verition Fund Management LLC | 55,554 | $10.6M | 0.11% | −35,171−38.8% | Reduced |
| MetLife Investment Management | 55,436 | $10.6M | 0.08% | −1,223−2.2% | Reduced |
| Greatmark Investment Partners, Inc. | 53,485 | $10.2M | 1.60% | +5,779+12.1% | Added |
| Telos Capital Management, Inc. | 53,167 | $10.1M | 1.23% | +725+1.4% | Added |
| Bridgewater Associates, LP | 52,248 | $9.95M | 0.06% | +44,955+616.4% | Added |
| Tower Research Capital LLC (TRC) | 51,747 | $9.86M | 0.12% | +33,095+177.4% | Added |
| CIBC Asset Management Inc | 51,594 | $9.83M | 0.04% | −2,079−3.9% | Reduced |
| AMF Pensionsforsakring AB | 51,493 | $9.82M | 0.08% | 00.0% | Unchanged |
| Wellington Management Group LLP | 50,910 | $9.70M | 0.00% | +25,575+100.9% | Added |
| Regions Financial Corp | 50,765 | $9.67M | 0.08% | −899−1.7% | Reduced |
| Independent Advisor Alliance | 50,737 | $9.66M | 0.35% | −70.0% | Reduced |
| QRG Capital Management, Inc. | 50,449 | $9.61M | 0.14% | −29,030−36.5% | Reduced |
| Retirement Systems of Alabama | 50,337 | $9.59M | 0.04% | +50,337 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,016 | $9.53M | 0.07% | +3,983+8.7% | Added |
| Tiaa Trust, National Association | 49,977 | $9.52M | 0.03% | −1,354−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 49,783 | $9.48M | 0.51% | +638+1.3% | Added |
| Formuepleje A/S | 49,742 | $9.48M | 0.67% | −942−1.9% | Reduced |
| Gillson Capital LP | 48,458 | $9.23M | 0.97% | −66,936−58.0% | Reduced |
| Shorepoint Capital Partners LLC | 47,942 | $9.13M | 2.45% | −311−0.6% | Reduced |
| Auxier Asset Management | 47,274 | $9.01M | 1.46% | −2,282−4.6% | Reduced |
| Texas Permanent School Fund | 47,161 | $8.98M | 0.08% | −148−0.3% | Reduced |
| IFM Investors Pty Ltd | 46,746 | $8.90M | 0.11% | −1,420−2.9% | Reduced |
| LSV Asset Management | 46,240 | $8.81M | 0.02% | −59,960−56.5% | Reduced |
| Mercer Global Advisors Inc | 45,388 | $8.65M | 0.03% | −24,846−35.4% | Reduced |
| Park Circle Co | 44,825 | $8.54M | 8.25% | 00.0% | Unchanged |
| USS Investment Management Ltd | 44,578 | $8.49M | 0.08% | −1,049−2.3% | Reduced |
| SG Americas Securities, LLC | 44,556 | $8.49M | 0.09% | +23,826+114.9% | Added |
| Bartlett & Co. Wealth Management LLC | 43,953 | $8.37M | 0.14% | −920−2.1% | Reduced |
| Bartlett & Co. LLC | 43,953 | $8.32M | 0.14% | −920−2.1% | Reduced |
| First National Bank of Omaha | 43,621 | $8.31M | 0.52% | −4,005−8.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 43,573 | $8.30M | 0.05% | +576+1.3% | Added |
| Hantz Financial Services, Inc. | 43,043 | $8.20M | 0.18% | −1,810−4.0% | Reduced |
| Intech Investment Management LLC | 42,402 | $8.08M | 0.12% | −18,902−30.8% | Reduced |
| Citizens Financial Group Inc | 41,361 | $7.88M | 0.27% | −555−1.3% | Reduced |
| Yousif Capital Management, LLC | 41,234 | $7.85M | 0.09% | −1,789−4.2% | Reduced |
| Olstein Capital Management, L.P. | 41,000 | $7.81M | 1.32% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 40,983 | $7.81M | 0.50% | −1,587−3.7% | Reduced |
| Captrust Financial Advisors | 40,793 | $7.77M | 0.03% | +1,712+4.4% | Added |
| Executive Wealth Management, LLC | 40,634 | $7.74M | 0.73% | −852−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 40,045 | $7.63M | 0.15% | +146+0.4% | Added |
| Czech National Bank | 40,003 | $7.62M | 0.11% | −110.0% | Reduced |
| PGGM Investments | 39,741 | $7.57M | 0.12% | −2,202−5.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 39,651 | $7.55M | 1.43% | −10,070−20.3% | Reduced |
| Perigon Wealth Management, LLC | 39,534 | $7.53M | 0.25% | +203+0.5% | Added |
| Utah Retirement Systems | 39,507 | $7.53M | 0.10% | −200−0.5% | Reduced |
| Lazard Asset Management LLC | 38,829 | $7.39M | 0.01% | −8,020−17.1% | Reduced |
| Kestra Advisory Services, LLC | 38,481 | $7.33M | 0.06% | +4,708+13.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,236 | $7.28M | 0.25% | +2,232+6.2% | Added |
| Greystone Financial Group, LLC | 38,138 | $7.26M | 1.68% | −822−2.1% | Reduced |
| Stansberry Asset Management, LLC | 37,961 | $7.23M | 1.20% | +2,299+6.4% | Added |
| Degroof Petercam Asset Management | 37,700 | $7.18M | 0.09% | +37,700 | New |
| Lido Advisors, LLC | 37,315 | $7.11M | 0.07% | +33,742+944.4% | Added |
| Carret Asset Management, LLC | 37,050 | $7.06M | 0.90% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 37,008 | $7.05M | 0.88% | −34,492−48.2% | Reduced |
| Jump Financial, LLC | 36,941 | $7.04M | 0.23% | +17,885+93.9% | Added |
| Gateway Investment Advisers LLC | 36,849 | $7.02M | 0.08% | −172−0.5% | Reduced |
| Benedict Financial Advisors Inc | 36,840 | $7.02M | 1.91% | +276+0.8% | Added |
| Murphy Pohlad Asset Management LLC | 36,620 | $6.98M | 2.89% | −345−0.9% | Reduced |
| Palmer Knight Co | 36,298 | $6.91M | 4.17% | −107−0.3% | Reduced |
| Brown Advisory Inc | 36,246 | $6.90M | 0.01% | +836+2.4% | Added |
| Public Sector Pension Investment Board | 35,755 | $6.81M | 0.05% | −17,474−32.8% | Reduced |
| New York Life Investment Management LLC | 35,690 | $6.80M | 0.07% | −13,700−27.7% | Reduced |
| State of Tennessee, Treasury Department | 35,607 | $6.78M | 0.03% | 00.0% | Unchanged |
| Unigestion Holding SA | 35,570 | $6.78M | 0.37% | +27,995+369.6% | Added |
| NFP Retirement, Inc. | 35,492 | $6.76M | 1.14% | +27+0.1% | Added |
| Jane Street Group, LLC | 34,266 | $6.53M | 0.01% | −50,804−59.7% | Reduced |
| Blair William & Co | 34,139 | $6.50M | 0.02% | +1,139+3.5% | Added |
| Public Employees Retirement Association of Colorado | 32,859 | $6.26M | 0.03% | −730−2.2% | Reduced |
| Pacer Advisors, Inc. | 32,733 | $6.24M | 0.02% | +17,965+121.6% | Added |
| Acadian Asset Management LLC | 32,485 | $6.18M | 0.02% | +18,756+136.6% | Added |
| tru Independence LLC | 32,385 | $6.17M | 1.87% | −662−2.0% | Reduced |
| Advisors Asset Management, Inc. | 32,104 | $6.12M | 0.12% | +7,676+31.4% | Added |
| Ritholtz Wealth Management | 31,995 | $6.09M | 0.24% | +336+1.1% | Added |
| Aviance Capital Partners, LLC | 31,879 | $6.07M | 1.30% | −599−1.8% | Reduced |
| Schroder Investment Management Group | 31,099 | $5.92M | 0.01% | +31,099 | New |
| Garland Capital Management Inc | 30,855 | $5.88M | 4.13% | −1,040−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 30,706 | $5.85M | 0.07% | +372+1.2% | Added |
| Mutual of America Capital Management LLC | 30,576 | $5.82M | 0.07% | −1,473−4.6% | Reduced |
| Webster Bank, N. A. | 30,521 | $5.81M | 0.71% | −100−0.3% | Reduced |
| Cetera Advisor Networks LLC | 29,929 | $5.70M | 0.03% | +1,990+7.1% | Added |
| Xponance, Inc. | 29,756 | $5.67M | 0.07% | +399+1.4% | Added |
| Verdence Capital Advisors LLC | 29,686 | $5.65M | 0.55% | +6,862+30.1% | Added |
| Prudential PLC | 29,461 | $5.61M | 0.06% | −505−1.7% | Reduced |
| KWMG, LLC | 29,034 | $5.53M | 0.65% | −147−0.5% | Reduced |
| Ethic Inc. | 29,030 | $5.53M | 0.16% | +3,915+15.6% | Added |