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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 28,462 | $5.42M | 0.90% | +4,848+20.5% | Added |
| Nissay Asset Management Corp | 28,074 | $5.35M | 0.04% | +843+3.1% | Added |
| Palisade Asset Management, LLC | 27,933 | $5.32M | 0.58% | +250+0.9% | Added |
| Capital City Trust Co | 27,860 | $5.31M | 1.58% | −425−1.5% | Reduced |
| Meyer Handelman Co | 27,450 | $5.23M | 0.20% | 00.0% | Unchanged |
| Hyman Charles D | 27,106 | $5.16M | 0.31% | −975−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 27,000 | $5.14M | 0.10% | +27,000 | New |
| Cresset Asset Management, LLC | 26,927 | $5.13M | 0.03% | +864+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,926 | $5.13M | 0.02% | +836+3.2% | Added |
| British Columbia Investment Management Corp | 26,352 | $5.02M | 0.04% | +5,352+25.5% | Added |
| Sawyer & Company, Inc | 26,126 | $4.98M | 2.20% | −748−2.8% | Reduced |
| Berger Financial Group, Inc | 26,118 | $4.98M | 0.52% | −483−1.8% | Reduced |
| New Vernon Investment Management LLC | 25,584 | $4.87M | 5.61% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,505 | $4.67M | 0.04% | −909−3.6% | Reduced |
| MML Investors Services, LLC | 24,416 | $4.65M | 0.02% | +3,378+16.1% | Added |
| Commerce Bank | 24,340 | $4.64M | 0.03% | −40.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,321 | $4.63M | 0.01% | −271−1.1% | Reduced |
| Hallmark Capital Management Inc | 23,593 | $4.49M | 0.35% | −758−3.1% | Reduced |
| Shell Asset Management Co | 23,222 | $4.42M | 0.20% | −3,596−13.4% | Reduced |
| Freestone Capital Holdings, LLC | 23,080 | $4.40M | 0.20% | −47−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 23,068 | $4.39M | 0.17% | +2,416+11.7% | Added |
| Chemung Canal Trust Co | 22,965 | $4.37M | 0.90% | +480+2.1% | Added |
| JustInvest LLC | 22,626 | $4.31M | 0.11% | +1,648+7.9% | Added |
| Foster & Motley Inc | 22,432 | $4.27M | 0.32% | −405−1.8% | Reduced |
| Candriam Luxembourg S.C.A. | 22,429 | $4.27M | 0.03% | −1,022−4.4% | Reduced |
| KCM Investment Advisors LLC | 22,191 | $4.23M | 0.17% | −884−3.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 22,188 | $4.23M | 0.01% | −22,659−50.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,031 | $4.20M | 0.13% | +449+2.1% | Added |
| HM Payson & Co | 22,011 | $4.19M | 0.09% | −279−1.3% | Reduced |
| Crestline Management, LP | 21,982 | $4.19M | 0.39% | −18,018−45.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,859 | $4.16M | 0.19% | +3,089+16.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,459 | $4.09M | 0.37% | +146+0.7% | Added |
| Norinchukin Bank, The | 21,451 | $4.09M | 0.10% | −2,715−11.2% | Reduced |
| GWM Advisors LLC | 20,409 | $4.07M | 0.04% | +2,860+16.3% | Added |
| J. W. Coons Advisors, LLC | 21,350 | $4.07M | 1.10% | 00.0% | Unchanged |
| Citizens Business Bank | 21,041 | $4.01M | 0.88% | −632−2.9% | Reduced |
| Integrated Advisors Network LLC | 20,876 | $3.98M | 0.23% | +19,032+1,032.1% | Added |
| Schonfeld Strategic Advisors LLC | 20,820 | $3.97M | 0.03% | −134,108−86.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,710 | $3.95M | 0.09% | −280−1.3% | Reduced |
| HRT Financial LP | 20,697 | $3.94M | 0.03% | −35,615−63.2% | Reduced |
| Pinnacle Associates Ltd | 20,581 | $3.92M | 0.07% | +22+0.1% | Added |
| Kingsview Wealth Management, LLC | 20,529 | $3.91M | 0.12% | +7,244+54.5% | Added |
| Culbertson A N & Co Inc | 20,491 | $3.90M | 0.73% | −100−0.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $3.84M | 0.80% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.83M | 2.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,988 | $3.81M | 0.10% | +656+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 19,888 | $3.79M | 0.04% | −1,070−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 19,489 | $3.71M | 0.04% | −363−1.8% | Reduced |
| Meridian Investment Counsel Inc. | 19,401 | $3.70M | 1.27% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 19,383 | $3.69M | 0.42% | +19,383 | New |
| FIL Ltd | 19,358 | $3.69M | 0.00% | −685−3.4% | Reduced |
| Peapack Gladstone Financial Corp | 19,207 | $3.66M | 0.06% | +71+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,984 | $3.62M | 0.02% | +857+4.7% | Added |
| Gulf International Bank (UK) Ltd | 18,944 | $3.61M | 0.10% | −2,192−10.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,720 | $3.57M | 0.42% | +628+3.5% | Added |
| Arvest Investments, Inc. | 18,519 | $3.53M | 0.57% | +18,519 | New |
| Fifth Third Bancorp | 18,482 | $3.52M | 0.01% | +5,104+38.2% | Added |
| Rockefeller Capital Management L.P. | 18,343 | $3.49M | 0.01% | −1,367−6.9% | Reduced |
| Raymond James Trust N.A. | 18,279 | $3.48M | 0.09% | +884+5.1% | Added |
| Kentucky Retirement Systems | 18,274 | $3.48M | 0.11% | +359+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 18,242 | $3.47M | 0.05% | −344−1.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 18,208 | $3.47M | 1.91% | −13,902−43.3% | Reduced |
| Slow Capital, Inc. | 18,115 | $3.45M | 0.60% | +53+0.3% | Added |
| Argent Trust Co | 18,029 | $3.43M | 0.17% | +385+2.2% | Added |
| Atria Wealth Solutions, Inc. | 17,886 | $3.41M | 0.04% | +12,548+235.1% | Added |
| Oregon Public Employees Retirement Fund | 17,870 | $3.40M | 0.06% | +141+0.8% | Added |
| Maryland State Retirement & Pension System | 17,605 | $3.35M | 0.07% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 17,510 | $3.33M | 0.29% | +120+0.7% | Added |
| CIBC Private Wealth Group, LLC | 17,109 | $3.26M | 0.01% | +65+0.4% | Added |
| Crossmark Global Holdings, Inc. | 17,092 | $3.26M | 0.07% | +271+1.6% | Added |
| Principle Wealth Partners LLC | 16,992 | $3.24M | 0.28% | +241+1.4% | Added |
| Osborne Partners Capital Management, LLC | 16,833 | $3.21M | 0.21% | 00.0% | Unchanged |
| 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 |
| Liberty One Investment Management, LLC | 16,572 | $3.16M | 0.39% | +943+6.0% | Added |
| Miracle Mile Advisors, LLC | 16,530 | $3.15M | 0.09% | −83−0.5% | Reduced |
| Ossiam | 16,431 | $3.13M | 0.05% | −10,997−40.1% | Reduced |
| Eagle Rock Investment Company, LLC | 16,265 | $3.10M | 0.63% | +148+0.9% | Added |
| Ostrum Asset Management | 16,211 | $3.09M | 0.27% | −231−1.4% | Reduced |
| Agf Management Ltd | 16,208 | $3.09M | 0.02% | −2,903−15.2% | Reduced |
| Hancock Whitney Corp | 16,082 | $3.06M | 0.11% | −6,085−27.5% | Reduced |
| Fulton Bank, N.A. | 16,078 | $3.06M | 0.14% | −879−5.2% | Reduced |
| Lighthouse Investment Partners, LLC | 16,035 | $3.05M | 0.22% | +16,035 | New |
| Applied Capital LLC | 15,897 | $3.03M | 2.79% | −925−5.5% | Reduced |
| Romano Brothers and Company | 15,715 | $2.99M | 0.45% | −66−0.4% | Reduced |
| 1st Source Bank | 15,566 | $2.97M | 0.18% | −350−2.2% | Reduced |
| Hartford Investment Management Co | 15,464 | $2.95M | 0.11% | −298−1.9% | Reduced |
| Empire Financial Management Company, LLC | 15,383 | $2.93M | 1.15% | +435+2.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,270 | $2.91M | 0.04% | −10,226−40.1% | Reduced |
| Los Angeles Capital Management LLC | 15,220 | $2.90M | 0.01% | −112,610−88.1% | Reduced |
| MAI Capital Management | 15,213 | $2.90M | 0.04% | +302+2.0% | Added |
| Oppenheimer & Co Inc | 15,123 | $2.88M | 0.05% | −351−2.3% | Reduced |
| Lincoln Capital LLC | 15,080 | $2.87M | 0.70% | −524−3.4% | Reduced |
| Unison Advisors LLC | 14,983 | $2.85M | 0.30% | +90+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,753 | $2.81M | 0.16% | +1,644+12.5% | Added |
| BKD Wealth Advisors, LLC | 14,518 | $2.77M | 0.08% | −743−4.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,513 | $2.76M | 0.23% | +905+6.7% | Added |
| Securian Asset Management, Inc | 14,485 | $2.76M | 0.08% | −1,936−11.8% | Reduced |
| Wunderlich Capital Managemnt | 14,423 | $2.75M | 1.24% | −363−2.5% | Reduced |
| First National Trust Co | 14,247 | $2.71M | 0.12% | −3,443−19.5% | Reduced |